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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
226
CSat Investment Advisory
Michigan
$13K +$1.85K +12 +15%
ADL
227
Asset Dedication LLC
California
$11K – – –
Cullen/Frost Bankers
228
Cullen/Frost Bankers
Texas
$11K – – –
CHC
229
City Holding Co
West Virginia
$9K – – –
Loring Wolcott & Coolidge Fiduciary Advisors
230
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K – – –
IFP Advisors
231
IFP Advisors
Florida
$7K +$7.7K +50 New
Quadrant Capital Group
232
Quadrant Capital Group
Ohio
$5K – – –
CBT
233
Capital Bank & Trust
California
$5K +$5.7K +37 New
Carson Wealth (CWM LLC)
234
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
FGAM
235
Financial Gravity Asset Management
Texas
$3K – – –
HAM
236
Highstreet Asset Management
Ontario, Canada
$3K – – –
Valeo Financial Advisors
237
Valeo Financial Advisors
Indiana
$3K – – –
Benjamin F. Edwards & Company
238
Benjamin F. Edwards & Company
Missouri
$3K +$3.23K +21 New
CAPTRUST Financial Advisors
239
CAPTRUST Financial Advisors
North Carolina
$2K -$10.2K -66 -85%
Acadian Asset Management
240
Acadian Asset Management
Massachusetts
$2K +$2.46K +16 New
RCAG
241
Rehmann Capital Advisory Group
Michigan
$1.31K – – –
PFGIA
242
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$1.39K -9 -50%
Global Retirement Partners
243
Global Retirement Partners
California
$1K – – –
SWP
244
Strategic Wealth Partners
Ohio
$14 – – –
APG Asset Management
245
APG Asset Management
Netherlands
– -$7.59M -59,800 Closed
Marshall Wace North America
246
Marshall Wace North America
New York
– -$1.19M -8,244 Closed
ACM
247
AlphaCrest Capital Management
New York
– -$955K -6,600 Closed
FCM
248
Force Capital Management
New York
– -$420K -2,903 Closed
USAA
249
United Services Automobile Association
Texas
– -$412K -2,851 Closed
ACI
250
AMP Capital Investors
Australia
– -$401K -2,800 Closed