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Name Holding Trade Value Shares
Change
Change in
Stake
SS
651
Simplicity Solutions
Minnesota
$810K -$216K -966 -19%
BP
652
Ballentine Partners
Massachusetts
$803K -$390K -1,744 -30%
FAM
653
Formidable Asset Management
Ohio
$802K
VIM
654
Vinva Investment Management
Australia
$802K -$104K -465 -10%
FFM
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%
B
662
Bailard
California
$786K +$879K +3,928 New
TRIA
663
Trail Ridge Investment Advisors
Colorado
$785K
VFIC
664
Valley Forge Investment Consultants
Pennsylvania
$781K
SLI
665
Sumitomo Life Insurance
Japan
$779K -$11.6K -52 -1%
MIH
666
Meitav Investment House
Israel
$779K
LS
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
FCAS
674
First Command Advisory Services
Texas
$756K +$845K +3,777 New
GT
675
Glenview Trust
Kentucky
$752K +$238K +1,064 +40%