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Name Holding Trade Value Shares
Change
Change in
Stake
FBFS
501
First Business Financial Services
Wisconsin
$1.36M +$68K +1,085 +6%
S
502
SimplyRich
California
$1.35M
IRF
503
IBM Retirement Fund
New York
$1.35M -$195K -3,106 -14%
SCM
504
SOL Capital Management
Maryland
$1.34M -$39.2K -625 -3%
RIM
505
Redwood Investment Management
Arizona
$1.32M +$309K +4,926 +35%
MME
506
Meag Munich Ergo
Germany
$1.32M -$2.99M -47,737 -72%
RI
507
Ridgewood Investments
New Jersey
$1.31M +$269K +4,289 +30%
Acadian Asset Management
508
Acadian Asset Management
Massachusetts
$1.31M -$403K -6,434 -26%
UCFA
509
United Capital Financial Advisors
Texas
$1.3M +$51.9K +827 +5%
PFO
510
Pathstone Family Office
New Jersey
$1.3M +$324K +5,174 +39%
IFWM
511
Institute for Wealth Management
Colorado
$1.29M -$3.51K -56 -0.3%
BCP
512
Blackhawk Capital Partners
Wisconsin
$1.29M +$15K +239 +1%
CAN
513
Cetera Advisor Networks
California
$1.27M +$559K +8,916 +98%
Wellington Management Group
514
Wellington Management Group
Massachusetts
$1.25M -$2.95M -47,109 -73%
UFF
515
USA Financial Formulas
Michigan
$1.22M +$5.21K +83 +0.5%
EC
516
Estate Counselors
Wisconsin
$1.21M +$22.6K +360 +2%
CNBT
517
Cornerstone National Bank & Trust
Illinois
$1.2M +$57.9K +923 +6%
SSG
518
Summit Securities Group
New York
$1.18M -$944K -15,053 -47%
KRSITF
519
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.18M +$7.46K +119 +0.7%
IHL
520
Investment House LLC
California
$1.18M +$157K +2,500 +17%
SP
521
Symmetry Partners
Connecticut
$1.18M -$108K -1,719 -9%
QI
522
Qtron Investments
Massachusetts
$1.17M
CIM
523
CIM Investment Management
Pennsylvania
$1.15M +$1.03M +16,368 New
BFG
524
Beacon Financial Group
Texas
$1.15M +$1.04M +16,521 New
NA
525
NewEdge Advisors
Louisiana
$1.14M +$50.5K +806 +5%