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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
DI
276
DFPG Investments
Utah
$269K +$252K +2,189 New
MA
277
Momentum Advisors
New York
$269K +$257K +2,234 New
William Blair & Company
278
William Blair & Company
Illinois
$266K +$115 +1 +0%
JEST
279
JTC Employer Solutions Trustee
Jersey
$263K +$252K +2,184 New
SCA
280
Snowden Capital Advisors
New York
$259K -$36.5K -317 -13%
PSP
281
Principal Street Partners
Tennessee
$253K +$243K +2,105 New
AT
282
American Trust
Kentucky
$251K +$241K +2,088 New
Lido Advisors
283
Lido Advisors
California
$250K -$56.1K -487 -19%
GIBU
284
Gulf International Bank (UK)
United Kingdom
$248K -$19.7K -171 -8%
BIM
285
Bridges Investment Management
Nebraska
$245K
HDIM
286
Hanson & Doremus Investment Management
Vermont
$244K +$80.7K +700 +53%
OCAM
287
Onex Canada Asset Management
Ontario, Canada
$239K
HCA
288
Horan Capital Advisors
Ohio
$238K
PA
289
Parallel Advisors
California
$237K -$62.5K -542 -22%
SFA
290
Sequoia Financial Advisors
Ohio
$231K +$222K +1,923 New
WIA
291
Westbourne Investment Advisors
Maryland
$230K
SC
292
Savant Capital
Illinois
$227K +$807 +7 +0.4%
CAAS
293
Capital Asset Advisory Services
Michigan
$225K -$13.4K -116 -6%
GWWM
294
Great Waters Wealth Management
Minnesota
$220K +$204K +1,774 New
HC
295
Henshaw Capital
Massachusetts
$209K +$200K +1,739 New
OHWA
296
Oak Hill Wealth Advisors
Virginia
$209K +$200K +1,737 New
OFW
297
Omnia Family Wealth
Florida
$208K +$199K +1,728 New
SIM
298
Sentry Investment Management
Wisconsin
$207K +$151K +1,313 +323%
RAM
299
Rempart Asset Management
Canada
$207K +$199K +1,723 New
SVWAG
300
Sound View Wealth Advisors Group
Georgia
$206K +$154K +1,335 New