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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
151
BCGM Wealth Management
Indiana
$914K +$67.1K +282 +8%
Fiera Capital (Canada)
152
Fiera Capital (Canada)
Quebec, Canada
$912K – – –
ACMA
153
Arbor Capital Management (Alaska)
Alaska
$900K +$14.3K +60 +1%
GPGA
154
Grandeur Peak Global Advisors
Utah
$891K -$494K -2,078 -33%
VI
155
Versor Investments
New York
$881K -$5.71K -24 -0.6%
INTECH Investment Management
156
INTECH Investment Management
Florida
$857K +$960K +4,035 New
MCA
157
Martin Capital Advisors
Texas
$846K -$178K -750 -16%
Canada Life
158
Canada Life
Manitoba, Canada
$836K +$478K +2,012 +104%
Veritable
159
Veritable
Delaware
$826K -$56.8K -239 -6%
BTWM
160
Baker Tilly Wealth Management
Wisconsin
$816K -$83K -349 -8%
ExodusPoint Capital Management
161
ExodusPoint Capital Management
New York
$781K -$6.61M -27,787 -88%
Avantax Advisory Services
162
Avantax Advisory Services
Texas
$765K +$80.9K +340 +10%
Advisory Services Network
163
Advisory Services Network
Georgia
$758K -$398K -1,674 -32%
TCM
164
Twin Capital Management
Pennsylvania
$748K -$238 -1 -0%
ALPS Advisors
165
ALPS Advisors
Colorado
$689K -$356K -1,495 -32%
Zurich Cantonal Bank
166
Zurich Cantonal Bank
Switzerland
$688K – – –
Handelsbanken Fonder
167
Handelsbanken Fonder
Sweden
$652K -$285K -1,200 -28%
Bradley Foster & Sargent
168
Bradley Foster & Sargent
Connecticut
$641K – – –
Royal Bank of Canada
169
Royal Bank of Canada
Ontario, Canada
$627K -$959K -4,032 -58%
NewEdge Advisors
170
NewEdge Advisors
Louisiana
$626K +$702K +2,950 New
Janney Montgomery Scott
171
Janney Montgomery Scott
Pennsylvania
$613K +$200K +840 +41%
AWP
172
Accretive Wealth Partners
New Jersey
$606K -$22.6K -95 -3%
RegentAtlantic Capital
173
RegentAtlantic Capital
New Jersey
$602K – – –
Public Employees Retirement Association of Colorado
174
Public Employees Retirement Association of Colorado
Colorado
$592K – – –
Xponance
175
Xponance
Pennsylvania
$574K +$13.6K +57 +2%