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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
201
LPL Financial
California
$398K +$132K +543 +54%
Pictet Asset Management (UK)
202
Pictet Asset Management (UK)
United Kingdom
$393K -$41.2K -170 -10%
JP Morgan Private Wealth Advisors
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 – – –
Montag & Associates
206
Montag & Associates
Georgia
$370K – – –
Cresset Asset Management
207
Cresset Asset Management
Illinois
$364K +$6.07K +25 +2%
Fiduciary Trust
208
Fiduciary Trust
Massachusetts
$363K +$342K +1,411 New
Creative Planning
209
Creative Planning
Kansas
$358K -$26K -107 -7%
HM Payson & Co
210
HM Payson & Co
Maine
$347K – – –
Beacon Pointe Advisors
211
Beacon Pointe Advisors
California
$337K +$318K +1,309 New
CIBC Private Wealth Group
212
CIBC Private Wealth Group
Georgia
$335K – – –
HBK Sorce Advisory
213
HBK Sorce Advisory
Pennsylvania
$316K +$4.13K +17 +1%
Maverick Capital
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 – – –
Procyon Advisors
218
Procyon Advisors
Connecticut
$291K – – –
PEAK6 Investments
219
PEAK6 Investments
Illinois
$288K +$271K +1,118 New
Gotham Asset Management
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 – – –