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Name Holding Trade Value Shares
Change
Change in
Stake
WAS
501
Winch Advisory Services
Wisconsin
$1.39M +$19.3K +307 +2%
SS
502
Simplicity Solutions
Minnesota
$1.38M +$252K +4,022 +26%
BDF
503
Balasa Dinverno & Foltz
$1.38M -$78.3K -1,248 -6%
HVM
504
Harvest Volatility Management
Connecticut
$1.37M +$300K +4,788 +32%
RIM
505
Redpoint Investment Management
Australia
$1.37M -$258K -4,119 -17%
FBFS
506
First Business Financial Services
Wisconsin
$1.36M +$68K +1,085 +6%
S
507
SimplyRich
California
$1.35M – – –
IRF
508
IBM Retirement Fund
New York
$1.35M -$195K -3,106 -14%
SCM
509
SOL Capital Management
Maryland
$1.34M -$39.2K -625 -3%
RIM
510
Redwood Investment Management
Arizona
$1.32M +$309K +4,926 +35%
MME
511
Meag Munich Ergo
Germany
$1.32M -$2.99M -47,737 -72%
RI
512
Ridgewood Investments
New Jersey
$1.31M +$269K +4,289 +30%
Acadian Asset Management
513
Acadian Asset Management
Massachusetts
$1.31M -$403K -6,434 -26%
UCFA
514
United Capital Financial Advisors
Texas
$1.3M +$51.9K +827 +5%
PFO
515
Pathstone Family Office
New Jersey
$1.3M +$324K +5,174 +39%
IFWM
516
Institute for Wealth Management
Colorado
$1.29M -$3.51K -56 -0.3%
BCP
517
Blackhawk Capital Partners
Wisconsin
$1.29M +$15K +239 +1%
CAN
518
Cetera Advisor Networks
California
$1.27M +$559K +8,916 +98%
Wellington Management Group
519
Wellington Management Group
Massachusetts
$1.25M -$2.95M -47,109 -73%
UFF
520
USA Financial Formulas
Michigan
$1.22M +$5.21K +83 +0.5%
EC
521
Estate Counselors
Wisconsin
$1.21M +$22.6K +360 +2%
CNBT
522
Cornerstone National Bank & Trust
Illinois
$1.2M +$57.9K +923 +6%
SSG
523
Summit Securities Group
New York
$1.18M -$944K -15,053 -47%
KRSITF
524
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.18M +$7.46K +119 +0.7%
IHL
525
Investment House LLC
California
$1.18M +$157K +2,500 +17%