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Name Holding Trade Value Shares
Change
Change in
Stake
MIP
301
Marietta Investment Partners
Wisconsin
$518K -$6.41K -36 -1%
Cerity Partners
302
Cerity Partners
New York
$513K +$68.6K +385 +16%
QCM
303
Quantinno Capital Management
New York
$502K +$490K +2,754 New
MYIA
304
Mount Yale Investment Advisors
Colorado
$487K +$476K +2,672 New
QCM
305
Qsemble Capital Management
New York
$485K +$474K +2,659 New
LWAM
306
Legacy Wealth Asset Management
Minnesota
$471K +$19.6K +110 +4%
Westfield Capital Management
307
Westfield Capital Management
Massachusetts
$462K -$70.1M -393,820 -99%
William Blair Investment Management
308
William Blair Investment Management
Illinois
$458K +$57.2K +321 +15%
PAP
309
Persistent Asset Partners
Hong Kong
$451K +$441K +2,474 New
OF
310
Optimize Financial
California
$448K +$5.7K +32 +1%
CL
311
Choreo LLC
Illinois
$447K -$21K -118 -5%
1WM
312
1900 Wealth Management
Texas
$443K +$18.3K +103 +4%
First Trust Advisors
313
First Trust Advisors
Illinois
$430K +$130K +732 +45%
Rockefeller Capital Management
314
Rockefeller Capital Management
New York
$426K -$245K -1,375 -37%
MA
315
Mutual Advisors
Nebraska
$424K -$4.45K -25 -1%
MGI
316
Miller Global Investments
Texas
$422K +$412K +2,316 New
DIA
317
Dana Investment Advisors
Wisconsin
$419K
TSS
318
Two Sigma Securities
New York
$405K -$458K -2,573 -54%
LA
319
Legacy Advisors
Pennsylvania
$401K
Vanguard Personalized Indexing Management
320
Vanguard Personalized Indexing Management
California
$401K -$66.2K -372 -14%
WKSWA
321
White Knight Strategic Wealth Advisors
New Jersey
$400K +$24.9K +140 +7%
SOW
322
State of Wyoming
Wyoming
$397K +$115K +648 +42%
CIG
323
Cullen Investment Group
Louisiana
$394K -$90.5K -508 -19%
EF
324
Empowered Funds
Pennsylvania
$390K -$22.8K -128 -6%
MML Investors Services
325
MML Investors Services
Massachusetts
$388K +$71.2K +400 +23%