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Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
576
Level Four Advisory Services
Texas
$364K -$429K -12,415 -54%
OWA
577
One Wealth Advisors
California
$364K -$18.1K -525 -5%
DT
578
Diversified Trust
Tennessee
$364K +$59.9K +1,733 +19%
CPO
579
Cerity Partners OCIO
New York
$363K -$26.8K -776 -7%
KFA
580
Krane Funds Advisors
New York
$363K -$20.1K -581 -5%
NSIM
581
North Star Investment Management
Illinois
$363K +$1.8K +52 +0.5%
LC
582
LCNB Corp
Ohio
$360K +$20.6K +595 +6%
FIM
583
Freedom Investment Management
Connecticut
$357K -$25.8K -747 -7%
RIM
584
Regent Investment Management
Kentucky
$356K – – –
FCI
585
Financial Counselors Inc
Kansas
$350K +$1.97K +57 +0.6%
MC
586
Moors & Cabot
Massachusetts
$349K +$5.97K +173 +2%
MIS
587
Morningstar Investment Services
Illinois
$348K +$11.8K +342 +3%
GH
588
GAM Holding
Switzerland
$345K +$351K +10,176 New
VVP
589
Venture Visionary Partners
Ohio
$344K -$4.14K -120 -1%
BP
590
BBR Partners
New York
$344K +$1.76K +51 +0.5%
BCM
591
Brookstone Capital Management
Illinois
$344K +$351K +10,154 New
RPWA
592
Regent Peak Wealth Advisors
Georgia
$343K – – –
LD
593
Lipe & Dalton
New York
$339K – – –
CCMIC
594
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$339K +$345K +10,000 New
RBFC
595
Roman Butler Fullerton & Co
Missouri
$338K +$1.31K +38 +0.4%
SCM
596
Spreng Capital Management
Ohio
$337K -$5.7K -165 -2%
AF
597
Advisornet Financial
Minnesota
$337K +$107K +3,100 +45%
RIL
598
Rothschild Investment LLC
Illinois
$332K -$20.7K -600 -6%
GG
599
Gofen & Glossberg
Illinois
$332K – – –
YMRC
600
Yorktown Management & Research Company
Virginia
$331K +$337K +9,750 New