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Name Holding Trade Value Shares
Change
Change in
Stake
TIA
801
Tiemann Investment Advisors
California
$371K +$7.28K +30 +2%
SCM
802
Schnieders Capital Management
California
$370K +$60.6K +250 +19%
RCA
803
Resonant Capital Advisors
Wisconsin
$369K -$605K -2,494 -62%
MG
804
Mather Group
Illinois
$369K +$107K +440 +40%
BL
805
Balentine LLC
Georgia
$368K +$328K +1,353 +708%
LPT
806
Legacy Private Trust
Wisconsin
$364K +$371K +1,530 New
OBGC
807
O'Brien Greene & Co
Pennsylvania
$363K -$6.06K -25 -2%
TI
808
Trexquant Investment
Connecticut
$363K +$370K +1,526 New
HWMG
809
Hurlow Wealth Management Group
Indiana
$362K
Vanguard Personalized Indexing Management
810
Vanguard Personalized Indexing Management
California
$360K +$366K +1,511 New
ATIA
811
American Trust Investment Advisors
New Hampshire
$359K
CCM
812
Coldstream Capital Management
Washington
$358K +$6.55K +27 +2%
AP
813
Atwood & Palmer
Missouri
$357K
BHA
814
Beech Hill Advisors
New York
$357K
CIC
815
Carnegie Investment Counsel
Ohio
$357K
AWM
816
AllSquare Wealth Management
New York
$356K
1WA
817
180 Wealth Advisors
Washington
$355K -$2.42K -10 -0.7%
LCS
818
Levin Capital Strategies
New York
$355K +$362K +1,491 New
TCM
819
Tuttle Capital Management
Connecticut
$354K +$360K +1,486 New
V
820
VeraBank
Texas
$351K
AWM
821
Aberdeen Wealth Management
Illinois
$348K -$55.8K -230 -14%
HTC
822
Haverford Trust Company
Pennsylvania
$347K -$60.9K -251 -15%
PS
823
Portfolio Solutions
Michigan
$346K
GFS
824
GYL Financial Synergies
Connecticut
$344K +$11.2K +46 +3%
GCP
825
GSA Capital Partners
United Kingdom
$343K +$349K +1,440 New