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Name Holding Trade Value Shares
Change 		Change in
Stake
SOAMC
1951
Spirit of America Management Corp
New York
$7.02M +$337K +1,855 +6%
JSL
1952
JT Stratford LLC
Georgia
$7.02M +$1.35M +7,424 +27%
JCM
1953
Jacobi Capital Management
Pennsylvania
$7.01M -$201K -1,108 -3%
MWM
1954
Modera Wealth Management
New Jersey
$7M -$41K -226 -0.7%
SXL
1955
Summit X LLC
Missouri
$6.99M +$693K +3,815 +12%
VIA
1956
Vident Investment Advisory
Georgia
$6.99M -$1.24M -6,810 -17%
FIM
1957
Freedom Investment Management
Connecticut
$6.99M -$441K -2,427 -7%
IA
1958
IndexIQ Advisors
New York
$6.99M +$3.52M +19,396 +130%
SC
1959
Searle & Co
Connecticut
$6.96M -$24.9K -137 -0.4%
VBFG
1960
Vishria Bird Financial Group
Tennessee
$6.95M -$75.3K -415 -1%
DTC
1961
Davidson Trust Company
Washington
$6.94M +$94.8K +522 +2%
BCM
1962
Bayesian Capital Management
New York
$6.94M +$6.19M +34,100 New
SW
1963
SlateStone Wealth
Florida
$6.91M -$107K -589 -2%
TIA
1964
Trust Investment Advisors
Indiana
$6.9M +$24.5K +135 +0.4%
AWM
1965
Argent Wealth Management
Massachusetts
$6.9M +$208K +1,145 +4%
HC
1966
HNP Capital
New York
$6.9M -$9.84M -54,202 -62%
PCM
1967
Poehling Capital Management
Wisconsin
$6.88M +$239K +1,318 +4%
NCM
1968
Northwest Capital Management
Oregon
$6.87M +$347K +1,913 +6%
SCM
1969
Sitrin Capital Management
California
$6.87M -$2.59M -14,251 -30%
HI
1970
Hendershot Investments
Virginia
$6.86M -$159K -875 -3%
SFS
1971
Strategic Financial Services
New York
$6.86M -$2.35M -12,951 -28%
AIM
1972
Aurora Investment Managers
Florida
$6.85M +$3.27K +18 +0.1%
MA
1973
Menlo Advisors
California
$6.85M -$555K -3,055 -8%
FLI
1974
Family Legacy Inc
South Carolina
$6.84M -$892K -4,916 -13%
HCA
1975
Horan Capital Advisors
Ohio
$6.84M -$95.8K -528 -2%
77 78
79
80 81