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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
NIM
226
Nexus Investment Management
Ontario, Canada
$332K – – –
EI
227
Ethic Inc
New York
$329K +$326K +3,810 New
Thrivent Financial for Lutherans
228
Thrivent Financial for Lutherans
Minnesota
$316K – – –
JGIA
229
Jackson Grant Investment Advisers
Connecticut
$311K – – –
SW
230
SVB Wealth
Massachusetts
$308K – – –
HC
231
Henshaw Capital
Massachusetts
$307K – – –
BP
232
Ballentine Partners
Massachusetts
$294K – – –
BTWM
233
Baker Tilly Wealth Management
Wisconsin
$292K +$290K +3,382 New
William Blair & Company
234
William Blair & Company
Illinois
$291K +$15.9K +186 +6%
TC
235
Tacita Capital
Ontario, Canada
$291K +$290K +3,384 New
BIC
236
Beach Investment Counsel
Pennsylvania
$275K -$20.3K -237 -7%
PI
237
PineBridge Investments
New York
$275K +$215K +2,507 New
MFG
238
Menard Financial Group
Texas
$272K -$42.1K -491 -13%
SI
239
Stephens Inc
Arkansas
$272K +$1.8K +21 +0.7%
BOPW
240
Brandywine Oak Private Wealth
Pennsylvania
$271K -$97.8K -1,142 -27%
Creative Planning
241
Creative Planning
Kansas
$270K +$3.94K +46 +1%
KeyBank National Association
242
KeyBank National Association
Ohio
$264K – – –
GIBU
243
Gulf International Bank (UK)
United Kingdom
$260K -$80.9K -945 -24%
Prudential Financial
244
Prudential Financial
New Jersey
$258K +$256K +2,986 New
HW
245
Hancock Whitney
Mississippi
$255K – – –
PWPS
246
Pinnacle Wealth Planning Services
Ohio
$255K +$20K +234 +9%
WA
247
Wealth Alliance
New York
$253K -$1.03K -12 -0.4%
BAM
248
Burgundy Asset Management
Ontario, Canada
$251K +$249K +2,906 New
VAS
249
Vestmark Advisory Solutions
Massachusetts
$243K +$6.25K +73 +3%
IWP
250
Icon Wealth Partners
Texas
$236K +$234K +2,734 New