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IDEX
IEX

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
401
Sterling Capital Management
North Carolina
$484K -$381K -1,929 -43%
RT
402
Rockland Trust
Massachusetts
$482K -$67.9K -344 -12%
EF
403
Empirical Finance
Pennsylvania
$477K -$987 -5 -0.2%
AU
404
AlphaGrep UK
$469K +$488K +2,474 New
SA
405
Sanctuary Advisors
Indiana
$463K +$12.2K +62 +3%
HWM
406
HB Wealth Management
Georgia
$457K +$20.7K +105 +5%
CB
407
Commerce Bank
Missouri
$457K -$39.7K -201 -8%
UCFA
408
United Capital Financial Advisors
Texas
$456K +$191K +968 +67%
NMIMC
409
Northwestern Mutual Investment Management Company
Wisconsin
$454K +$592 +3 +0.1%
AWM
410
AE Wealth Management
Kansas
$454K -$41.1K -208 -8%
OSAM
411
O'Shaughnessy Asset Management
Connecticut
$454K +$130K +657 +38%
DTL
412
Dynamic Technology Lab
Singapore
$450K +$468K +2,372 New
MFG
413
Merit Financial Group
Georgia
$445K +$33.2K +168 +8%
BBHC
414
Brown Brothers Harriman & Co
New York
$445K +$118K +599 +34%
FA
415
Fagan Associates
New York
$444K – – –
CP
416
Camelot Portfolios
Ohio
$442K -$50.7K -257 -10%
NAMM
417
NorthStar Asset Management (Massachusetts)
Massachusetts
$440K -$1.52M -7,712 -77%
GAM
418
Guinness Asset Management
United Kingdom
$422K – – –
SWM
419
Salvus Wealth Management
New Jersey
$421K +$123K +625 +39%
GIA
420
Gateway Investment Advisers
Ohio
$419K +$101K +510 +30%
NDSIB
421
North Dakota State Investment Board
North Dakota
$419K -$77.2K -391 -15%
ECM
422
Evergreen Capital Management
Washington
$409K +$122K +620 +40%
EPW
423
Evolve Private Wealth
California
$403K +$11.4K +58 +3%
MM
424
MQS Management
New York
$398K +$415K +2,102 New
IWC
425
Integrated Wealth Concepts
Massachusetts
$397K +$138K +700 +50%
15 16
17
18 19