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Name Holding Trade Value Shares
Change
Change in
Stake
LOAMS
1851
Lombard Odier Asset Management (Switzerland)
Switzerland
$236K -$335K -3,939 -58%
LFGH
1852
Lee Financial Group Hawaii
Hawaii
$236K -$29.1K -343 -11%
PK
1853
Pflug Koory
Nebraska
$236K – – –
OCM
1854
Osterweis Capital Management
California
$235K +$1.44K +17 +0.6%
SC
1855
Sierra Capital
Florida
$234K -$83.6K -984 -26%
CCA
1856
Catalyst Capital Advisors
New York
$234K -$255 -3 -0.1%
ATWA
1857
Arbor Trust Wealth Advisors
Michigan
$234K +$9.43K +111 +4%
CWM
1858
Curi Wealth Management
North Carolina
$234K +$14K +165 +6%
WSC
1859
Wellington Shields & Co
New York
$233K -$85K -1,000 -27%
MPCG
1860
Matrix Private Capital Group
New York
$233K -$48.3K -568 -17%
FPCP
1861
Fort Point Capital Partners
California
$233K -$850 -10 -0.4%
CIA
1862
Capital Impact Advisors
Massachusetts
$232K -$155K -1,829 -40%
CFS
1863
CRA Financial Services
New Jersey
$231K -$2.12K -25 -0.9%
AAS
1864
Annex Advisory Services
Wisconsin
$230K -$25K -294 -10%
JFA
1865
JNBA Financial Advisors
Minnesota
$229K -$6.46K -76 -3%
CIC
1866
Cornercap Investment Counsel
Georgia
$229K -$3.82K -45 -2%
RIM
1867
Redwood Investment Management
Arizona
$229K +$231K +2,717 New
IAG
1868
Investment Advisory Group
Massachusetts
$228K +$425 +5 +0.2%
ESB
1869
Essex Savings Bank
Connecticut
$228K +$2.72K +32 +1%
MCP
1870
Martin Capital Partners
Oregon
$228K +$230K +2,711 New
LCM
1871
Lewis Capital Management
California
$227K +$2.12K +25 +0.9%
BWM
1872
Baystate Wealth Management
Massachusetts
$226K +$5.78K +68 +3%
TIA
1873
Trust Investment Advisors
Indiana
$226K +$228K +2,682 New
BBA
1874
BLB&B Advisors
Pennsylvania
$226K +$228K +2,687 New
LCM
1875
Liberty Capital Management
Michigan
$224K – – –