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Name Holding Trade Value Shares
Change
Change in
Stake
LIA
1826
LBMC Investment Advisors
Tennessee
$647K +$148K +1,399 +29%
OCG
1827
Opus Capital Group
Ohio
$646K -$48.6K -460 -7%
EN1L
1828
Engine No 1 LLC
California
$646K +$651K +6,168 New
NAS
1829
Nicolet Advisory Services
Wisconsin
$644K -$14.4K -136 -2%
Members Trust
1830
Members Trust
Florida
$642K -$107K -1,011 -14%
EIA
1831
Edgemoor Investment Advisors
Maryland
$641K +$1.58K +15 +0.2%
EWA
1832
Encompass Wealth Advisors
Oregon
$640K +$10.6K +100 +2%
AC
1833
Avestar Capital
New York
$638K -$33.3K -315 -5%
FM
1834
Family Management
New York
$638K +$107K +1,011 +20%
CL
1835
COWA LLC
Oklahoma
$637K -$13.5K -128 -2%
PVH
1836
Psagot Value Holdings
Israel
$635K +$64.5K +611 +11%
PCM
1837
Palisade Capital Management
New Jersey
$633K +$16.2K +153 +3%
III
1838
Independent Investors Inc
New York
$631K – – –
SAS
1839
Stelac Advisory Services
New York
$631K +$153K +1,454 +32%
LWMM
1840
Legacy Wealth Management (Mississippi)
Mississippi
$630K – – –
SCM
1841
Sterneck Capital Management
Missouri
$629K +$2.22K +21 +0.3%
SWMG
1842
Strategic Wealth Management Group
Maryland
$628K -$14.3K -135 -2%
PCMM
1843
Piedmont Capital Management (Montana)
Montana
$628K +$120K +1,140 +24%
AP
1844
Appleton Partners
Massachusetts
$627K +$17.6K +167 +3%
CFO
1845
CVA Family Office
Colorado
$627K +$66.6K +631 +12%
VIA
1846
Vident Investment Advisory
Georgia
$626K +$198K +1,879 +46%
CBT
1847
Central Bank & Trust
Kentucky
$625K +$37.5K +355 +6%
BDF
1848
Balasa Dinverno & Foltz
$624K +$120K +1,140 +24%
WMA
1849
Wealth Management Associates
New Jersey
$622K -$22.9K -217 -4%
AFS
1850
Axiom Financial Strategies
Indiana
$622K -$16K -152 -2%