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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
226
Laurel Wealth Advisors (California)
California
$399K
Wolverine Trading
227
Wolverine Trading
Illinois
$397K +$382K +4,297 New
SVWAG
228
Sound View Wealth Advisors Group
Georgia
$392K -$98.1K -1,102 -21%
OFG
229
OmniStar Financial Group
North Carolina
$379K -$49.7K -559 -12%
First Manhattan
230
First Manhattan
New York
$378K -$33.7K -379 -8%
Creative Planning
231
Creative Planning
Kansas
$371K +$79.5K +894 +29%
FC
232
FORA Capital
Florida
$370K +$180K +2,028 +102%
NIM
233
Nexus Investment Management
Ontario, Canada
$359K
Grantham, Mayo, Van Otterloo & Co (GMO)
234
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$359K +$346K +3,891 New
WDC
235
Woodward Diversified Capital
California
$349K -$45.1K -507 -12%
BTWM
236
Baker Tilly Wealth Management
Wisconsin
$343K +$29.5K +332 +10%
JGIA
237
Jackson Grant Investment Advisers
Connecticut
$333K
SW
238
SVB Wealth
Massachusetts
$329K
PWPS
239
Pinnacle Wealth Planning Services
Ohio
$321K +$47.2K +531 +18%
BA
240
Bridgewater Associates
Connecticut
$315K -$789K -8,870 -72%
William Blair & Company
241
William Blair & Company
Illinois
$313K +$1.6K +18 +0.5%
TC
242
Tacita Capital
Ontario, Canada
$312K
BP
243
Ballentine Partners
Massachusetts
$305K -$8.63K -97 -3%
BIC
244
Beach Investment Counsel
Pennsylvania
$294K
YIH
245
Y-Intercept (HK)
Hong Kong
$294K +$16K +180 +8%
PI
246
PineBridge Investments
New York
$289K -$1.25K -14 -0.6%
SI
247
Stephens Inc
Arkansas
$286K -$4.36K -49 -2%
BOPW
248
Brandywine Oak Private Wealth
Pennsylvania
$286K -$3.65K -41 -1%
WA
249
Wealth Alliance
New York
$286K +$14.5K +163 +6%
KeyBank National Association
250
KeyBank National Association
Ohio
$284K +$2.13K +24 +0.8%