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Name Holding Trade Value Shares
Change
Change in
Stake
SEC
201
Seven Eight Capital
New York
– -$231K -8,200 Closed
Creative Planning
202
Creative Planning
Kansas
– -$157K -5,550 Closed
VFA
203
Virtus Fund Advisers
Connecticut
– -$143K -5,064 Closed
IPC
204
Independent Portfolio Consultants
Florida
– -$38K -1,340 Closed
OSAM
205
O'Shaughnessy Asset Management
Connecticut
– -$24K -852 Closed
US Bancorp
206
US Bancorp
Minnesota
– -$14K -500 Closed
S
207
SignatureFD
Georgia
– -$10K -340 Closed
GSC
208
Ground Swell Capital
South Carolina
– -$5K -167 Closed