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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
276
Macquarie Group
Australia
$311K +$329K +2,493 New
QCG
277
Quadrant Capital Group
Ohio
$309K -$12.4K -94 -4%
BL
278
Balentine LLC
Georgia
$302K +$6.06K +46 +2%
PEA
279
Park Edge Advisors
Ohio
$302K
OHWA
280
Oak Hill Wealth Advisors
Virginia
$301K +$90.7K +688 +40%
MOS
281
MGO One Seven
Ohio
$299K -$3.16K -24 -1%
DC
282
Davenport & Co
Virginia
$298K +$527 +4 +0.2%
HNW
283
High Note Wealth
Minnesota
$295K -$26K -197 -8%
CPG
284
Cornerstone Planning Group
New Jersey
$286K -$8.57K -65 -3%
Northwestern Mutual Wealth Management
285
Northwestern Mutual Wealth Management
Wisconsin
$286K +$4.48K +34 +1%
SW
286
SVB Wealth
Massachusetts
$279K -$10.9K -83 -4%
SIA
287
Strategic Investment Advisors
Michigan
$276K +$33.7K +256 +13%
Mercer Global Advisors
288
Mercer Global Advisors
Colorado
$275K +$62.9K +477 +27%
BCIM
289
British Columbia Investment Management
British Columbia, Canada
$272K +$8.17K +62 +3%
PP
290
PDS Planning
Ohio
$261K -$4.35K -33 -2%
LIC
291
Laurus Investment Counsel
Canada
$260K +$204K +1,551 New
NWM
292
Northcape Wealth Management
New York
$259K -$97.4K -739 -26%
SI
293
Stephens Inc
Arkansas
$256K +$6.2K +47 +2%
BIM
294
Bridges Investment Management
Nebraska
$253K -$132 -1 -0%
FCI
295
Financial Counselors Inc
Kansas
$252K +$1.98K +15 +0.7%
1WA
296
180 Wealth Advisors
Washington
$251K +$14.2K +108 +6%
HCA
297
Horan Capital Advisors
Ohio
$246K
WA
298
Wealth Alliance
New York
$242K +$14.4K +109 +6%
SC
299
Savant Capital
Illinois
$242K
BTWM
300
Baker Tilly Wealth Management
Wisconsin
$240K -$114K -866 -31%