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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$8.4M +$291K +1,626 +3%
NCM
127
Narwhal Capital Management
Georgia
$8.2M +$1.02M +5,674 +13%
MIM
128
Manitou Investment Management
Ontario, Canada
$8.03M +$28.9K +161 +0.3%
Citigroup
129
Citigroup
New York
$8.01M +$2.09M +11,663 +33%
PFPT
130
Pinnacle Financial Partners (Tennessee)
Tennessee
$7.93M +$437K +2,441 +6%
FPFS
131
First Personal Financial Services
North Carolina
$7.83M +$130K +724 +2%
LI
132
LMCG Investments
Massachusetts
$7.67M -$147K -823 -2%
AAM
133
AR Asset Management
California
$7.65M – – –
EAM
134
Erste Asset Management
Austria
$7.53M +$2.94M +16,430 +59%
LI
135
Lafayette Investments
Maryland
$7.46M +$125K +696 +2%
BL
136
BCWM LLC
Kansas
$7.45M +$29.9K +167 +0.4%
KAS
137
Kestra Advisory Services
Texas
$7.39M +$2.4M +13,399 +44%
TCOV
138
Trust Company of Vermont
Vermont
$7.04M -$89.4K -499 -1%
ECG
139
Edge Capital Group
Georgia
$6.88M +$6.42M +35,831 +765%
M&T Bank
140
M&T Bank
New York
$6.83M +$471K +2,626 +7%
USCWA
141
U.S. Capital Wealth Advisors
Texas
$6.78M +$277K +1,545 +4%
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$6.78M -$1.85M -10,313 -21%
SAM
143
Strategy Asset Managers
California
$6.66M -$162K -902 -2%
TTWM
144
TCV Trust & Wealth Management
Virginia
$6.64M +$220K +1,225 +3%
AMBIA
145
Allen Mooney & Barnes Investment Advisors
Georgia
$6.59M +$281K +1,570 +4%
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$6.53M +$1.16M +6,460 +20%
AM
147
Atwater Malick
Pennsylvania
$6.5M +$184K +1,027 +3%
American Century Companies
148
American Century Companies
Missouri
$6.45M +$1.41M +7,843 +26%
LSWM
149
Lorne Steinberg Wealth Management
Canada
$6.45M +$1.42M +7,950 +26%
AI
150
Atria Investments
North Carolina
$6.42M +$31.7K +177 +0.5%