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Name Holding Trade Value Shares
Change
Change in
Stake
IAS
501
IMA Advisory Services
Colorado
$2K +$2K +48 New
GWS
502
Glassman Wealth Services
Virginia
$1K -$209 -5 -15%
NR
503
Newfound Research
Massachusetts
$1K -$42 -1 -5%
FC
504
Ferris Capital
Massachusetts
$1K – – –
GI
505
Gradient Investments
Minnesota
$1K – – –
TFO
506
Tarbox Family Office
California
$1K – – –
TL
507
TrueWealth LLC
Georgia
$1K +$1.13K +27 New
AF
508
Advisornet Financial
Minnesota
$1K +$1.17K +28 New
RWM
509
Raffa Wealth Management
District of Columbia
$629 – – –
Boston Partners
510
Boston Partners
Massachusetts
– -$66.6M -1,399,669 Closed
MWNA
511
Marshall Wace North America
New York
– -$31.5M -662,027 Closed
AU
512
Algebris (UK)
United Kingdom
– -$19.1M -401,161 Closed
SI
513
Scout Investments
Missouri
– -$16.3M -342,114 Closed
CTA
514
Carillon Tower Advisers
Florida
– -$9.88M -207,575 Closed
PI
515
Putnam Investments
Massachusetts
– -$8.43M -176,963 Closed
SFM
516
Systematic Financial Management
New Jersey
– -$8.03M -168,642 Closed
Mackenzie Financial
517
Mackenzie Financial
Ontario, Canada
– -$6.55M -137,616 Closed
CFG
518
Cambridge Financial Group
Ohio
– -$5.35M -112,305 Closed
MPM
519
Meritage Portfolio Management
Kansas
– -$5.18M -108,905 Closed
HCM
520
Highbridge Capital Management
New York
– -$4.08M -85,600 Closed
FTC
521
Farmers Trust Company
Ohio
– -$3.79M -79,648 Closed
GCP
522
GSA Capital Partners
United Kingdom
– -$3.77M -79,072 Closed
QT
523
Quantbot Technologies
New York
– -$3.46M -72,789 Closed
SCM
524
Stevens Capital Management
Pennsylvania
– -$3.38M -70,885 Closed
BPM
525
Bowling Portfolio Management
Ohio
– -$3.32M -69,673 Closed