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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
BA
201
Bridgewater Associates
Connecticut
$663K +$738K +4,249 New
MCA
202
Martin Capital Advisors
Texas
$656K
CG
203
Caprock Group
Idaho
$655K +$730K +4,201 New
PAS
204
Park Avenue Securities
New York
$655K +$54.7K +315 +8%
IWC
205
Integrated Wealth Concepts
Massachusetts
$636K +$266K +1,533 +60%
AIP
206
Ameritas Investment Partners
Nebraska
$633K -$29.5K -170 -4%
Vanguard Personalized Indexing Management
207
Vanguard Personalized Indexing Management
California
$611K -$540K -3,110 -44%
P
208
&Partners
Tennessee
$586K +$136K +784 +26%
RC
209
RV Capital
Switzerland
$577K
JFG
210
Jefferies Financial Group
New York
$574K +$90.4K +520 +16%
VIM
211
Vinva Investment Management
Australia
$555K +$426K +2,451 New
KCP
212
Kera Capital Partners
California
$554K +$165K +950 +37%
CL
213
CSS LLC
Illinois
$549K -$346K -1,990 -36%
KTM
214
Keeler Thomas Management
Utah
$522K +$73K +420 +14%
SCP
215
Sivia Capital Partners
California
$521K +$580K +3,339 New
Pictet Asset Management
216
Pictet Asset Management
Switzerland
$519K -$138K -793 -19%
Bank of Montreal
217
Bank of Montreal
Ontario, Canada
$516K -$322K -1,854 -36%
JIC
218
Johnson Investment Counsel
Ohio
$516K -$24.3K -140 -4%
SA
219
Sanctuary Advisors
Indiana
$514K +$38.4K +221 +7%
Victory Capital Management
220
Victory Capital Management
Texas
$513K -$25.5K -147 -4%
M&T Bank
221
M&T Bank
New York
$511K -$59.1K -340 -9%
FPAS
222
Focus Partners Advisor Solutions
Missouri
$500K +$557K +3,206 New
William Blair & Company
223
William Blair & Company
Illinois
$493K +$191K +1,099 +53%
FRM
224
Fox Run Management
Connecticut
$490K -$719K -4,136 -57%
LFG
225
Larson Financial Group
Missouri
$476K +$466K +2,682 +729%