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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
276
Wealth Enhancement Advisory Services
Minnesota
$540K +$50.1K +159 +10%
PA
277
Procyon Advisors
Connecticut
$540K -$47.2K -150 -8%
PNC Financial Services Group
278
PNC Financial Services Group
Pennsylvania
$537K -$39K -124 -6%
JFG
279
Jefferies Financial Group
New York
$535K +$561K +1,783 New
YIH
280
Y-Intercept (HK)
Hong Kong
$524K +$550K +1,748 New
USAA
281
United Services Automobile Association
Texas
$523K +$556K +1,765 New
AWM
282
AE Wealth Management
Kansas
$516K +$542K +1,720 New
PAS
283
Park Avenue Securities
New York
$489K +$52K +165 +11%
SI
284
Seeds Investor
New York
$486K -$202K -642 -28%
GVAG
285
Great Valley Advisor Group
Delaware
$468K
CAM
286
Cresset Asset Management
Illinois
$464K +$29.3K +93 +6%
DP
287
Dearborn Partners
Illinois
$464K +$68K +216 +16%
PTC
288
Petrus Trust Company
Texas
$462K +$172K +545 +55%
Mariner
289
Mariner
Kansas
$462K -$52K -165 -10%
Franklin Resources
290
Franklin Resources
California
$459K +$14.5K +46 +3%
DP
291
Dundas Partners
United Kingdom
$456K
NW
292
Naviter Wealth
Arkansas
$456K
AI
293
AdvisorShares Investments
Maryland
$455K +$475K +1,510 New
WF
294
Welch & Forbes
Massachusetts
$453K -$31.5K -100 -6%
NED
295
Nancy E. Dempze
$448K
CCA
296
Cadent Capital Advisors
Oklahoma
$447K +$29.3K +93 +7%
COI
297
Connable Office Inc
Michigan
$441K
SGAM
298
Smith Group Asset Management
Texas
$435K +$18.9K +60 +4%
CIBC Asset Management
299
CIBC Asset Management
Ontario, Canada
$406K +$8.82K +28 +2%
MC
300
Machina Capital
France
$390K +$152K +484 +59%