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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
276
Calamos Wealth Management
Illinois
$318K +$349K +1,881 New
SFA
277
Sequoia Financial Advisors
Ohio
$316K -$202K -1,088 -37%
PCS
278
Personal CFO Solutions
New Jersey
$311K +$25.3K +136 +8%
SAMC
279
Spectrum Asset Management (California)
California
$308K +$929 +5 +0.3%
CCIA
280
Campbell & Co Investment Adviser
Maryland
$306K +$336K +1,810 New
BJL
281
Brighton Jones LLC
Washington
$303K +$333K +1,793 New
Amundi
282
Amundi
France
$300K +$70K +377 +27%
HWM
283
HB Wealth Management
Georgia
$299K -$289K -1,556 -47%
Blackstone Inc
284
Blackstone Inc
New York
$299K +$328K +1,766 New
CB
285
Commerce Bank
Missouri
$298K -$98.6K -531 -23%
GWM
286
Gibbs Wealth Management
Georgia
$296K -$127K -681 -28%
SAM
287
Securian Asset Management
Minnesota
$293K
MFS
288
Mirabella Financial Services
United Kingdom
$287K -$340K -1,828 -52%
VCA
289
Verdence Capital Advisors
Maryland
$285K +$48.3K +260 +18%
PA
290
Procyon Advisors
Connecticut
$284K -$20.8K -112 -6%
CC
291
Centiva Capital
New York
$275K +$302K +1,624 New
AWAU
292
Alliance Wealth Advisors (Utah)
Utah
$274K -$116K -623 -28%
Caisse de Depot et Placement du Quebec (CDPQ)
293
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$270K +$297K +1,600 New
PS
294
Principal Securities
Iowa
$268K -$22.7K -122 -7%
ET
295
Entropy Technologies
New York
$265K -$533K -2,870 -65%
CL
296
Choreo LLC
Illinois
$263K +$289K +1,554 New
UCFA
297
United Capital Financial Advisors
Texas
$257K -$4.02M -21,625 -93%
NED
298
Nancy E. Dempze
$253K
NA
299
NewEdge Advisors
Louisiana
$252K +$66.5K +358 +32%
VCM
300
Versant Capital Management
Arizona
$252K +$44.8K +241 +19%