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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
PEA
351
Park Edge Advisors
Ohio
$383K
OHWA
352
Oak Hill Wealth Advisors
Virginia
$383K
PP
353
PDS Planning
Ohio
$379K -$9.7K -52 -2%
M&T Bank
354
M&T Bank
New York
$372K -$8.21K -44 -2%
FAFN
355
First Affirmative Financial Network
Colorado
$366K -$28.4K -152 -6%
DC
356
Davenport & Co
Virginia
$357K -$11.4K -61 -3%
KA
357
KDT Advisors
New York
$357K +$47K +252 +13%
CL
358
Choreo LLC
Illinois
$354K -$75.7K -406 -15%
BA
359
Bridgewater Advisors
New York
$348K +$9.7K +52 +2%
BIM
360
Bridges Investment Management
Nebraska
$343K
PSP
361
Principal Street Partners
Tennessee
$332K -$392K -2,103 -50%
Select Equity Group
362
Select Equity Group
New York
$325K
FMWA
363
Forvis Mazars Wealth Advisors
Missouri
$324K +$384K +2,057 New
SIA
364
Strategic Investment Advisors
Michigan
$321K -$7.83K -42 -2%
AA
365
ABC Arbitrage
France
$315K +$372K +1,995 New
PI
366
PFG Investments
New York
$313K -$118K -635 -24%
CIBC Private Wealth Group
367
CIBC Private Wealth Group
Georgia
$312K +$83.8K +449 +29%
WIA
368
Westbourne Investment Advisors
Maryland
$301K
YCM
369
Yousif Capital Management
Michigan
$294K -$49.6K -266 -13%
MT
370
Midwest Trust
Kansas
$292K +$2.98K +16 +0.9%
GWMR
371
GC Wealth Management RIA
Massachusetts
$284K +$336K +1,802 New
AFG
372
Atomi Financial Group
New York
$284K -$35.4K -190 -10%
BAM
373
Burgundy Asset Management
Ontario, Canada
$283K
CGL
374
Clarius Group LLC
Washington
$277K -$83.8K -449 -20%
OFW
375
Omnia Family Wealth
Florida
$272K