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Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$1.47M -$52.4K -1,960 -3%
CAM
52
Cresset Asset Management
Illinois
$1.45M +$288K +10,766 +22%
CCM
53
Camber Capital Management
Massachusetts
$1.22M
AI
54
Atria Investments
North Carolina
$1.18M +$386K +14,424 +42%
Cerity Partners
55
Cerity Partners
New York
$1.17M +$163K +6,103 +15%
Acadian Asset Management
56
Acadian Asset Management
Massachusetts
$1.17M +$268K +10,006 +26%
Creative Planning
57
Creative Planning
Kansas
$1.16M +$731K +27,353 +136%
Truist Financial
58
Truist Financial
North Carolina
$1.1M -$521K -19,480 -30%
LWAM
59
Legacy Wealth Asset Management
Minnesota
$1.1M +$12.6K +471 +1%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$1.09M -$18.2K -680 -2%
Neuberger Berman Group
61
Neuberger Berman Group
New York
$1.07M -$110K -4,097 -9%
Geode Capital Management
62
Geode Capital Management
Massachusetts
$1.05M -$2.14K -80 -0.2%
NIM
63
NEOS Investment Management
Connecticut
$1M +$69.4K +2,596 +7%
GCM
64
Graham Capital Management
Connecticut
$978K +$439K +16,405 +69%
CGPCS
65
Capital Group Private Client Services
California
$974K
LFAS
66
Level Four Advisory Services
Texas
$944K +$804K +30,076 +246%
CGH
67
Crossmark Global Holdings
Texas
$932K -$866K -32,387 -46%
Mariner
68
Mariner
Kansas
$921K -$44K -1,644 -4%
SEI Investments
69
SEI Investments
Pennsylvania
$907K +$35.6K +1,332 +4%
DC
70
Davenport & Co
Virginia
$811K -$5.93K -222 -0.7%
Capital Fund Management (CFM)
71
Capital Fund Management (CFM)
France
$802K +$412K +15,428 +88%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$800K -$322K -12,027 -27%
GD
73
Grandfield & Dodd
New York
$789K +$177K +6,610 +26%
BFG
74
Bleakley Financial Group
New Jersey
$749K +$58.7K +2,196 +8%
QCM
75
QRG Capital Management
Illinois
$718K -$27.7K -1,037 -3%