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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$12K +$1.17K +10 +10%
PCP
202
Proficio Capital Partners
Massachusetts
$11K
RFC
203
Regions Financial Corp
Alabama
$10K
FHA
204
First Horizon Advisors
Tennessee
$9K +$703 +6 +7%
FIA
205
FNY Investment Advisers
New York
$9K +$10.5K +90 New
ADL
206
Asset Dedication LLC
California
$8K
CHC
207
City Holding Co
West Virginia
$7K
DSC
208
Duncker Streett & Co
Missouri
$7K
LWCFA
209
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K
FGC
210
Financial Gravity Companies
Texas
$5K +$4.69K +40 New
KPW
211
Kore Private Wealth
New York
$5K +$5.04K +43 New
PHK
212
Point72 Hong Kong
Hong Kong
$4K -$3.52K -30 -43%
QCG
213
Quadrant Capital Group
Ohio
$4K
Acadian Asset Management
214
Acadian Asset Management
Massachusetts
$3K
HAM
215
Highstreet Asset Management
Ontario, Canada
$3K
NFG
216
Next Financial Group
Texas
$3K
SWM
217
SeaCrest Wealth Management
New York
$3K
MIM
218
MetLife Investment Management
New Jersey
$2.75K
CAW
219
Cornerstone Advisors (Washington)
Washington
$1K -$234 -2 -22%
QI
220
QS Investors
New York
$1K
MSA
221
Marino Stram & Associates
Massachusetts
$1K +$938 +8 New
RCAG
222
Rehmann Capital Advisory Group
Michigan
$988
Nisa Investment Advisors
223
Nisa Investment Advisors
Missouri
-$2.04M -16,181 Closed
Assenagon Asset Management
224
Assenagon Asset Management
Luxembourg
-$1.78M -14,168 Closed
Wealth Enhancement Advisory Services
225
Wealth Enhancement Advisory Services
Minnesota
-$885K -7,692 Closed