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Name Holding Trade Value Shares
Change
Change in
Stake
LOAMS
601
Lombard Odier Asset Management (Switzerland)
Switzerland
$158K -$571K -103,156 -80%
FIM
602
Fruth Investment Management
Texas
$158K
SCM
603
Smith Capital Management
Arkansas
$158K +$10.7K +1,925 +8%
MFS
604
Mirabella Financial Services
United Kingdom
$158K +$144K +26,000 New
EF
605
Empirical Finance
Pennsylvania
$157K +$17.5K +3,158 +14%
CW
606
CreativeOne Wealth
Kansas
$157K +$24.5K +4,424 +21%
CAM
607
Cacti Asset Management
Georgia
$156K
CAM
608
Cresset Asset Management
Illinois
$156K +$24K +4,335 +20%
BWM
609
Buckley Wealth Management
Nevada
$155K -$32.7K -5,900 -19%
SAM
610
SignalPoint Asset Management
Missouri
$155K -$50 -9 -0%
CBFP
611
Cedar Brook Financial Partners
Ohio
$155K +$15.1K +2,733 +12%
CSIC
612
Clifford Swan Investment Counsel
California
$155K +$44.3K +8,000 +46%
IF
613
Intrua Financial
Texas
$155K +$122K +22,109 New
AWA
614
Arete Wealth Advisors
Illinois
$154K +$19.2K +3,462 +16%
SP
615
Successful Portfolios
Florida
$153K -$2.21K -400 -2%
SS
616
Sunbelt Securities
Texas
$153K -$382 -69 -0.3%
PA
617
PSI Advisors
Florida
$153K
CIP
618
Convergence Investment Partners
Florida
$153K +$11.8K +2,132 +9%
Cerity Partners
619
Cerity Partners
New York
$152K +$15.1K +2,730 +12%
WIA
620
World Investment Advisors
California
$151K
BMC
621
Benin Management Corp
Connecticut
$150K
IWP
622
Icon Wealth Partners
Texas
$150K +$5.54K +1,000 +4%
BSW
623
Buckingham Strategic Wealth
Missouri
$150K +$28.7K +5,174 +27%
KeyBank National Association
624
KeyBank National Association
Ohio
$149K -$22.5K -4,060 -14%
AAM
625
AR Asset Management
California
$148K