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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
AIG
151
American International Group
New York
$41K -$1.44K -15 -3%
Bessemer Group
152
Bessemer Group
New Jersey
$40K +$17.6K +183 +75%
NSIM
153
North Star Investment Management
Illinois
$31K – – –
Thompson Siegel & Walmsley
154
Thompson Siegel & Walmsley
Virginia
$29K -$28.8K -300 -50%
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$28K -$79.7K -829 -74%
LNB
156
Ledyard National Bank
$23K – – –
OFW
157
Omnia Family Wealth
Florida
$22K – – –
SignatureFD
158
SignatureFD
Georgia
$20K +$19.9K +207 New
VCM
159
Versant Capital Management
Arizona
$19K -$673 -7 -3%
Wealthspire Advisors (Maryland)
160
Wealthspire Advisors (Maryland)
Maryland
$18K -$4.42K -46 -20%
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$18K – – –
IFP Advisors
162
IFP Advisors
Florida
$13K – – –
Parallel Advisors
163
Parallel Advisors
California
$13K – – –
PCP
164
Proficio Capital Partners
Massachusetts
$10K – – –
Loring Wolcott & Coolidge Fiduciary Advisors
165
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K – – –
Altshuler Shaham
166
Altshuler Shaham
Israel
$8K +$30K +312 New
CHC
167
City Holding Co
West Virginia
$6K – – –
DSC
168
Duncker Streett & Co
Missouri
$6K – – –
FGC
169
Financial Gravity Companies
Texas
$6K +$481 +5 +10%
FGAM
170
Financial Gravity Asset Management
Texas
$6K +$5.48K +57 New
CFD
171
Creative Financial Designs
Indiana
$3K – – –
Global Retirement Partners
172
Global Retirement Partners
California
$3K – – –
Quadrant Capital Group
173
Quadrant Capital Group
Ohio
$3K – – –
SWM
174
SeaCrest Wealth Management
New York
$3K – – –
QS Investors
175
QS Investors
New York
$1K – – –