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Name Holding Trade Value Shares
Change
Change in
Stake
PA
201
Pinnacle Associates
New York
$847K -$54.3K -1,033 -6%
PAG
202
Private Advisor Group
New Jersey
$827K +$41.3K +786 +5%
SPC
203
Sigma Planning Corp
Michigan
$823K +$68.4K +1,301 +9%
HWAM
204
Hennion & Walsh Asset Management
New Jersey
$808K +$109K +2,070 +16%
AWA
205
Arkadios Wealth Advisors
Georgia
$800K +$841 +16 +0.1%
Bank of Montreal
206
Bank of Montreal
Ontario, Canada
$793K -$34.5K -656 -4%
BIM
207
Baldwin Investment Management
Pennsylvania
$789K -$10.4K -197 -1%
US Bancorp
208
US Bancorp
Minnesota
$769K +$1.05K +20 +0.1%
Pacer Advisors
209
Pacer Advisors
Pennsylvania
$733K -$438K -8,329 -37%
Corient Private Wealth
210
Corient Private Wealth
Florida
$726K +$20.9K +397 +3%
EI
211
Ethic Inc
New York
$703K -$13.2K -251 -2%
Creative Planning
212
Creative Planning
Kansas
$697K +$8.25K +157 +1%
OIS
213
Okabena Investment Services
Minnesota
$690K +$689K +13,114 New
DTL
214
Dynamic Technology Lab
Singapore
$673K +$672K +12,781 New
FCBT
215
First Citizens Bank & Trust
North Carolina
$663K +$5.57K +106 +0.8%
AI
216
Atom Investors
Texas
$660K +$659K +12,534 New
Truist Financial
217
Truist Financial
North Carolina
$658K +$6.31K +120 +1%
HIIFS
218
Harel Insurance Investments & Financial Services
Israel
$658K -$41.6M -792,000 -98%
Public Employees Retirement Association of Colorado
219
Public Employees Retirement Association of Colorado
Colorado
$656K
Envestnet Portfolio Solutions
220
Envestnet Portfolio Solutions
Illinois
$651K +$5.99K +114 +0.9%
OTL
221
Oak Thistle LLC
New York
$620K +$206K +3,917 +50%
HSBC Holdings
222
HSBC Holdings
United Kingdom
$611K -$39.8K -758 -6%
Marshall Wace
223
Marshall Wace
United Kingdom
$607K +$139K +2,649 +30%
I
224
InceptionR
California
$599K +$598K +11,373 New
SOADOR
225
State of Alaska Department of Revenue
Alaska
$594K -$51.5K -980 -8%