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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
151
Baker Tilly Wealth Management
Wisconsin
$788K -$47.2K -207 -5%
AA
152
ALPS Advisors
Colorado
$784K +$85.3K +374 +12%
ASN
153
Advisory Services Network
Georgia
$779K +$5.24K +23 +0.6%
UBS Group
154
UBS Group
Switzerland
$779K -$615K -2,699 -43%
Mackenzie Financial
155
Mackenzie Financial
Ontario, Canada
$774K +$814K +3,573 New
TCM
156
Twin Capital Management
Pennsylvania
$763K
BWM
157
BCGM Wealth Management
Indiana
$752K -$104K -456 -12%
ESCM
158
Echo Street Capital Management
New York
$731K +$770K +3,377 New
ACM
159
Aquatic Capital Management
Illinois
$693K +$182K +800 +33%
Royal Bank of Canada
160
Royal Bank of Canada
Ontario, Canada
$692K +$54.9K +241 +8%
X
161
Xponance
Pennsylvania
$676K +$94.6K +415 +15%
Handelsbanken Fonder
162
Handelsbanken Fonder
Sweden
$665K
Cerity Partners
163
Cerity Partners
New York
$662K -$965K -4,232 -58%
CCA
164
Covey Capital Advisors
Georgia
$655K -$397K -1,740 -37%
BFS
165
Bradley Foster & Sargent
Connecticut
$654K
PAMS
166
Pictet Asset Management (Switzerland)
Switzerland
$653K +$301K +1,321 +78%
AWP
167
Accretive Wealth Partners
New Jersey
$634K +$16.6K +73 +3%
Jane Street
168
Jane Street
New York
$627K -$3.18M -13,953 -83%
Janney Montgomery Scott
169
Janney Montgomery Scott
Pennsylvania
$620K -$6.16K -27 -0.9%
Corient Private Wealth
170
Corient Private Wealth
Florida
$614K +$646K +2,833 New
FIM
171
Freedom Investment Management
Connecticut
$608K -$586K -2,570 -48%
Public Employees Retirement Association of Colorado
172
Public Employees Retirement Association of Colorado
Colorado
$604K
LA
173
Legacy Advisors
Pennsylvania
$576K +$190K +834 +46%
MML Investors Services
174
MML Investors Services
Massachusetts
$552K +$47.9K +210 +9%
PWS
175
Precision Wealth Strategies
Missouri
$531K -$10K -44 -2%