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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
201
Metropolitan Life Insurance Company (MetLife)
New York
$335K -$5.76K -29 -2%
ProShare Advisors
202
ProShare Advisors
Maryland
$334K -$795 -4 -0.3%
MA
203
Montag & Associates
Georgia
$333K
NA
204
Navellier & Associates
Nevada
$323K -$28.2K -142 -9%
Creative Planning
205
Creative Planning
Kansas
$323K -$5.17K -26 -2%
PA
206
Procyon Advisors
Connecticut
$315K
TF
207
Trek Financial
Arizona
$315K +$270K +1,359 New
HPC
208
HM Payson & Co
Maine
$313K -$99.3K -500 -27%
Prudential Financial
209
Prudential Financial
New Jersey
$306K -$32.8K -165 -11%
PNC Financial Services Group
210
PNC Financial Services Group
Pennsylvania
$306K -$17.1K -86 -6%
CIBC Private Wealth Group
211
CIBC Private Wealth Group
Georgia
$302K
MML Investors Services
212
MML Investors Services
Massachusetts
$298K -$65.2K -328 -20%
PWS
213
Precision Wealth Strategies
Missouri
$290K +$249K +1,252 New
CICI
214
Capital Investment Counsel Inc
North Carolina
$289K
HSA
215
HBK Sorce Advisory
Pennsylvania
$280K -$93.8K -472 -28%
RJA
216
Raymond James & Associates
Florida
$275K +$236K +1,189 New
ET
217
Equitable Trust
Tennessee
$266K -$169K -850 -43%
BF
218
BOK Financial
Oklahoma
$263K -$170K -857 -43%
HBT
219
Heartland Bank & Trust
Illinois
$262K +$224K +1,130 New
TI
220
Trexquant Investment
Connecticut
$253K -$248K -1,246 -53%
CCA
221
Cadent Capital Advisors
Oklahoma
$250K +$215K +1,080 New
Vanguard Personalized Indexing Management
222
Vanguard Personalized Indexing Management
California
$247K +$212K +1,068 New
Holocene Advisors
223
Holocene Advisors
New York
$245K -$1.04M -5,252 -83%
ACM
224
AlphaCrest Capital Management
New York
$242K -$119K -600 -36%
AII
225
AGF Investments Inc
Ontario, Canada
$240K -$249K -1,254 -55%