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HDFC Bank

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
301
GSB Wealth Management
Connecticut
$943K -$172K -5,142 -15%
SS
302
Simplicity Solutions
Minnesota
$937K +$328K +9,816 +54%
BFG
303
Bleakley Financial Group
New Jersey
$935K +$299K +8,946 +47%
William Blair & Company
304
William Blair & Company
Illinois
$930K +$13.2K +396 +1%
VIA
305
Vident Investment Advisory
Georgia
$929K +$453K +13,554 +95%
Creative Planning
306
Creative Planning
Kansas
$907K -$14.8K -444 -2%
HC
307
Henshaw Capital
Massachusetts
$902K -$103K -3,082 -10%
WA
308
Wealth Alliance
New York
$902K -$10.4K -312 -1%
CM
309
Castleark Management
Illinois
$900K +$58.8K +1,760 +7%
SFS
310
Stiles Financial Services
Minnesota
$856K +$32.8K +980 +4%
CWM
311
Calamos Wealth Management
Illinois
$851K -$581K -17,396 -41%
RCAG
312
Rehmann Capital Advisory Group
Michigan
$844K -$37.8K -1,132 -4%
PAS
313
Park Avenue Securities
New York
$842K +$40.2K +1,204 +5%
SG Americas Securities
314
SG Americas Securities
New York
$829K -$1.6M -47,918 -66%
SAM
315
Sabadell Asset Management
Spain
$827K
LNWWM
316
Laird Norton Wetherby Wealth Management
California
$804K -$3.14K -94 -0.4%
FTDI
317
First Trust Direct Indexing
Massachusetts
$796K +$16.4K +490 +2%
AAM
318
Advisors Asset Management
Colorado
$790K +$75.4K +2,256 +11%
SFM
319
Soros Fund Management
New York
$788K +$790K +23,636 New
VWM
320
Venturi Wealth Management
Texas
$782K +$98.9K +2,958 +14%
Janney Montgomery Scott
321
Janney Montgomery Scott
Pennsylvania
$766K -$9.23K -276 -1%
FT
322
Fiduciary Trust
Massachusetts
$749K
LSA
323
Leonteq Securities AG
Switzerland
$742K +$615K +18,408 +478%
CP
324
Cumberland Partners
Ontario, Canada
$733K -$435K -13,000 -37%
BSAM
325
Blue Square Asset Management
New York
$732K +$734K +21,946 New