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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
AWP
176
Accretive Wealth Partners
New Jersey
$778K +$15.6K +69 +2%
Simon Quick Advisors
177
Simon Quick Advisors
New Jersey
$776K +$199K +880 +36%
BTWM
178
Baker Tilly Wealth Management
Wisconsin
$774K -$176K -780 -19%
Janney Montgomery Scott
179
Janney Montgomery Scott
Pennsylvania
$772K -$9.26K -41 -1%
LA
180
Legacy Advisors
Pennsylvania
$747K +$35.7K +158 +5%
BOS
181
Bank of Stockton
California
$703K -$441K -1,954 -41%
Avantax Advisory Services
182
Avantax Advisory Services
Texas
$662K -$318K -1,408 -33%
Public Employees Retirement Association of Colorado
183
Public Employees Retirement Association of Colorado
Colorado
$653K – – –
Pictet Asset Management
184
Pictet Asset Management
Switzerland
$645K +$621K +2,752 New
Quantinno Capital Management
185
Quantinno Capital Management
New York
$630K +$215K +953 +55%
UBS Group
186
UBS Group
Switzerland
$620K -$1.43M -6,340 -71%
PEAK6 Investments
187
PEAK6 Investments
Illinois
$617K +$595K +2,635 New
Pathstone Family Office
188
Pathstone Family Office
New Jersey
$600K +$578K +2,561 New
Bradley Foster & Sargent
189
Bradley Foster & Sargent
Connecticut
$592K – – –
Williams Jones Wealth Management
190
Williams Jones Wealth Management
New York
$586K +$147K +650 +35%
AWAU
191
Alliance Wealth Advisors (Utah)
Utah
$583K +$2.94K +13 +0.5%
Creative Planning
192
Creative Planning
Kansas
$569K +$15.6K +69 +3%
BNP Paribas Financial Markets
193
BNP Paribas Financial Markets
France
$546K +$55.8K +247 +12%
PP
194
PDT Partners
New York
$541K -$1.81K -8 -0.3%
Procyon Advisors
195
Procyon Advisors
Connecticut
$528K +$37.5K +166 +8%
Pacer Advisors
196
Pacer Advisors
Pennsylvania
$519K +$501K +2,217 New
PA
197
Planning Alternatives
Michigan
$517K – – –
SAM
198
Securian Asset Management
Minnesota
$516K +$498K +2,204 New
SWS
199
SYSTM Wealth Solutions
Illinois
$505K – – –
Gateway Investment Advisers
200
Gateway Investment Advisers
Ohio
$498K +$480K +2,128 New