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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
276
Venturi Wealth Management
Texas
$3.92K +$1.39K +7 +54%
APW
277
Atlantic Private Wealth
North Carolina
$3.14K
ADL
278
Asset Dedication LLC
California
$3K
FDCC
279
Foster Dykema Cabot & Co
Massachusetts
$3K +$2.57K +13 New
Amundi
280
Amundi
France
$2.95K
FFA
281
Farther Finance Advisors
California
$2.75K
GRP
282
Global Retirement Partners
California
$2.35K +$1.19K +6 +100%
BFEC
283
Benjamin F. Edwards & Company
Missouri
$2K
CWP
284
Concord Wealth Partners
Virginia
$1.96K
MCM
285
Manchester Capital Management
Vermont
$1.18K
DI
286
Disciplined Investments
Oklahoma
$1.18K -$198 -1 -14%
JFA
287
JNBA Financial Advisors
Minnesota
$981
AAP
288
Arax Advisory Partners
Colorado
$785 +$396 +2 +100%
SIC
289
SJS Investment Consulting
Ohio
$785 +$594 +3 +300%
EWA
290
EverSource Wealth Advisors
Alabama
$588 -$594 -3 -50%
GWS
291
Glassman Wealth Services
Virginia
$392 -$792 -4 -67%
BAAM
292
Baker Avenue Asset Management
California
$392
CA
293
Crewe Advisors
Utah
$197 +$198 +1 New
PL
294
Perpetual Ltd
Australia
-$79.6M -392,108 Closed
Loomis, Sayles & Company
295
Loomis, Sayles & Company
Massachusetts
-$29.7M -146,183 Closed
Artisan Partners
296
Artisan Partners
Wisconsin
-$8.19M -40,350 Closed
HF
297
HRT Financial
New York
-$3.08M -15,194 Closed
UOC
298
UBS O'Connor
Illinois
-$2.03M -10,000 Closed
PCA
299
Pallas Capital Advisors
Massachusetts
-$1.3M -6,290 Closed
CANY
300
Caxton Associates (New York)
New York
-$840K -4,138 Closed