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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
HNW
226
High Note Wealth
Minnesota
$489K – – –
O
227
Ossiam
France
$485K -$142K -1,417 -25%
WFI
228
West Family Investments
California
$474K +$454K +4,534 New
MOS
229
MGO One Seven
Ohio
$466K -$19.2K -192 -3%
LWAC
230
Laurel Wealth Advisors (California)
California
$452K -$200 -2 -0%
JAM
231
Jupiter Asset Management
United Kingdom
$427K -$6.15M -61,322 -94%
BA
232
Bridgewater Associates
Connecticut
$416K +$56.5K +564 +17%
WDC
233
Woodward Diversified Capital
California
$414K +$17.6K +176 +5%
BTWM
234
Baker Tilly Wealth Management
Wisconsin
$410K +$20.6K +206 +6%
First Manhattan
235
First Manhattan
New York
$409K -$19K -190 -5%
Grantham, Mayo, Van Otterloo & Co (GMO)
236
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$408K – – –
NIM
237
Nexus Investment Management
Ontario, Canada
$407K – – –
Creative Planning
238
Creative Planning
Kansas
$392K -$27.1K -270 -7%
IWP
239
Icon Wealth Partners
Texas
$390K +$72.1K +719 +24%
JGIA
240
Jackson Grant Investment Advisers
Connecticut
$378K – – –
SW
241
SVB Wealth
Massachusetts
$376K +$2.71K +27 +0.8%
PWPS
242
Pinnacle Wealth Planning Services
Ohio
$366K +$1.7K +17 +0.5%
William Blair & Company
243
William Blair & Company
Illinois
$356K +$301 +3 +0.1%
TC
244
Tacita Capital
Ontario, Canada
$354K – – –
BP
245
Ballentine Partners
Massachusetts
$346K – – –
Group One Trading
246
Group One Trading
Illinois
$339K +$142K +1,420 +78%
JFG
247
JMG Financial Group
Illinois
$334K +$320K +3,196 New
BIC
248
Beach Investment Counsel
Pennsylvania
$333K – – –
Prudential Financial
249
Prudential Financial
New Jersey
$327K +$15K +150 +5%
BEI
250
Benjamin Edwards Inc
Missouri
$319K +$17.8K +178 +6%