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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
351
Creative Planning
Kansas
$204K
RHBC
352
R.H. Bluestein & Co
Michigan
$204K
NCMG
353
NCM Capital Management Group
North Carolina
$190K +$30.4K +750 +19%
EWM
354
Evercore Wealth Management
New York
$186K
SMC
355
S. Muoio & Co
New York
$184K +$182K +4,500 New
QI
356
QS Investors
New York
$176K
Fifth Third Bancorp
357
Fifth Third Bancorp
Ohio
$167K +$6.81K +168 +4%
W
358
Wealthfront
California
$161K +$43.6K +1,077 +38%
SEC
359
Seven Eight Capital
New York
$148K +$146K +3,600 +10,286%
AAM
360
Advisors Asset Management
Colorado
$143K +$38.6K +952 +37%
BA
361
BlackRock Advisors
Delaware
$135K -$2.88K -71 -2%
DADC
362
D.A. Davidson & Co
Montana
$115K +$16.9K +417 +17%
BRWM
363
B. Riley Wealth Management
Tennessee
$101K
Federated Hermes
364
Federated Hermes
Pennsylvania
$94K -$361K -8,915 -79%
HNB
365
Huntington National Bank
Ohio
$85K -$57.5K -1,419 -41%
GIS
366
Guardian Investor Services
New York
$85K
MAM
367
Mizuho Asset Management
Japan
$83K
CFA
368
Carroll Financial Associates
North Carolina
$82K
PSUF
369
People's United Financial
Connecticut
$82K +$8.1K +200 +11%
SF
370
Synovus Financial
Georgia
$81K
AIM
371
Assured Investment Management
New York
$78K +$77K +1,901 New
PSI
372
Pinnacle Summer Investments
Virginia
$69K
PMFA
373
Plante Moran Financial Advisors
Michigan
$65K
Northwestern Mutual Wealth Management
374
Northwestern Mutual Wealth Management
Wisconsin
$54K -$1.09K -27 -2%
GLI
375
Guardian Life Insurance
New York
$53K -$16.4K -405 -24%