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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
PA
301
Parallel Advisors
California
$403K -$26.6K -158 -6%
DADC
302
D.A. Davidson & Co
Montana
$399K
PEA
303
Park Edge Advisors
Ohio
$396K
OHWA
304
Oak Hill Wealth Advisors
Virginia
$395K +$408K +2,425 New
KJHP
305
K.J. Harrison & Partners
Ontario, Canada
$387K +$22.4K +133 +6%
IC
306
Iconiq Capital
California
$378K +$391K +2,320 New
DC
307
Davenport & Co
Virginia
$377K -$5.05K -30 -1%
SIM
308
Sentry Investment Management
Wisconsin
$377K -$63.5K -377 -14%
PP
309
PDS Planning
Ohio
$376K +$17.5K +104 +5%
SIA
310
Strategic Investment Advisors
Michigan
$372K +$10.3K +61 +3%
CPG
311
Cornerstone Planning Group
New Jersey
$367K -$674 -4 -0.2%
Fisher Asset Management
312
Fisher Asset Management
Washington
$355K +$337 +2 +0.1%
BIM
313
Bridges Investment Management
Nebraska
$354K
QCM
314
QRG Capital Management
Illinois
$354K +$77.7K +461 +27%
FAFN
315
First Affirmative Financial Network
Colorado
$353K +$47.8K +284 +15%
CAM
316
Cresset Asset Management
Illinois
$348K -$824K -4,889 -70%
William Blair & Company
317
William Blair & Company
Illinois
$347K -$3.03K -18 -0.8%
PSP
318
Principal Street Partners
Tennessee
$343K
Select Equity Group
319
Select Equity Group
New York
$336K
FMWA
320
Forvis Mazars Wealth Advisors
Missouri
$335K
SI
321
Stephens Inc
Arkansas
$329K -$7.08K -42 -2%
PP
322
PrairieView Partners
Minnesota
$322K -$69.9K -415 -17%
YCM
323
Yousif Capital Management
Michigan
$320K -$746K -4,431 -69%
MOS
324
MGO One Seven
Ohio
$320K +$69.2K +411 +26%
CP
325
Covenant Partners
Tennessee
$319K