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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
551
Valeo Financial Advisors
Indiana
$677K +$168K +1,728 +37%
WA
552
WESPAC Advisors
California
$676K -$221K -2,272 -26%
VWA
553
VERITY Wealth Advisors
United States
$672K
BONH
554
Bank of New Hampshire
New Hampshire
$671K -$9.73K -100 -2%
CI
555
Cigna Investments
Connecticut
$668K -$171K -1,756 -22%
JWCA
556
J.W. Coons Advisors
Ohio
$667K -$23.3K -240 -4%
LJHT
557
Laurie J. Hall Trustee
$663K -$9.73K -100 -2%
HCM
558
Hengehold Capital Management
Ohio
$661K
TCM
559
Teza Capital Management
Illinois
$658K -$225K -2,312 -27%
HFAS
560
Hummer Financial Advisory Services
Illinois
$649K
CCA
561
Checchi Capital Advisers
California
$649K +$31.1K +320 +6%
KFP
562
KMG Fiduciary Partners
Ohio
$637K -$111K -1,140 -16%
FAM
563
Formidable Asset Management
Ohio
$633K
IA
564
IndexIQ Advisors
New York
$628K +$1.95K +20 +0.3%
VI
565
Vestcor Inc
New Brunswick, Canada
$626K -$46.3K -476 -7%
LC
566
LCNB Corp
Ohio
$625K -$7.78K -80 -1%
SSW
567
Smith Shellnut Wilson
Mississippi
$624K -$5.06K -52 -0.9%
MM
568
MQS Management
New York
$605K +$226K +2,320 +69%
MGP
569
Metis Global Partners
California
$604K +$256K +2,628 +86%
IF
570
Intrua Financial
Texas
$602K +$38.9K +400 +8%
AFM
571
Abbot Financial Management
Massachusetts
$596K
SCI
572
S&CO Inc
Massachusetts
$595K
IRF
573
IBM Retirement Fund
New York
$593K -$22.6K -232 -4%
KF
574
Krilogy Financial
Missouri
$589K +$539K +5,540 New
BBL
575
Beck Bode LLC
Massachusetts
$588K +$538K +5,528 New