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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
NMERB
201
New Mexico Educational Retirement Board
New Mexico
$1.63M
AIP
202
Ameritas Investment Partners
Nebraska
$1.62M -$43.8K -148 -3%
LTAS
203
Linden Thomas Advisory Services
North Carolina
$1.62M -$13K -44 -0.8%
FRM
204
Fox Run Management
Connecticut
$1.61M +$726K +2,453 +92%
WG
205
Winton Group
United Kingdom
$1.61M +$1.51M +5,115 New
GPGA
206
Grandeur Peak Global Advisors
Utah
$1.57M +$347K +1,171 +31%
PWG
207
Portside Wealth Group
Utah
$1.54M -$32K -108 -2%
DB
208
Danske Bank
Denmark
$1.53M -$654K -2,208 -31%
BI
209
Bradyco Inc
Massachusetts
$1.53M
IC
210
IEQ Capital
California
$1.53M +$1.44M +4,858 New
HT
211
Headlands Technologies
Illinois
$1.52M -$636K -2,148 -31%
VF
212
Virtu Financial
New York
$1.48M +$1.39M +4,705 New
AWAU
213
Alliance Wealth Advisors (Utah)
Utah
$1.48M -$34.9K -118 -2%
Vanguard Personalized Indexing Management
214
Vanguard Personalized Indexing Management
California
$1.47M +$233K +788 +20%
ET
215
Entropy Technologies
New York
$1.46M +$562K +1,898 +69%
JIC
216
Johnson Investment Counsel
Ohio
$1.42M +$98K +331 +8%
Creative Planning
217
Creative Planning
Kansas
$1.41M +$573K +1,936 +75%
TSS
218
Two Sigma Securities
New York
$1.39M +$1.31M +4,441 New
X
219
Xponance
Pennsylvania
$1.37M -$348K -1,177 -21%
CPIH
220
Consolidated Press International Holdings
Australia
$1.35M +$59.2K +200 +5%
Focus Partners Wealth
221
Focus Partners Wealth
Massachusetts
$1.35M +$136K +458 +12%
KTM
222
Keeler Thomas Management
Utah
$1.35M +$1.27M +4,285 New
Cerity Partners
223
Cerity Partners
New York
$1.34M -$342K -1,156 -21%
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$1.34M +$892K +3,013 +241%
URS
225
Utah Retirement Systems
Utah
$1.33M -$56.8K -192 -4%