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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
WFI
226
West Family Investments
California
$474K +$454K +4,534 New
MOS
227
MGO One Seven
Ohio
$466K -$19.2K -192 -3%
LWAC
228
Laurel Wealth Advisors (California)
California
$452K -$200 -2 -0%
JAM
229
Jupiter Asset Management
United Kingdom
$427K -$6.15M -61,322 -94%
BA
230
Bridgewater Associates
Connecticut
$416K +$56.5K +564 +17%
WDC
231
Woodward Diversified Capital
California
$414K +$17.6K +176 +5%
BTWM
232
Baker Tilly Wealth Management
Wisconsin
$410K +$20.6K +206 +6%
First Manhattan
233
First Manhattan
New York
$409K -$19K -190 -5%
Grantham, Mayo, Van Otterloo & Co (GMO)
234
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$408K
NIM
235
Nexus Investment Management
Ontario, Canada
$407K
Creative Planning
236
Creative Planning
Kansas
$392K -$27.1K -270 -7%
IWP
237
Icon Wealth Partners
Texas
$390K +$72.1K +719 +24%
JGIA
238
Jackson Grant Investment Advisers
Connecticut
$378K
SW
239
SVB Wealth
Massachusetts
$376K +$2.71K +27 +0.8%
PWPS
240
Pinnacle Wealth Planning Services
Ohio
$366K +$1.7K +17 +0.5%
William Blair & Company
241
William Blair & Company
Illinois
$356K +$301 +3 +0.1%
TC
242
Tacita Capital
Ontario, Canada
$354K
BP
243
Ballentine Partners
Massachusetts
$346K
Group One Trading
244
Group One Trading
Illinois
$339K +$142K +1,420 +78%
JFG
245
JMG Financial Group
Illinois
$334K +$320K +3,196 New
BIC
246
Beach Investment Counsel
Pennsylvania
$333K
Prudential Financial
247
Prudential Financial
New Jersey
$327K +$15K +150 +5%
BEI
248
Benjamin Edwards Inc
Missouri
$319K +$17.8K +178 +6%
SI
249
Stephens Inc
Arkansas
$315K -$9.42K -94 -3%
KeyBank National Association
250
KeyBank National Association
Ohio
$315K -$7.12K -71 -2%