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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
TI
201
Trexquant Investment
Connecticut
$889K +$830K +2,883 New
Creative Planning
202
Creative Planning
Kansas
$873K +$39.8K +138 +5%
ACM
203
Aquatic Capital Management
Illinois
$863K +$691K +2,400 +600%
Public Employees Retirement Association of Colorado
204
Public Employees Retirement Association of Colorado
Colorado
$859K
Federated Hermes
205
Federated Hermes
Pennsylvania
$859K -$48.1K -167 -6%
AAS
206
Avantax Advisory Services
Texas
$852K +$60.8K +211 +8%
Vanguard Personalized Indexing Management
207
Vanguard Personalized Indexing Management
California
$847K -$3.46K -12 -0.4%
WJWM
208
Williams Jones Wealth Management
New York
$802K
SQA
209
Simon Quick Advisors
New Jersey
$781K
American Century Companies
210
American Century Companies
Missouri
$751K +$198K +689 +39%
SI
211
Seeds Investor
New York
$745K -$253K -880 -27%
Cetera Investment Advisers
212
Cetera Investment Advisers
Illinois
$730K +$438K +1,522 +180%
EI
213
Ethic Inc
New York
$717K +$342K +1,187 +104%
PP
214
PDT Partners
New York
$713K
Franklin Resources
215
Franklin Resources
California
$702K -$170K -591 -21%
I
216
InceptionR
California
$693K +$330K +1,144 +104%
PA
217
Planning Alternatives
Michigan
$680K
SAM
218
Securian Asset Management
Minnesota
$680K
SWS
219
SYSTM Wealth Solutions
Illinois
$672K +$623K +2,163 +12,724%
CAPTRUST Financial Advisors
220
CAPTRUST Financial Advisors
North Carolina
$670K -$2.01M -6,986 -76%
Twin Tree Management
221
Twin Tree Management
Texas
$663K -$103K -357 -14%
GIA
222
Gateway Investment Advisers
Ohio
$656K
PWS
223
Precision Wealth Strategies
Missouri
$655K +$160K +554 +35%
SFI
224
Susquehanna Fundamental Investments
Pennsylvania
$654K +$611K +2,122 New
RJFSA
225
Raymond James Financial Services Advisors
Florida
$648K -$1.59M -5,518 -72%