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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
201
CIBC Asset Management
Ontario, Canada
$453K +$39.9K +152 +10%
PHS
202
Pekin Hardy Strauss
Illinois
$448K -$42.3K -161 -9%
PP
203
Pegasus Partners
Wisconsin
$434K -$158K -601 -26%
CS
204
Cannell & Spears
New York
$416K
SAM
205
Shell Asset Management
Netherlands
$412K +$195K +741 +87%
PA
206
Parallel Advisors
California
$404K +$3.42K +13 +0.8%
JMPWA
207
JP Morgan Private Wealth Advisors
California
$403K +$16K +61 +4%
PAMS
208
Pictet Asset Management (Switzerland)
Switzerland
$396K +$402K +1,530 New
KFA
209
Krane Funds Advisors
New York
$394K -$210K -799 -34%
COI
210
Connable Office Inc
Michigan
$381K
PTC
211
Private Trust Company
Ohio
$381K
MLICM
212
Metropolitan Life Insurance Company (MetLife)
New York
$379K -$410K -1,561 -52%
GSC
213
Ground Swell Capital
South Carolina
$374K +$379K +1,443 New
CAM
214
Cresset Asset Management
Illinois
$369K +$3.15K +12 +0.8%
WF
215
Welch & Forbes
Massachusetts
$366K -$151K -576 -29%
Creative Planning
216
Creative Planning
Kansas
$364K +$3.15K +12 +0.9%
MA
217
Montag & Associates
Georgia
$363K -$10.5K -40 -3%
Assenagon Asset Management
218
Assenagon Asset Management
Luxembourg
$362K -$77.8K -296 -17%
PNC Financial Services Group
219
PNC Financial Services Group
Pennsylvania
$351K +$51.5K +196 +17%
HPC
220
HM Payson & Co
Maine
$350K
AG
221
AlphaSimPlex Group
Massachusetts
$349K -$712K -2,711 -67%
BPA
222
Beacon Pointe Advisors
California
$339K
CIBC Private Wealth Group
223
CIBC Private Wealth Group
Georgia
$338K
CCIA
224
Campbell & Co Investment Adviser
Maryland
$337K +$342K +1,300 New
Connor, Clark & Lunn Investment Management (CC&L)
225
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$321K -$335K -1,276 -51%