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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
301
Westbourne Investment Advisors
Maryland
$237K
William Blair & Company
302
William Blair & Company
Illinois
$237K -$17.3K -131 -6%
Thrivent Financial for Lutherans
303
Thrivent Financial for Lutherans
Minnesota
$236K +$2.77K +21 +1%
ACA
304
Aspire Capital Advisors
Washington
$235K +$250K +1,894 New
GWWM
305
Great Waters Wealth Management
Minnesota
$230K +$659 +5 +0.3%
CAAS
306
Capital Asset Advisory Services
Michigan
$219K +$222K +1,687 New
ATPW
307
Ashton Thomas Private Wealth
Arizona
$217K -$3.16K -24 -1%
PWG
308
Portside Wealth Group
Utah
$217K +$16.5K +125 +8%
OFW
309
Omnia Family Wealth
Florida
$216K
IWP
310
Icon Wealth Partners
Texas
$214K -$8.44K -64 -4%
FAFN
311
First Affirmative Financial Network
Colorado
$212K -$8.44K -64 -4%
AO
312
Advisor OS
Illinois
$212K +$11.1K +84 +5%
GAM
313
Gotham Asset Management
New York
$211K +$224K +1,698 New
GIBU
314
Gulf International Bank (UK)
United Kingdom
$209K -$38.6K -293 -15%
CIA
315
Capital Investment Advisors
Georgia
$209K +$222K +1,682 New
ACM
316
Advisors Capital Management
New Jersey
$208K
CCM
317
Coldstream Capital Management
Washington
$206K
AT
318
American Trust
Kentucky
$204K -$37.7K -286 -15%
SIA
319
Schechter Investment Advisors
Michigan
$203K -$5.4K -41 -2%
UM
320
UniSuper Management
Australia
$192K
FFA
321
Farther Finance Advisors
California
$191K +$202K +1,529 +16,989%
Pacer Advisors
322
Pacer Advisors
Pennsylvania
$163K +$9.23K +70 +6%
HDIM
323
Hanson & Doremus Investment Management
Vermont
$155K -$6.06K -46 -4%
HNB
324
Huntington National Bank
Ohio
$153K -$14.4K -109 -8%
AA
325
Addison Advisors
Vermont
$138K +$7.38K +56 +5%