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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
251
Bradley Foster & Sargent
Connecticut
$948K
IWC
252
Integrated Wealth Concepts
Massachusetts
$947K +$252K +852 +39%
AIM
253
Aigen Investment Management
New York
$946K +$892K +3,014 New
CFO
254
Callan Family Office
Pennsylvania
$943K +$634K +2,141 +248%
PWS
255
Precision Wealth Strategies
Missouri
$939K +$58.9K +199 +7%
AI
256
Atria Investments
North Carolina
$924K -$4.14K -14 -0.5%
William Blair & Company
257
William Blair & Company
Illinois
$909K -$370K -1,250 -30%
BBVA
258
Banco Bilbao Vizcaya Argentaria
Spain
$888K -$355K -1,200 -30%
WorldQuant Millennium Advisors
259
WorldQuant Millennium Advisors
New York
$885K +$835K +2,819 New
Public Employees Retirement Association of Colorado
260
Public Employees Retirement Association of Colorado
Colorado
$875K
PAS
261
Point72 Asia (Singapore)
Singapore
$862K +$648K +2,189 +394%
EI
262
Ethic Inc
New York
$857K +$76.1K +257 +10%
HWM
263
HB Wealth Management
Georgia
$838K -$18.6K -63 -2%
CCA
264
Covey Capital Advisors
Georgia
$817K
Janney Montgomery Scott
265
Janney Montgomery Scott
Pennsylvania
$794K -$223K -754 -23%
SQA
266
Simon Quick Advisors
New Jersey
$789K -$309K -1,043 -29%
1C
267
111 Capital
France
$766K +$380K +1,282 +111%
PTC
268
Petrus Trust Company
Texas
$757K +$257K +868 +56%
PA
269
Planning Alternatives
Michigan
$751K -$4.44K -15 -0.6%
ASN
270
Advisory Services Network
Georgia
$726K +$46.5K +157 +6%
Capstone Investment Advisors
271
Capstone Investment Advisors
New York
$707K +$667K +2,252 New
Mercer Global Advisors
272
Mercer Global Advisors
Colorado
$702K +$456K +1,540 +221%
Deutsche Bank
273
Deutsche Bank
Germany
$694K +$85.3K +288 +15%
PHK
274
Point72 Hong Kong
Hong Kong
$691K -$3.95M -13,343 -86%
Cetera Investment Advisers
275
Cetera Investment Advisers
Illinois
$690K -$2.37K -8 -0.4%