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Name Holding Trade Value Shares
Change
Change in
Stake
MIM
501
Marco Investment Management
Georgia
$427K
APA
502
American Portfolios Advisors
New York
$427K +$220K +2,296 +135%
BDF
503
Balasa Dinverno & Foltz
$422K -$44.9K -468 -11%
1C
504
1623 Capital
Virginia
$421K +$159K +1,652 +72%
MYAM
505
Meiji Yasuda Asset Management
Japan
$417K
ED
506
Exane Derivatives
France
$411K +$69.1K +720 +24%
OSAM
507
O'Shaughnessy Asset Management
Connecticut
$409K +$88K +916 +31%
FFA
508
First Foundation Advisors
California
$408K +$34.2K +356 +10%
SIM
509
Sentry Investment Management
Wisconsin
$407K
WF
510
WoodTrust Financial
Wisconsin
$407K +$108K +1,120 +42%
CWM
511
Chesapeake Wealth Management
Virginia
$406K -$358K -3,724 -49%
Vanguard Personalized Indexing Management
512
Vanguard Personalized Indexing Management
California
$400K -$274K -2,848 -43%
PWPS
513
Pinnacle Wealth Planning Services
Ohio
$399K +$359K +3,736 New
CIC
514
Carnegie Investment Counsel
Ohio
$398K
RCAG
515
Rehmann Capital Advisory Group
Michigan
$395K -$297K -3,092 -46%
HSA
516
HBK Sorce Advisory
Pennsylvania
$393K +$8.84K +92 +3%
EF
517
Empirical Finance
Pennsylvania
$384K +$61.5K +640 +22%
TMAM
518
Tokio Marine Asset Management
Japan
$377K +$30.7K +320 +10%
SP
519
Symmetry Partners
Connecticut
$377K +$65.3K +680 +24%
AWM
520
AE Wealth Management
Kansas
$371K -$56.1K -584 -14%
TAM
521
Trust Asset Management
Texas
$366K +$35K +364 +12%
TPA
522
Trivium Point Advisory
Connecticut
$364K +$38K +396 +13%
FMT
523
First Mercantile Trust
Tennessee
$361K +$21.1K +220 +7%
BCI
524
Brinker Capital Investments
Pennsylvania
$358K +$6.91K +72 +2%
CP
525
Covenant Partners
Tennessee
$358K +$322K +3,356 New