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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
201
LPL Financial
California
$398K +$132K +543 +54%
PAMU
202
Pictet Asset Management (UK)
United Kingdom
$393K -$41.2K -170 -10%
JMPWA
203
JP Morgan Private Wealth Advisors
California
$384K +$17K +70 +5%
COI
204
Connable Office Inc
Michigan
$378K
PTC
205
Private Trust Company
Ohio
$378K
MA
206
Montag & Associates
Georgia
$370K
CAM
207
Cresset Asset Management
Illinois
$364K +$6.07K +25 +2%
FT
208
Fiduciary Trust
Massachusetts
$363K +$342K +1,411 New
Creative Planning
209
Creative Planning
Kansas
$358K -$26K -107 -7%
HPC
210
HM Payson & Co
Maine
$347K
BPA
211
Beacon Pointe Advisors
California
$337K +$318K +1,309 New
CIBC Private Wealth Group
212
CIBC Private Wealth Group
Georgia
$335K
HSA
213
HBK Sorce Advisory
Pennsylvania
$316K +$4.13K +17 +1%
MC
214
Maverick Capital
Texas
$303K +$77.6K +320 +37%
PNC Financial Services Group
215
PNC Financial Services Group
Pennsylvania
$300K -$39.5K -163 -12%
CICI
216
Capital Investment Counsel Inc
North Carolina
$296K
HBT
217
Heartland Bank & Trust
Illinois
$291K
PA
218
Procyon Advisors
Connecticut
$291K
PI
219
PEAK6 Investments
Illinois
$288K +$271K +1,118 New
GAM
220
Gotham Asset Management
New York
$281K -$134K -554 -34%
Prudential Financial
221
Prudential Financial
New Jersey
$273K +$3.64K +15 +1%
Wolverine Trading
222
Wolverine Trading
Illinois
$269K -$71.8K -296 -22%
CCA
223
Cadent Capital Advisors
Oklahoma
$268K
Vanguard Personalized Indexing Management
224
Vanguard Personalized Indexing Management
California
$266K -$59.4K -245 -19%
BFS
225
Bard Financial Services
Connecticut
$257K