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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
AF
201
Allworth Financial
California
$8K +$9.85K +68 New
CHC
202
City Holding Co
West Virginia
$7K
QCG
203
Quadrant Capital Group
Ohio
$7K +$1.88K +13 +33%
IA
204
IFP Advisors
Florida
$5K -$145 -1 -2%
LWCFA
205
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K
VFA
206
Valeo Financial Advisors
Indiana
$5K +$2.46K +17 +85%
HIM
207
Hillsdale Investment Management
Ontario, Canada
$5K +$6.52K +45 New
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$4K
EWM
209
EPG Wealth Management
Georgia
$4K
GI
210
Gradient Investments
Minnesota
$4K +$5.07K +35 New
AS
211
Altshuler Shaham
Israel
$3K -$15.2K -105 -80%
FCM
212
Firestone Capital Management
Florida
$3K
SL
213
Savior LLC
Massachusetts
$3K
AIM
214
Aigen Investment Management
New York
$3K +$3.77K +26 New
TWA
215
TCI Wealth Advisors
Arizona
$3K +$4.06K +28 New
PFGIA
216
Patriot Financial Group Insurance Agency
Massachusetts
$1K
CFN
217
Cordasco Financial Network
Florida
$1K +$724 +5 New
AIC
218
Ameritas Investment Company
Nebraska
$1K +$1.16K +8 New
MWM
219
MBE Wealth Management
Wisconsin
$1K +$1.45K +10 New
PAMU
220
Pictet Asset Management (UK)
United Kingdom
-$4.56M -30,156 Closed
MMA
221
Miracle Mile Advisors
California
-$3.98M -26,316 Closed
Public Sector Pension Investment Board (PSP Investments)
222
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$3.18M -21,000 Closed
AI
223
Atria Investments
North Carolina
-$1.83M -12,104 Closed
Robeco Institutional Asset Management
224
Robeco Institutional Asset Management
Netherlands
-$1.05M -6,959 Closed
ARTA
225
A.R.T. Advisors
New York
-$988K -6,532 Closed