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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
226
Mercer Global Advisors
Colorado
$923K +$464K +1,739 +78%
STA
227
Summit Trail Advisors
New York
$921K +$1.06M +3,971 New
AI
228
Atom Investors
Texas
$896K +$1.03M +3,863 New
Bessemer Group
229
Bessemer Group
New Jersey
$887K +$84.5K +317 +9%
AIC
230
Aurora Investment Counsel
Georgia
$884K +$192K +720 +23%
Vanguard Personalized Indexing Management
231
Vanguard Personalized Indexing Management
California
$877K -$239K -897 -19%
DWM
232
Diversify Wealth Management
Utah
$871K +$4.26K +16 +0.4%
AWP
233
Accretive Wealth Partners
New Jersey
$870K -$20.3K -76 -2%
PWG
234
Portside Wealth Group
Utah
$867K -$307K -1,151 -24%
SWGC
235
Summit Wealth Group (Colorado)
Colorado
$863K +$982K +3,683 New
Pictet Asset Management
236
Pictet Asset Management
Switzerland
$846K -$107K -403 -10%
Ensign Peak Advisors
237
Ensign Peak Advisors
Utah
$846K -$1.53M -5,750 -61%
PCM
238
Polymer Capital Management
New York
$844K +$970K +3,639 New
FC
239
Farringdon Capital
United Kingdom
$835K +$960K +3,601 New
RS
240
R Squared
Hong Kong
$827K -$2.13K -8 -0.2%
QCG
241
Quadrant Capital Group
Ohio
$817K +$481K +1,803 +105%
Mackenzie Financial
242
Mackenzie Financial
Ontario, Canada
$812K +$34.7K +130 +4%
N
243
Numerai
California
$800K +$919K +3,447 New
A
244
AlphaQuest
New York
$777K -$726K -2,722 -45%
FRM
245
Fox Run Management
Connecticut
$775K -$477K -1,789 -35%
SG Americas Securities
246
SG Americas Securities
New York
$748K +$478K +1,794 +126%
P
247
&Partners
Tennessee
$735K +$16.8K +63 +2%
GWM
248
Gibbs Wealth Management
Georgia
$734K -$230K -862 -21%
FGP
249
Freestone Grove Partners
California
$729K -$268K -1,007 -24%
IEFM
250
IQ EQ Fund Management
Ireland
$721K