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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
351
Sentry Investment Management
Wisconsin
$294K -$92K -533 -23%
CAM
352
Cresset Asset Management
Illinois
$288K -$85.1K -493 -23%
BAM
353
Burgundy Asset Management
Ontario, Canada
$275K
SIA
354
Schechter Investment Advisors
Michigan
$274K -$42.8K -248 -14%
GFA
355
Grunden Financial Advisory
Texas
$273K
NG
356
Norden Group
Utah
$272K -$63.4K -367 -19%
LIC
357
Laurus Investment Counsel
Canada
$272K
RIA
358
Retirement Investment Advisors
Oklahoma
$272K
CPG
359
Cornerstone Planning Group
New Jersey
$269K -$128K -741 -34%
IC
360
IEQ Capital
California
$268K -$3.97K -23 -1%
MME
361
Meag Munich Ergo
Germany
$268K -$264K -1,530 -50%
PWG
362
Portside Wealth Group
Utah
$266K -$31.9K -185 -11%
DWP
363
Daymark Wealth Partners
Ohio
$261K -$14.8K -86 -5%
JIC
364
Johnson Investment Counsel
Ohio
$261K -$173 -1 -0.1%
Acadian Asset Management
365
Acadian Asset Management
Massachusetts
$258K -$4.76M -27,568 -95%
WA
366
Wealth Alliance
New York
$257K -$69.7K -404 -22%
GCP
367
GSA Capital Partners
United Kingdom
$250K -$737K -4,270 -75%
HWM
368
HB Wealth Management
Georgia
$249K +$245K +1,417 New
WCM
369
Wisconsin Capital Management
Wisconsin
$248K
1WA
370
180 Wealth Advisors
Washington
$247K -$21.4K -124 -8%
LC
371
Landaas & Company
Wisconsin
$245K
CC
372
Callan Capital
California
$244K +$240K +1,392 New
SVWAG
373
Sound View Wealth Advisors Group
Georgia
$243K
BF
374
BOK Financial
Oklahoma
$239K +$169K +977 +252%
CBA
375
Coastal Bridge Advisors
Connecticut
$238K +$234K +1,358 New