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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
226
Truist Financial
North Carolina
$1.33M -$27.2K -92 -2%
MCA
227
Martin Capital Advisors
Texas
$1.32M
FGP
228
Freestone Grove Partners
California
$1.3M +$1.23M +4,147 New
Pictet Asset Management
229
Pictet Asset Management
Switzerland
$1.27M -$7.99K -27 -0.7%
Mariner
230
Mariner
Kansas
$1.27M +$739K +2,498 +162%
GWM
231
Gibbs Wealth Management
Georgia
$1.26M +$87.6K +296 +8%
EF
232
Empowered Funds
Pennsylvania
$1.26M +$1.19M +4,011 New
SC
233
Sepio Capital
Utah
$1.26M -$550K -1,857 -32%
IFA
234
Index Fund Advisors
California
$1.23M +$1.16M +3,913 New
AWP
235
Accretive Wealth Partners
New Jersey
$1.2M +$9.47K +32 +0.8%
LFAS
236
Level Four Advisory Services
Texas
$1.19M +$5.03K +17 +0.4%
CC
237
Centiva Capital
New York
$1.19M +$50.6K +171 +5%
RS
238
R Squared
Hong Kong
$1.12M +$395K +1,333 +60%
OSAM
239
O'Shaughnessy Asset Management
Connecticut
$1.11M +$170K +573 +19%
Bessemer Group
240
Bessemer Group
New Jersey
$1.1M +$6.51K +22 +0.6%
XT
241
XTX Topco
Cayman Islands
$1.1M -$908K -3,068 -47%
Osaic Holdings
242
Osaic Holdings
Arizona
$1.07M +$9.77K +33 +1%
Wealth Enhancement Advisory Services
243
Wealth Enhancement Advisory Services
Minnesota
$1.07M +$480K +1,623 +90%
Mackenzie Financial
244
Mackenzie Financial
Ontario, Canada
$1.06M
DWM
245
Diversify Wealth Management
Utah
$1.05M +$198K +668 +20%
AAS
246
Avantax Advisory Services
Texas
$1.04M +$102K +343 +12%
TC
247
TownSquare Capital
Utah
$1.02M -$11.1M -37,534 -92%
P
248
&Partners
Tennessee
$976K +$46.5K +157 +5%
IEFM
249
IQ EQ Fund Management
Ireland
$975K +$76.1K +257 +9%
AIC
250
Aurora Investment Counsel
Georgia
$970K +$915K +3,090 New