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Name Holding Trade Value Shares
Change
Change in
Stake
CEP
226
Chicago Equity Partners
Illinois
$563K
UFF
227
USA Financial Formulas
Michigan
$551K +$623K +29,727 New
NBC
228
Neuberger Berman Canada
Ontario, Canada
$528K +$338K +16,121 +130%
IFWM
229
Institute for Wealth Management
Colorado
$525K -$12.9K -616 -2%
Nomura Holdings
230
Nomura Holdings
Japan
$512K +$580K +27,677 New
FIM
231
Freedom Investment Management
Connecticut
$504K +$28.1K +1,340 +5%
MIM
232
Montgomery Investment Management
Maryland
$498K +$21K +1,000 +4%
AG
233
Advisor Group
Arizona
$495K -$19.7K -942 -3%
USAA
234
United Services Automobile Association
Texas
$485K
LIA
235
LS Investment Advisors
Michigan
$479K -$26.9K -1,284 -5%
MC
236
Menta Capital
California
$473K +$48.2K +2,300 +10%
AAM
237
Advisors Asset Management
Colorado
$471K -$32.7K -1,558 -6%
NAP
238
New Amsterdam Partners
New York
$471K
HAIM
239
Hunter Associates Investment Management
Pennsylvania
$470K +$50.5K +2,410 +11%
MC
240
Moors & Cabot
Massachusetts
$462K +$4.19K +200 +0.8%
GCA
241
Greenwood Capital Associates
South Carolina
$455K -$6.29K -300 -1%
US Bancorp
242
US Bancorp
Minnesota
$442K -$5.33K -254 -1%
B
243
Barings
North Carolina
$441K
SCM
244
Shelton Capital Management
Colorado
$440K
RIL
245
Rothschild Investment LLC
Illinois
$437K -$94.3K -4,500 -16%
Capstone Investment Advisors
246
Capstone Investment Advisors
New York
$435K +$304K +14,497 +161%
KWM
247
Kingsview Wealth Management
Oregon
$425K +$17.7K +843 +4%
WAM
248
World Asset Management
Michigan
$421K +$3.77K +180 +0.8%
ProShare Advisors
249
ProShare Advisors
Maryland
$416K -$44.6K -2,128 -9%
FRM
250
Fox Run Management
Connecticut
$413K +$130K +6,200 +39%