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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
FCM
276
Fieldview Capital Management
Michigan
$388K +$386K +1,784 New
American Century Companies
277
American Century Companies
Missouri
$384K -$4.02M -18,571 -91%
CIBC Private Wealth Group
278
CIBC Private Wealth Group
Georgia
$378K -$515K -2,379 -58%
SAM
279
Securian Asset Management
Minnesota
$376K -$21.7K -100 -5%
OSAM
280
O'Shaughnessy Asset Management
Connecticut
$375K -$92.7K -428 -20%
PS
281
Principal Securities
Iowa
$371K +$143K +659 +63%
PCS
282
Personal CFO Solutions
New Jersey
$370K +$174K +804 +89%
DAS
283
Diversify Advisory Services
Utah
$370K +$18.8K +87 +5%
ACM
284
Andina Capital Management
Utah
$361K +$13.4K +62 +4%
JWCA
285
J.W. Cole Advisors
Florida
$357K -$53.1K -245 -13%
BP
286
Ballentine Partners
Massachusetts
$356K -$64.1K -296 -15%
BAAM
287
Baker Avenue Asset Management
California
$352K +$351K +1,621 New
Franklin Resources
288
Franklin Resources
California
$340K -$3.68K -17 -1%
AC
289
AlphaCore Capital
California
$334K +$332K +1,535 New
NED
290
Nancy E. Dempze
$325K
LCM
291
Legato Capital Management
California
$323K +$322K +1,485 New
AAM
292
Azzad Asset Management
Virginia
$320K +$319K +1,473 New
COI
293
Connable Office Inc
Michigan
$319K
SCP
294
Sivia Capital Partners
California
$319K +$318K +1,469 New
IC
295
Inscription Capital
Texas
$315K +$314K +1,451 New
PA
296
Parallel Advisors
California
$310K +$81.6K +377 +36%
VCA
297
Verdence Capital Advisors
Maryland
$309K +$11.7K +54 +4%
LJAC
298
L.J. Altfest & Co
New York
$309K +$308K +1,423 New
P
299
&Partners
Tennessee
$307K -$384K -1,771 -56%
Amundi
300
Amundi
France
$304K +$303K +1,398 New