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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
EI
226
Ethic Inc
New York
$329K +$326K +3,810 New
Thrivent Financial for Lutherans
227
Thrivent Financial for Lutherans
Minnesota
$316K
JGIA
228
Jackson Grant Investment Advisers
Connecticut
$311K
SW
229
SVB Wealth
Massachusetts
$308K
HC
230
Henshaw Capital
Massachusetts
$307K
BP
231
Ballentine Partners
Massachusetts
$294K
BTWM
232
Baker Tilly Wealth Management
Wisconsin
$292K +$290K +3,382 New
William Blair & Company
233
William Blair & Company
Illinois
$291K +$15.9K +186 +6%
TC
234
Tacita Capital
Ontario, Canada
$291K +$290K +3,384 New
BIC
235
Beach Investment Counsel
Pennsylvania
$275K -$20.3K -237 -7%
PI
236
PineBridge Investments
New York
$275K +$215K +2,507 New
MFG
237
Menard Financial Group
Texas
$272K -$42.1K -491 -13%
SI
238
Stephens Inc
Arkansas
$272K +$1.8K +21 +0.7%
BOPW
239
Brandywine Oak Private Wealth
Pennsylvania
$271K -$97.8K -1,142 -27%
Creative Planning
240
Creative Planning
Kansas
$270K +$3.94K +46 +1%
KeyBank National Association
241
KeyBank National Association
Ohio
$264K
GIBU
242
Gulf International Bank (UK)
United Kingdom
$260K -$80.9K -945 -24%
Prudential Financial
243
Prudential Financial
New Jersey
$258K +$256K +2,986 New
HW
244
Hancock Whitney
Mississippi
$255K
PWPS
245
Pinnacle Wealth Planning Services
Ohio
$255K +$20K +234 +9%
WA
246
Wealth Alliance
New York
$253K -$1.03K -12 -0.4%
BAM
247
Burgundy Asset Management
Ontario, Canada
$251K +$249K +2,906 New
VAS
248
Vestmark Advisory Solutions
Massachusetts
$243K +$6.25K +73 +3%
IWP
249
Icon Wealth Partners
Texas
$236K +$234K +2,734 New
M&T Bank
250
M&T Bank
New York
$233K -$4.03K -47 -2%