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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
651
Sequoia Financial Advisors
Ohio
$409K +$380K +9,034 New
SOAMC
652
Spirit of America Management Corp
New York
$407K – – –
QCM
653
Quest Capital Management
Texas
$407K +$589 +14 +0.2%
CGL
654
Clarius Group LLC
Washington
$407K +$30.3K +720 +9%
FSA
655
Franklin Street Advisors
North Carolina
$402K – – –
CPO
656
Cerity Partners OCIO
New York
$402K +$35K +832 +10%
ACM
657
Ardent Capital Management
Ohio
$401K +$373K +8,864 New
SIA
658
SkyView Investment Advisors
New Jersey
$398K -$3.78K -90 -1%
LCM
659
Landscape Capital Management
New Jersey
$394K -$646K -15,353 -64%
FFN
660
Focus Financial Network
Minnesota
$394K -$7.82K -186 -2%
FFM
661
Forum Financial Management
Illinois
$392K +$364K +8,669 New
CAN
662
Claraphi Advisory Network
United States
$391K -$44.4K -1,057 -11%
PBO
663
Peoples Bank (Ohio)
Ohio
$388K -$6.31K -150 -2%
WSTAM
664
Wilbanks Smith & Thomas Asset Management
Virginia
$385K – – –
TI
665
Truepoint Inc
Ohio
$384K -$172K -4,100 -33%
JBA
666
Johnson Bixby & Associates
Washington
$384K – – –
FHA
667
First Horizon Advisors
Tennessee
$383K -$15.1K -360 -4%
BF
668
BOK Financial
Oklahoma
$381K +$354K +8,410 New
FDS
669
Freedom Day Solutions
Texas
$380K -$14.3K -341 -4%
CWS
670
Confluence Wealth Services
Pennsylvania
$380K +$354K +8,417 New
HFM
671
Harvest Fund Management
China
$378K +$89.3K +2,125 +34%
KFA
672
Krane Funds Advisors
New York
$375K -$22.8K -542 -6%
AII
673
AGF Investments Inc
Ontario, Canada
$372K -$679K -16,159 -66%
PAM
674
Paradigm Asset Management
New York
$371K -$46.2K -1,100 -12%
CIAS
675
Capital Investment Advisory Services
North Carolina
$371K -$370K -8,811 -52%