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Name Holding Trade Value Shares
Change
Change in
Stake
Simplicity Solutions
651
Simplicity Solutions
Minnesota
$810K -$216K -966 -19%
Ballentine Partners
652
Ballentine Partners
Massachusetts
$803K -$390K -1,744 -30%
FAM
653
Formidable Asset Management
Ohio
$802K – – –
Vinva Investment Management
654
Vinva Investment Management
Australia
$802K -$104K -465 -10%
Forum Financial Management
655
Forum Financial Management
Illinois
$801K +$4.03K +18 +0.5%
MAM
656
Marquette Asset Management
Minnesota
$800K – – –
PWS
657
Private Wealth Strategies
Ohio
$800K – – –
GFA
658
Gifford Fong Associates
California
$800K – – –
MFGM
659
Marshall Financial Group (Maryland)
Maryland
$792K +$11.9K +53 +1%
GIA
660
Gladstone Institutional Advisory
Florida
$790K -$45.2K -202 -5%
GPA
661
Garrison Point Advisors
California
$786K -$28K -125 -3%
Bailard
662
Bailard
California
$786K +$879K +3,928 New
TRIA
663
Trail Ridge Investment Advisors
Colorado
$785K – – –
VFIC
664
Valley Forge Investment Consultants
Pennsylvania
$781K – – –
Sumitomo Life Insurance
665
Sumitomo Life Insurance
Japan
$779K -$11.6K -52 -1%
Meitav Investment House
666
Meitav Investment House
Israel
$779K – – –
Livforsakringsbolaget Skandia
667
Livforsakringsbolaget Skandia
Sweden
$770K -$44.8K -200 -5%
JCM
668
Jacobi Capital Management
Pennsylvania
$764K +$83.7K +374 +11%
EP
669
Edgestream Partners
New Jersey
$764K -$1.8M -8,056 -68%
QI
670
Qtron Investments
Massachusetts
$761K – – –
NAMP
671
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$760K – – –
TC
672
Toews Corporation
New Jersey
$760K +$851K +3,800 New
DI
673
Diligent Investors
California
$756K – – –
First Command Advisory Services
674
First Command Advisory Services
Texas
$756K +$845K +3,777 New
Glenview Trust
675
Glenview Trust
Kentucky
$752K +$238K +1,064 +40%