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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
326
Freedom Investment Management
Connecticut
$238K +$208K +53,900 New
HAI
327
Hennessy Advisors Inc
California
$238K +$208K +53,900 New
VFS
328
VSR Financial Services
Kansas
$230K +$201K +52,010 New
William Blair & Company
329
William Blair & Company
Illinois
$222K +$194K +50,330 New
BA
330
BlackRock Advisors
Delaware
$216K +$4.87K +1,260 +3%
SIM
331
Sentry Investment Management
Wisconsin
$216K +$189K +49,000 New
AP
332
Advisor Partners
California
$215K +$188K +48,580 New
Natixis Advisors
333
Natixis Advisors
Massachusetts
$212K +$185K +47,950 New
GLI
334
Guardian Life Insurance
New York
$211K +$4.05K +1,050 +2%
FAAS
335
First Allied Advisory Services
California
$209K +$184K +47,740 New
DAM
336
Doheny Asset Management
California
$203K +$177K +45,850 New
SFSIG
337
San Francisco Sentry Investment Group
California
$201K +$16.2K +4,200 +10%
LWCFA
338
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$186K
GIS
339
Guardian Investor Services
New York
$139K -$4.05K -1,050 -3%
JIC
340
Joel Isaacson & Co
New York
$139K
PSI
341
Pinnacle Summer Investments
Virginia
$137K +$86.5K +22,400 +262%
GT
342
Glenmede Trust
Pennsylvania
$123K
PMFA
343
Plante Moran Financial Advisors
Michigan
$112K +$270 +70 +0.3%
RFA
344
Reilly Financial Advisors
California
$106K -$62.2K -16,100 -42%
Robeco Institutional Asset Management
345
Robeco Institutional Asset Management
Netherlands
$98K
TC
346
TradeLink Capital
Illinois
$93K -$1.24M -322,000 -94%
IMS
347
Index Management Solutions
Pennsylvania
$86K +$75.4K +19,530 New
LIA
348
LS Investment Advisors
Michigan
$80K +$20.5K +5,320 +42%
BFEC
349
Benjamin F. Edwards & Company
Missouri
$78K +$541 +140 +0.8%
Envestnet Asset Management
350
Envestnet Asset Management
Illinois
$70K +$4.87K +1,260 +9%