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Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
176
Stifel Financial
Missouri
$760K +$63.8K +2,481 +10%
CCA
177
Conestoga Capital Advisors
Pennsylvania
$748K +$359K +13,950 +99%
MCM
178
MAI Capital Management
Ohio
$726K
BPBT
179
Boston Private Bank & Trust
Massachusetts
$716K +$45.1K +1,755 +7%
SW
180
SVB Wealth
Massachusetts
$716K +$688K +26,772 New
Truist Financial
181
Truist Financial
North Carolina
$712K +$69K +2,685 +11%
AIP
182
Ameritas Investment Partners
Nebraska
$701K -$11.5K -447 -2%
BA
183
BlackRock Advisors
Delaware
$697K -$11.5K -447 -2%
BTW
184
Boston Trust Walden
Massachusetts
$692K
AI
185
Accredited Investors
Minnesota
$673K -$789K -30,708 -55%
SAM
186
Securian Asset Management
Minnesota
$667K -$13.8K -537 -2%
Envestnet Asset Management
187
Envestnet Asset Management
Illinois
$659K -$105K -4,077 -14%
HNB
188
Huntington National Bank
Ohio
$655K -$3.85K -150 -0.6%
TAM
189
Tocqueville Asset Management
New York
$649K -$66.3K -2,580 -10%
PP
190
Paloma Partners
Connecticut
$634K +$610K +23,718 New
CIA
191
Capital Investment Advisors
Georgia
$629K
PA
192
Profund Advisors
Maryland
$611K +$133K +5,187 +29%
JIM
193
Jupiter Investment Management
United Kingdom
$593K +$571K +22,200 New
CCM
194
Carlson Capital Management
Minnesota
$592K +$28.9K +1,125 +5%
Franklin Resources
195
Franklin Resources
California
$564K -$48.5K -1,887 -8%
FCI
196
Financial Counselors Inc
Kansas
$564K +$36.3K +1,413 +7%
AA
197
ALPS Advisors
Colorado
$563K -$72.2K -2,808 -12%
AB
198
Amalgamated Bank
New York
$551K +$2.62K +102 +0.5%
Citigroup
199
Citigroup
New York
$547K -$108K -4,197 -17%
PA
200
Planning Alternatives
Michigan
$534K