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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
226
Advisory Services Network
Georgia
$520K +$442K +3,794 +571%
SW
227
SVB Wealth
Massachusetts
$513K +$95K +815 +23%
BTWM
228
Baker Tilly Wealth Management
Wisconsin
$510K +$53.6K +460 +12%
LWAC
229
Laurel Wealth Advisors (California)
California
$503K
IWP
230
Icon Wealth Partners
Texas
$481K +$46.9K +402 +11%
BA
231
Bridgewater Associates
Connecticut
$472K +$9.56K +82 +2%
First Manhattan
232
First Manhattan
New York
$456K +$932 +8 +0.2%
NIM
233
Nexus Investment Management
Ontario, Canada
$450K
HNW
234
High Note Wealth
Minnesota
$449K
Creative Planning
235
Creative Planning
Kansas
$449K +$12.5K +107 +3%
FAFN
236
First Affirmative Financial Network
Colorado
$444K +$445K +3,815 New
GTCM
237
Gyon Technologies Capital Management
New Jersey
$424K -$1.19M -10,194 -74%
JGIA
238
Jackson Grant Investment Advisers
Connecticut
$420K
William Blair & Company
239
William Blair & Company
Illinois
$416K +$20K +172 +5%
CCT
240
Country Club Trust
Missouri
$414K +$133K +1,139 +47%
MGWM
241
Marks Group Wealth Management
Minnesota
$407K +$407K +3,489 New
BP
242
Ballentine Partners
Massachusetts
$396K +$11.3K +97 +3%
TC
243
Tacita Capital
Ontario, Canada
$392K
SWA
244
Stratos Wealth Advisors
Ohio
$385K +$39.6K +340 +11%
BEI
245
Benjamin Edwards Inc
Missouri
$380K +$25.5K +219 +7%
VCM
246
Virtue Capital Management
Tennessee
$377K -$391K -3,358 -51%
S
247
SignatureFD
Georgia
$377K +$81.3K +698 +27%
PI
248
PineBridge Investments
New York
$375K +$190K +1,629 +179%
BIC
249
Beach Investment Counsel
Pennsylvania
$371K
BRWA
250
B. Riley Wealth Advisors
Florida
$370K +$371K +3,187 New