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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
401
International Assets Investment Management
Florida
$486 -$1.22K -7 -70%
MCM
402
MV Capital Management
Maryland
$469 -$695 -4 -57%
BIM
403
Breakwater Investment Management
Washington
$469 – – –
WA
404
Whipplewood Advisors
Colorado
$468 -$2.61K -15 -83%
TM
405
Torren Management
California
$468 – – –
APFP
406
Action Point Financial Planning
Michigan
$468 +$521 +3 New
CCMI
407
Creative Capital Management Investments
California
$468 +$521 +3 New
DPW
408
DiNuzzo Private Wealth
Pennsylvania
$313 – – –
JWM
409
JPL Wealth Management
Colorado
$313 +$348 +2 New
PWA
410
Principia Wealth Advisory
Texas
$312 -$869 -5 -71%
CH
411
Cromwell Holdings
Wyoming
$312 – – –
SS
412
SBI Securities
Japan
$312 – – –
DF
413
DecisionPoint Financial
Arizona
$162 +$174 +1 New
ACA
414
American Capital Advisory
Idaho
$157 -$521 -3 -75%
AF
415
Advisornet Financial
Minnesota
$156 +$174 +1 New
LI
416
LRI Investments
Florida
$156 +$174 +1 New
Optiver Holding
417
Optiver Holding
Netherlands
$156 +$174 +1 New
SGFG
418
Silver Grove Financial Group
New York
$156 +$174 +1 New
Select Equity Group
419
Select Equity Group
New York
– -$108M -637,723 Closed
MGP
420
M&G plc
United Kingdom
– -$25.3M -149,783 Closed
Qube Research & Technologies (QRT)
421
Qube Research & Technologies (QRT)
United Kingdom
– -$23.6M -139,894 Closed
IGM
422
Incline Global Management
New York
– -$14.9M -88,354 Closed
Schroder Investment Management Group
423
Schroder Investment Management Group
United Kingdom
– -$13.9M -84,286 Closed
CAM
424
Congress Asset Management
Massachusetts
– -$13.1M -77,405 Closed
RRAM
425
River Road Asset Management
Kentucky
– -$7.11M -42,084 Closed