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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
DB
201
Danske Bank
Denmark
$989K +$963K +3,100 New
Jane Street
202
Jane Street
New York
$968K +$166K +535 +21%
ASN
203
Advisory Services Network
Georgia
$966K
AAS
204
Avantax Advisory Services
Texas
$965K -$51.9K -167 -5%
BFS
205
Bradley Foster & Sargent
Connecticut
$964K
IEFM
206
IQ EQ Fund Management
Ireland
$940K
LA
207
Legacy Advisors
Pennsylvania
$929K -$35.7K -115 -4%
BCIM
208
Black Creek Investment Management
Ontario, Canada
$925K
CCA
209
Covey Capital Advisors
Georgia
$905K -$69K -222 -7%
Public Employees Retirement Association of Colorado
210
Public Employees Retirement Association of Colorado
Colorado
$889K
EGM
211
Engineers Gate Manager
New York
$887K +$367K +1,181 +74%
Creative Planning
212
Creative Planning
Kansas
$866K -$68.7K -221 -8%
WJWM
213
Williams Jones Wealth Management
New York
$830K
GWM
214
Gibbs Wealth Management
Georgia
$798K +$78K +251 +11%
PWS
215
Precision Wealth Strategies
Missouri
$797K +$19.6K +63 +3%
NED
216
Nancy E. Dempze
$796K +$775K +2,494 New
DWM
217
Diversify Wealth Management
Utah
$767K +$44.4K +143 +7%
ETC
218
Exchange Traded Concepts
Oklahoma
$764K +$86.4K +278 +13%
SSA
219
Schonfeld Strategic Advisors
New York
$755K +$735K +2,366 New
BBVA
220
Banco Bilbao Vizcaya Argentaria
Spain
$752K -$323K -1,040 -31%
CAM
221
Cresset Asset Management
Illinois
$743K +$213K +684 +42%
JFG
222
Jefferies Financial Group
New York
$739K +$254K +817 +54%
Two Sigma Advisers
223
Two Sigma Advisers
New York
$734K -$373K -1,200 -34%
XT
224
XTX Topco
Cayman Islands
$734K +$318K +1,023 +80%
Federated Hermes
225
Federated Hermes
Pennsylvania
$732K +$10.3K +33 +1%