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Name Holding Trade Value Shares
Change
Change in
Stake
OWD
801
Osborn Williams & Donohoe
Ohio
$336K +$16.1K +337 +5%
BONST
802
Bank of Nova Scotia Trust
Ontario, Canada
$336K +$118K +2,485 +53%
PNC
803
Park National Corp
Ohio
$333K -$10.7K -225 -3%
APP
804
Avantax Planning Partners
Iowa
$324K -$52.3K -1,096 -14%
AAM
805
American Asset Management
Florida
$323K +$143 +3 +0%
BDF
806
Balasa Dinverno & Foltz
$321K -$24.7K -518 -7%
FBC
807
Fairfield, Bush & Co
Connecticut
$320K – – –
MMG
808
Monetary Management Group
Missouri
$317K +$80.2K +1,683 +33%
Connor, Clark & Lunn Investment Management (CC&L)
809
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$317K +$321K +6,732 New
AGM
810
Alpine Global Management
New York
$317K +$321K +6,736 New
GCAC
811
Guardian Capital Advisors (Canada)
Ontario, Canada
$311K -$59.1K -1,240 -16%
TU
812
TDAM USA
Ontario, Canada
$308K -$72.9K -1,530 -19%
FCI
813
Financial Counselors Inc
Kansas
$307K -$7.63K -160 -2%
WP
814
WealthSource Partners
California
$305K -$22.3K -468 -7%
NPC
815
National Planning Corporation
California
$300K +$307K +6,440 New
BCM
816
Bluefin Capital Management
New York
$299K -$88.8K -1,862 -23%
CAAS
817
Capital Asset Advisory Services
Michigan
$298K -$181K -3,797 -38%
NG
818
NatWest Group
United Kingdom
$295K – – –
EGA
819
E&G Advisors
Texas
$294K +$26.7K +561 +10%
PL
820
Perpetual Ltd
Australia
$293K – – –
WSTAM
821
Wilbanks Smith & Thomas Asset Management
Virginia
$292K -$6.44K -135 -2%
FFA
822
First Foundation Advisors
California
$291K -$6.2K -130 -2%
IWA
823
Intercontinental Wealth Advisors
Texas
$291K -$2.53K -53 -0.8%
WAM
824
Wealthspire Advisors (Maryland)
Maryland
$289K -$10.5K -220 -3%
CL
825
Choreo LLC
Illinois
$287K +$291K +6,103 New