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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
151
Versant Capital Management
Arizona
$16K
NSIM
152
North Star Investment Management
Illinois
$15K +$14.7K +200 New
TG
153
TLP Group
Illinois
$11K +$11K +149 New
LWCFA
154
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10K +$9.78K +133 New
WAM
155
Wealthspire Advisors (Maryland)
Maryland
$9K -$5.51K -75 -38%
IA
156
IFP Advisors
Florida
$9K -$662 -9 -7%
Creative Planning
157
Creative Planning
Kansas
$8K +$588 +8 +8%
AIM
158
Advantage Investment Management
Iowa
$7K
BIG
159
Bellwether Investment Group
Tennessee
$7K +$7.06K +96 New
EWM
160
Evercore Wealth Management
New York
$6K
KT
161
Kanaly Trust
Texas
$6K
AA
162
Apriem Advisors
California
$5K
CHC
163
City Holding Co
West Virginia
$5K
DSC
164
Duncker Streett & Co
Missouri
$5K
BFEC
165
Benjamin F. Edwards & Company
Missouri
$3K +$735 +10 +29%
NFG
166
Next Financial Group
Texas
$2K
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2.13K +29 New
CFD
168
Creative Financial Designs
Indiana
$2K +$2.43K +33 New
QI
169
QS Investors
New York
$1K
QCG
170
Quadrant Capital Group
Ohio
$1K +$1.03K +14 New
QT
171
Quantbot Technologies
New York
$1K +$1.54K +21 New
ACM
172
Ashe Capital Management
New Jersey
-$33.3M -419,656 Closed
HCM
173
Highbridge Capital Management
New York
-$4.08M -51,426 Closed
AAMU
174
AEGON Asset Management (UK)
United Kingdom
-$1.62M -20,425 Closed
Susquehanna International Group
175
Susquehanna International Group
Pennsylvania
-$1.18M -16,000 Closed