We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
326
Creative Planning
Kansas
$119K +$123K +3,291 New
W
327
Wealthfront
California
$117K +$24.1K +644 +25%
QI
328
QS Investors
New York
$109K – – –
DADC
329
D.A. Davidson & Co
Montana
$100K -$2.84K -76 -3%
CFA
330
Carroll Financial Associates
North Carolina
$85K – – –
PSUF
331
People's United Financial
Connecticut
$72K – – –
SF
332
Synovus Financial
Georgia
$72K – – –
PAIA
333
Park Avenue Institutional Advisers
New York
$69K -$3.96K -106 -5%
HNB
334
Huntington National Bank
Ohio
$68K -$7.48K -200 -10%
GLI
335
Guardian Life Insurance
New York
$61K +$14.1K +376 +29%
GXMC
336
Global X Management Company
New York
$59K -$337 -9 -0.5%
PSI
337
Pinnacle Summer Investments
Virginia
$58K +$41.1K +1,100 +223%
PMFA
338
Plante Moran Financial Advisors
Michigan
$54K – – –
Federated Hermes
339
Federated Hermes
Pennsylvania
$48K -$20.2K -540 -29%
IMS
340
Index Management Solutions
Pennsylvania
$46K +$2.99K +80 +7%
WT
341
Whittier Trust
California
$45K – – –
RFA
342
Reilly Financial Advisors
California
$44K – – –
CAL
343
Capital Advisors Ltd
Ohio
$43K – – –
JFA
344
JNBA Financial Advisors
Minnesota
$43K – – –
ST
345
Smithfield Trust
Pennsylvania
$43K – – –
VC
346
Vestor Capital
Illinois
$41K +$42.1K +1,125 New
Northwestern Mutual Wealth Management
347
Northwestern Mutual Wealth Management
Wisconsin
$38K -$12.2K -326 -24%
MCM
348
Manchester Capital Management
Vermont
$37K – – –
Lazard Asset Management
349
Lazard Asset Management
New York
$32K – – –
SAMC
350
Shinko Asset Management Company
Japan
$32K – – –