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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
126
HighTower Advisors
Illinois
$460K +$118K +814 +26%
PP
127
Pegasus Partners
Wisconsin
$458K +$207K +1,431 +57%
CG
128
Colony Group
Massachusetts
$445K +$554K +3,824 New
MSE
129
MUFG Securities EMEA
United Kingdom
$442K -$824K -5,689 -60%
FIM
130
Freedom Investment Management
Connecticut
$440K +$108K +743 +36%
URS
131
Utah Retirement Systems
Utah
$428K
ASN
132
Advisory Services Network
Georgia
$407K +$17.4K +120 +4%
Mitsubishi UFJ Trust & Banking
133
Mitsubishi UFJ Trust & Banking
Japan
$389K +$485K +3,349 New
Thrivent Financial for Lutherans
134
Thrivent Financial for Lutherans
Minnesota
$379K +$473K +3,264 New
ET
135
Equitable Trust
Tennessee
$374K +$140K +965 +43%
NA
136
NewEdge Advisors
Louisiana
$371K +$205K +1,413 +79%
BNP Paribas Financial Markets
137
BNP Paribas Financial Markets
France
$365K -$2.36M -16,290 -84%
HW
138
Hancock Whitney
Mississippi
$359K -$1.48M -10,190 -77%
BFS
139
Bradley Foster & Sargent
Connecticut
$351K
CAM
140
Cresset Asset Management
Illinois
$327K +$8.26K +57 +2%
Public Employees Retirement Association of Colorado
141
Public Employees Retirement Association of Colorado
Colorado
$324K
TNA
142
True North Advisors
Texas
$319K +$398K +2,750 New
GT
143
Glenmede Trust
Pennsylvania
$315K
State of Wisconsin Investment Board
144
State of Wisconsin Investment Board
Wisconsin
$309K -$17.4K -120 -4%
VAS
145
Vestmark Advisory Solutions
Massachusetts
$298K +$371K +2,562 New
AAS
146
Avantax Advisory Services
Texas
$266K +$106K +731 +47%
Allianz Asset Management
147
Allianz Asset Management
Germany
$264K -$231K -1,592 -41%
EMG
148
ETF Managers Group
New Jersey
$264K +$33K +228 +11%
CSS
149
Cubist Systematic Strategies
Connecticut
$256K +$202K +1,397 +174%
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
$256K +$319K +2,201 New