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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
201
Bessemer Group
New Jersey
$1.23M -$7.51K -22 -0.6%
Vanguard Personalized Indexing Management
202
Vanguard Personalized Indexing Management
California
$1.23M +$127K +373 +11%
Nomura Holdings
203
Nomura Holdings
Japan
$1.21M +$1.22M +3,585 New
Janney Montgomery Scott
204
Janney Montgomery Scott
Pennsylvania
$1.16M +$55.6K +163 +5%
AWP
205
Accretive Wealth Partners
New Jersey
$1.15M -$4.78K -14 -0.4%
SQA
206
Simon Quick Advisors
New Jersey
$1.12M -$7.51K -22 -0.7%
Osaic Holdings
207
Osaic Holdings
Arizona
$1.12M +$397K +1,164 +54%
AI
208
Atria Investments
North Carolina
$1.1M -$93.9K -275 -8%
GWM
209
Gibbs Wealth Management
Georgia
$1.03M +$192K +562 +22%
OSAM
210
O'Shaughnessy Asset Management
Connecticut
$1.02M +$34.8K +102 +3%
BFS
211
Bradley Foster & Sargent
Connecticut
$1.02M
BPC
212
Bryce Point Capital
New York
$1.01M +$1.02M +3,001 New
LA
213
Legacy Advisors
Pennsylvania
$992K +$12.6K +37 +1%
AAS
214
Avantax Advisory Services
Texas
$978K -$40.6K -119 -4%
IEFM
215
IQ EQ Fund Management
Ireland
$959K -$33.5K -98 -3%
ASN
216
Advisory Services Network
Georgia
$954K -$147K -432 -13%
MF
217
Magnetar Financial
Illinois
$942K -$2.6M -7,604 -73%
Public Employees Retirement Association of Colorado
218
Public Employees Retirement Association of Colorado
Colorado
$939K
Mackenzie Financial
219
Mackenzie Financial
Ontario, Canada
$915K +$927K +2,716 New
Creative Planning
220
Creative Planning
Kansas
$906K -$7.85K -23 -0.8%
ACM
221
Aquatic Capital Management
Illinois
$902K -$273K -801 -23%
P
222
&Partners
Tennessee
$901K +$484K +1,419 +114%
DWM
223
Diversify Wealth Management
Utah
$891K +$197K +576 +26%
CCA
224
Covey Capital Advisors
Georgia
$878K -$77.8K -228 -8%
GAM
225
Gotham Asset Management
New York
$874K -$1.36M -3,997 -61%