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Mizuho Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$452K +$80K +34,388 +20%
Cerity Partners
27
Cerity Partners
New York
$450K +$64.6K +27,775 +16%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$433K +$8.86K +3,812 +2%
M&T Bank
29
M&T Bank
New York
$414K -$218K -93,865 -33%
GT
30
Greenleaf Trust
Michigan
$405K +$426K +183,295 New
Creative Planning
31
Creative Planning
Kansas
$404K +$92.8K +39,895 +28%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$340K +$57.6K +24,779 +19%
LNWWM
33
Laird Norton Wetherby Wealth Management
California
$328K +$158K +67,853 +84%
S
34
SignatureFD
Georgia
$298K +$123K +52,865 +64%
RJA
35
Raymond James & Associates
Florida
$271K -$54K -23,210 -16%
AAM
36
Advisors Asset Management
Colorado
$238K -$577 -248 -0.2%
BL
37
Balentine LLC
Georgia
$218K +$100K +43,084 +77%
PFO
38
Pathstone Family Office
New Jersey
$213K +$187K +80,423 +511%
CCP
39
Corient Capital Partners
California
$196K
MIS
40
Morningstar Investment Services
Illinois
$189K +$9.52K +4,095 +5%
SSA
41
Schonfeld Strategic Advisors
New York
$186K +$155K +66,800 +380%
SFA
42
Sequoia Financial Advisors
Ohio
$169K +$50.4K +21,662 +39%
BF
43
BOK Financial
Oklahoma
$159K +$72K +30,986 +76%
SW
44
SVB Wealth
Massachusetts
$156K +$165K +70,857 New
PWPS
45
Pinnacle Wealth Planning Services
Ohio
$145K +$62.3K +26,775 +69%
QCG
46
Quadrant Capital Group
Ohio
$138K +$10.8K +4,640 +8%
WFI
47
West Family Investments
California
$138K +$60K +25,815 +70%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$136K +$85.6K +36,805 +148%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$111K +$22.4K +9,615 +24%
ECM
50
Evergreen Capital Management
Washington
$111K +$68.8K +29,580 +143%