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Name Holding Trade Value Shares
Change
Change in
Stake
SSA
1526
South Street Advisors
New York
$225K
SIM
1527
Sentry Investment Management
Wisconsin
$225K
NSAM
1528
North Star Asset Management
Wisconsin
$225K +$10.6K +67 +5%
LTAS
1529
Linden Thomas Advisory Services
North Carolina
$225K +$228K +1,441 New
RS
1530
R Squared
Hong Kong
$225K -$168K -1,060 -42%
PDL
1531
Portfolio Design Labs
California
$224K -$105K -661 -32%
SIC
1532
Sterling Investment Counsel
New York
$224K
PFM
1533
Patton Fund Management
Texas
$224K +$227K +1,434 New
ACS
1534
Archford Capital Strategies
Illinois
$223K +$227K +1,432 New
AWA
1535
Arete Wealth Advisors
Illinois
$223K +$21.9K +138 +11%
KOCAA
1536
Knights of Columbus Asset Advisors
Connecticut
$222K
SFG
1537
Seamount Financial Group
Colorado
$222K +$226K +1,425 New
JWCA
1538
J.W. Coons Advisors
Ohio
$222K -$4.76K -30 -2%
KCFA
1539
Key Client Fiduciary Advisors
New Jersey
$222K -$4.44K -28 -2%
LSL
1540
Legacy Solutions LLC
Pennsylvania
$221K +$19.3K +122 +9%
WIC
1541
Woodmont Investment Counsel
Tennessee
$221K -$10.9K -69 -5%
MA
1542
MJP Associates
Connecticut
$220K -$12.7K -80 -5%
GC
1543
Grimes & Company
Massachusetts
$220K +$3.65K +23 +2%
SEP
1544
Southland Equity Partners
Missouri
$219K +$23.3K +147 +12%
GWANC
1545
Guardian Wealth Advisors (North Carolina)
North Carolina
$219K +$9.83K +62 +5%
Harris Associates
1546
Harris Associates
Illinois
$219K +$223K +1,405 New
OAM
1547
Oxford Asset Management
United Kingdom
$218K -$45.7K -288 -17%
RCAG
1548
Rehmann Capital Advisory Group
Michigan
$218K -$155K -979 -41%
LMKC
1549
L.M. Kohn & Company
Ohio
$218K -$2.7K -17 -1%
RYIA
1550
Roehl & Yi Investment Advisors
Oregon
$218K -$8.24K -52 -4%