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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
401
MV Capital Management
Maryland
$469 -$695 -4 -57%
BIM
402
Breakwater Investment Management
Washington
$469
WA
403
Whipplewood Advisors
Colorado
$468 -$2.61K -15 -83%
TM
404
Torren Management
California
$468
APFP
405
Action Point Financial Planning
Michigan
$468 +$521 +3 New
CCMI
406
Creative Capital Management Investments
California
$468 +$521 +3 New
DPW
407
DiNuzzo Private Wealth
Pennsylvania
$313
JWM
408
JPL Wealth Management
Colorado
$313 +$348 +2 New
PWA
409
Principia Wealth Advisory
Texas
$312 -$869 -5 -71%
CH
410
Cromwell Holdings
Wyoming
$312
SS
411
SBI Securities
Japan
$312
DF
412
DecisionPoint Financial
Arizona
$162 +$174 +1 New
ACA
413
American Capital Advisory
Idaho
$157 -$521 -3 -75%
AF
414
Advisornet Financial
Minnesota
$156 +$174 +1 New
LI
415
LRI Investments
Florida
$156 +$174 +1 New
Optiver Holding
416
Optiver Holding
Netherlands
$156 +$174 +1 New
SGFG
417
Silver Grove Financial Group
New York
$156 +$174 +1 New
Select Equity Group
418
Select Equity Group
New York
-$108M -637,723 Closed
MGP
419
M&G plc
United Kingdom
-$25.3M -149,783 Closed
Qube Research & Technologies (QRT)
420
Qube Research & Technologies (QRT)
United Kingdom
-$23.6M -139,894 Closed
IGM
421
Incline Global Management
New York
-$14.9M -88,354 Closed
Schroder Investment Management Group
422
Schroder Investment Management Group
United Kingdom
-$13.9M -84,286 Closed
CAM
423
Congress Asset Management
Massachusetts
-$13.1M -77,405 Closed
RRAM
424
River Road Asset Management
Kentucky
-$7.11M -42,084 Closed
PAM
425
Panagora Asset Management
Massachusetts
-$5.85M -34,615 Closed