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FORTY

Formula Systems

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
1
GHP Investment Advisors
Colorado
$595K – – –
TA
2
TFG Advisers
Michigan
$508K +$43.6K +536 +10%
MYIA
3
Mount Yale Investment Advisors
Colorado
$387K -$4.4K -54 -1%
FB
4
Fulton Bank
Pennsylvania
$230K +$81 +1 +0%
Morgan Stanley
5
Morgan Stanley
New York
$103K -$12.2K -150 -11%
Bank of America
6
Bank of America
North Carolina
$86K – – –
UBS Group
7
UBS Group
Switzerland
$59K +$2.28K +28 +4%