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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
SMFS
226
Squar Milner Financial Services
California
$3K -$5.52K -40 -65%
PFGIA
227
Patriot Financial Group Insurance Agency
Massachusetts
$3K -$2.48K -18 -50%
FGAM
228
Financial Gravity Asset Management
Texas
$3K -$690 -5 -19%
HAM
229
Highstreet Asset Management
Ontario, Canada
$3K
VFA
230
Valeo Financial Advisors
Indiana
$3K
TPWA
231
TRUE Private Wealth Advisors
Oregon
$2K +$1.93K +14 New
RCAG
232
Rehmann Capital Advisory Group
Michigan
$1.3K
CFA
233
Camarda Financial Advisors
Florida
$1K
GRP
234
Global Retirement Partners
California
$1K +$552 +4 New
EIP
235
Epoch Investment Partners
New York
-$8.28M -65,709 Closed
WI
236
WBI Investments
New Jersey
-$4.77M -37,837 Closed
Brown Advisory
237
Brown Advisory
Maryland
-$2.27M -18,010 Closed
Parallax Volatility Advisers
238
Parallax Volatility Advisers
California
-$1.14M -9,064 Closed
N
239
Natixis
France
-$1.13M -9,052 Closed
BCM
240
BlueCrest Capital Management
Jersey
-$615K -4,883 Closed
PSUF
241
People's United Financial
Connecticut
-$580K -4,607 Closed
IWS
242
Insight Wealth Strategies
California
-$425K -3,372 Closed
SCM
243
Stevens Capital Management
Pennsylvania
-$327K -2,595 Closed
SCA
244
Secor Capital Advisors
New York
-$256K -2,040 Closed
RIA
245
Realta Investment Advisors
Delaware
-$201K -1,599 Closed
OWA
246
One Wealth Advisors
California
-$152K -1,208 Closed
FHB
247
First Hawaiian Bank
Hawaii
-$90K -711 Closed
PAM
248
Paradigm Asset Management
New York
-$88.2K -700 Closed
GAM
249
GQ Asset Management
New York
-$69K -544 Closed
NSIM
250
North Star Investment Management
Illinois
-$41K -325 Closed