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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
1326
Sequoia Financial Advisors
Ohio
$1M +$8.44K +265 +0.9%
HIIFS
1327
Harel Insurance Investments & Financial Services
Israel
$995K – – –
LAM
1328
Lingohr Asset Management
Germany
$992K -$500K -15,700 -35%
BAM
1329
Belpointe Asset Management
Nevada
$992K +$939K +29,502 New
SFPIA
1330
Stevens First Principles Investment Advisors
California
$989K +$158K +4,975 +20%
AAS
1331
Annex Advisory Services
Wisconsin
$988K +$74.1K +2,328 +9%
ODCM
1332
Old Dominion Capital Management
Virginia
$987K +$34.4K +1,081 +4%
ATIA
1333
American Trust Investment Advisors
New Hampshire
$986K -$99.5K -3,125 -10%
CBU
1334
CIBC Bank USA
Illinois
$985K +$335K +10,525 +56%
OCG
1335
Opus Capital Group
Ohio
$975K -$93.6K -2,939 -9%
SOAMC
1336
Spirit of America Management Corp
New York
$972K – – –
RWM
1337
RKL Wealth Management
Pennsylvania
$969K -$287K -9,008 -24%
GLA
1338
Good Life Advisors
Pennsylvania
$966K +$21.6K +678 +2%
RCA
1339
Rowland Carmichael Advisors
Arizona
$962K +$19.4K +610 +2%
HJMC
1340
Hellman Jordan Management Company
Massachusetts
$961K -$231K -7,249 -20%
PCA
1341
Personal Capital Advisors
California
$961K -$88.4K -2,778 -9%
KI
1342
Koch Industries
Kansas
$960K -$209K -6,567 -19%
WIM
1343
Westside Investment Management
California
$956K +$159K +5,002 +21%
VFA
1344
Valeo Financial Advisors
Indiana
$954K +$903K +28,377 New
DIA
1345
Denver Investment Advisors
Colorado
$949K +$5.57K +175 +0.6%
FG
1346
Fiduciary Group
Georgia
$949K +$7K +220 +0.8%
NC
1347
NewSquare Capital
Pennsylvania
$949K +$9.45K +297 +1%
AC
1348
Addison Capital
Pennsylvania
$945K – – –
PCMM
1349
Private Capital Management (Minnesota)
Minnesota
$945K +$33.4K +1,050 +4%
BIC
1350
Bridges Investment Counsel
Nebraska
$943K -$1.17M -36,868 -57%