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