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Name Holding Trade Value Shares
Change
Change in
Stake
FI
1526
FormulaFolio Investments
Michigan
$200K +$192K +1,019 New
Diamond Hill Capital Management
1527
Diamond Hill Capital Management
Ohio
$200K +$192K +1,020 New
BCP
1528
Blackhawk Capital Partners
Wisconsin
$198K
SMFS
1529
Squar Milner Financial Services
California
$198K +$189K +1,006 New
CAM
1530
Cacti Asset Management
Georgia
$197K
GC
1531
Grace Capital
Massachusetts
$197K +$188K +1,000 New
PAM
1532
Paradigm Asset Management
New York
$197K
PCP
1533
Proficio Capital Partners
Massachusetts
$190K +$940 +5 +0.5%
FFC
1534
First Financial Corp
Indiana
$188K -$15K -80 -8%
LWA
1535
Lowe Wealth Advisors
Maryland
$187K
TDC
1536
Thompson Davis & Co
Virginia
$177K -$9.4K -50 -5%
LD
1537
Lipe & Dalton
New York
$177K
C
1538
Cerebellum
California
$176K -$34.2K -182 -17%
CLOS
1539
Compagnie Lombard Odier SCmA
Switzerland
$176K +$83.1K +442 +97%
MUS
1540
Mitsubishi UFJ Securities
Japan
$173K
OIA
1541
OneDigital Investment Advisors
Kansas
$172K -$1.32K -7 -0.8%
LWA
1542
Lenox Wealth Advisors
New York
$166K -$27.3K -145 -15%
ABA
1543
American Beacon Advisors
Texas
$163K
MSFP
1544
Mark Sheptoff Financial Planning
Connecticut
$162K
ECM
1545
EII Capital Management
New York
$161K +$15.6K +83 +11%
OGC
1546
Oak Grove Capital
New Hampshire
$157K
SIM
1547
Sonora Investment Management
Arizona
$153K -$9.4K -50 -6%
FIB
1548
First Interstate Bank
Montana
$153K
AIM
1549
Advantage Investment Management
Iowa
$141K -$564 -3 -0.4%
POIA
1550
Pin Oak Investment Advisors
Texas
$134K +$188 +1 +0.1%