We are live on ! Find out more
MORN icon

Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
151
Principal Financial Group
Iowa
$331K -$37.7K -245 -10%
ET
152
Equitable Trust
Tennessee
$329K
CAC
153
Cowen and Company
New York
$329K +$346K +2,250 New
AG
154
Advisor Group
Arizona
$328K +$54.2K +352 +19%
GT
155
Glenmede Trust
Pennsylvania
$327K -$71.4K -464 -17%
FIM
156
Freedom Investment Management
Connecticut
$323K +$45K +292 +15%
PAM
157
Panagora Asset Management
Massachusetts
$311K
MA
158
Montag & Associates
Georgia
$308K
HPC
159
HM Payson & Co
Maine
$300K
HIM
160
Hanlon Investment Management
New Jersey
$292K -$308K -2,000 -50%
NA
161
Navellier & Associates
Nevada
$288K -$23.6K -153 -7%
HKAM
162
Horizon Kinetics Asset Management
New York
$287K -$36.9K -240 -11%
MML Investors Services
163
MML Investors Services
Massachusetts
$280K +$24K +156 +9%
DTL
164
Dynamic Technology Lab
Singapore
$280K +$295K +1,917 New
GH
165
GAM Holding
Switzerland
$267K +$281K +1,826 New
SAMC
166
Spectrum Asset Management (California)
California
$263K
Creative Planning
167
Creative Planning
Kansas
$262K +$6.93K +45 +3%
BIM
168
Bridges Investment Management
Nebraska
$260K
COI
169
Connable Office Inc
Michigan
$246K
Prudential Financial
170
Prudential Financial
New Jersey
$238K +$308 +2 +0.1%
CAM
171
Cresset Asset Management
Illinois
$236K +$19.7K +128 +9%
ERIM
172
Eagle Ridge Investment Management
Connecticut
$234K
SAM
173
Symphony Asset Management
California
$232K -$17.6K -114 -7%
EGM
174
Engineers Gate Manager
New York
$229K +$242K +1,570 New
FDCDDQ
175
Federation des caisses Desjardins du Quebec
Quebec, Canada
$226K -$14K -91 -6%