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Name Holding Trade Value Shares
Change
Change in
Stake
RCA
1951
Ranch Capital Advisors
Florida
$6K – – –
GCM
1952
Gables Capital Management
Florida
$6K +$7.1K +54 New
PAI
1953
Pittenger & Anderson Inc
Nebraska
$5K -$3.44M -26,125 -100%
RWG
1954
Regal Wealth Group
California
$5K – – –
JIR
1955
James Investment Research
Ohio
$3K – – –
FMP
1956
Financial Management Professionals
Texas
$2K – – –
FA
1957
Forefront Analytics
Pennsylvania
$1.77K +$2.1K +16 New
BCMIO
1958
Beacon Capital Management Inc (Ohio)
Ohio
$1K +$1.05K +8 New
CSIA
1959
Charles Schwab Investment Advisory
California
– -$247M -1,673,248 Closed
Winslow Capital Management
1960
Winslow Capital Management
Minnesota
– -$183M -1,239,178 Closed
Adage Capital Partners
1961
Adage Capital Partners
Massachusetts
– -$118M -799,129 Closed
N
1962
Natixis
France
– -$90.4M -615,062 Closed
Lord, Abbett & Co
1963
Lord, Abbett & Co
New Jersey
– -$35M -237,506 Closed
PWAG
1964
Polaris Wealth Advisory Group
California
– -$25.7M -169,980 Closed
DA
1965
Duality Advisers
Florida
– -$17M -115,244 Closed
EPFB
1966
Employees Provident Fund Board
Malaysia
– -$15.6M -105,419 Closed
FFIC
1967
First Fiduciary Investment Counsel
Ohio
– -$15.5M -105,052 Closed
DMIC
1968
Dixon Mitchell Investment Counsel
British Columbia, Canada
– -$12.8M -86,771 Closed
LM
1969
Luminus Management
Texas
– -$10.8M -72,956 Closed
CMO
1970
Covenant Multifamily Offices
Texas
– -$1.44M -68,345 Closed
Capstone Investment Advisors
1971
Capstone Investment Advisors
New York
– -$8.76M -66,615 Closed
6M
1972
6 Meridian
Kansas
– -$7.2M -48,791 Closed
TAF
1973
Tredje AP-fonden
Sweden
– -$6.38M -43,215 Closed
FPTW
1974
Franklin, Parlapiano, Turner & Welch
Texas
– -$5.51M -37,326 Closed
ACM
1975
Alight Capital Management
New York
– -$5.29M -35,880 Closed