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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
151
Martingale Asset Management
Massachusetts
$826K -$2.52M -12,704 -78%
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$815K +$695K +3,500 +26,923%
ASN
153
Advisory Services Network
Georgia
$804K -$14.7K -74 -2%
ACA
154
Aptus Capital Advisors
Alabama
$785K +$674K +3,391 New
GVAG
155
Great Valley Advisor Group
Delaware
$771K -$63.6K -320 -9%
FIM
156
Freedom Investment Management
Connecticut
$755K -$9.14K -46 -1%
BNP Paribas Financial Markets
157
BNP Paribas Financial Markets
France
$746K +$371K +1,867 +138%
Zurich Cantonal Bank
158
Zurich Cantonal Bank
Switzerland
$713K +$122K +615 +25%
BFS
159
Bradley Foster & Sargent
Connecticut
$700K
Public Employees Retirement Association of Colorado
160
Public Employees Retirement Association of Colorado
Colorado
$645K
BTWM
161
Baker Tilly Wealth Management
Wisconsin
$645K +$553K +2,785 New
State of Wisconsin Investment Board
162
State of Wisconsin Investment Board
Wisconsin
$644K -$21.9K -110 -4%
SLG
163
Stanley-Laman Group
Pennsylvania
$615K +$94.8K +477 +22%
SSA
164
Schonfeld Strategic Advisors
New York
$614K +$79.7K +401 +18%
Truist Financial
165
Truist Financial
North Carolina
$595K +$510K +2,567 New
GC
166
Globeflex Capital
California
$591K +$507K +2,550 New
AAS
167
Avantax Advisory Services
Texas
$574K +$7.15K +36 +1%
V
168
Veritable
Delaware
$555K +$476K +2,397 New
Fiera Capital (Canada)
169
Fiera Capital (Canada)
Quebec, Canada
$552K +$108K +546 +30%
EMG
170
ETF Managers Group
New Jersey
$548K +$42.1K +212 +10%
WF
171
Welch & Forbes
Massachusetts
$541K -$39.7K -200 -8%
PAG
172
Private Advisory Group
Washington
$529K +$453K +2,283 New
HIM
173
Hillsdale Investment Management
Ontario, Canada
$510K +$425K +2,140 +3,567%
PAMU
174
Pictet Asset Management (UK)
United Kingdom
$509K +$59.6K +300 +16%
MSL
175
Mackay Shields LLC
New York
$505K +$433K +2,182 New