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Artisan Partners

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
226
B. Riley Wealth Advisors
Florida
$335K +$34.4K +935 +11%
SWM
227
Salvus Wealth Management
New Jersey
$333K +$65.3K +1,776 +23%
DTL
228
Dynamic Technology Lab
Singapore
$332K -$29.1K -790 -8%
IA
229
IFG Advisory
Georgia
$330K +$352K +9,563 New
PA
230
Parallel Advisors
California
$326K -$25.5K -693 -7%
Wealth Enhancement Advisory Services
231
Wealth Enhancement Advisory Services
Minnesota
$324K +$326K +8,877 New
Mackenzie Financial
232
Mackenzie Financial
Ontario, Canada
$324K – – –
US Bancorp
233
US Bancorp
Minnesota
$323K +$210K +5,717 +157%
ProShare Advisors
234
ProShare Advisors
Maryland
$320K -$20.2K -550 -6%
State of Wisconsin Investment Board
235
State of Wisconsin Investment Board
Wisconsin
$319K +$87.5K +2,378 +35%
CWP
236
Curated Wealth Partners
California
$319K -$17K -463 -5%
CL
237
Choreo LLC
Illinois
$313K -$11.5K -312 -3%
HighTower Advisors
238
HighTower Advisors
Illinois
$312K +$23.3K +633 +8%
PEAK6
239
PEAK6
Illinois
$310K -$259K -7,047 -44%
IA
240
Inspire Advisors
Idaho
$307K +$88.7K +2,411 +37%
AIM
241
ARGA Investment Management
Connecticut
$307K – – –
Commonwealth Equity Services
242
Commonwealth Equity Services
Massachusetts
$302K -$35.8K -972 -10%
TC
243
TwinBeech Capital
New York
$302K -$1.04M -28,253 -76%
ICP
244
Impact Capital Partners
Colorado
$302K -$30.7K -836 -9%
Bank of Montreal
245
Bank of Montreal
Ontario, Canada
$301K +$28.8K +784 +10%
MAM
246
Morse Asset Management
Connecticut
$291K – – –
RWM
247
Ritholtz Wealth Management
New York
$291K -$42.7K -1,160 -12%
PF
248
Prosperitas Financial
California
$283K +$84.7K +2,303 +39%
MFWP
249
Mosaic Family Wealth Partners
Missouri
$281K +$32.3K +877 +12%
MOACM
250
Mutual of America Capital Management
New York
$281K +$2.46K +67 +0.8%