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Mizuho Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$907K +$209K +70,565 +31%
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$902K +$872K +293,954 New
FFM
28
Forum Financial Management
Illinois
$886K -$125 -42 -0%
M&T Bank
29
M&T Bank
New York
$788K +$39.8K +13,406 +6%
EAM
30
Eagle Asset Management
Florida
$777K +$751K +253,082 New
Vanguard Personalized Indexing Management
31
Vanguard Personalized Indexing Management
California
$751K +$132K +44,597 +22%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$701K +$59.8K +20,136 +10%
YCM
33
Yousif Capital Management
Michigan
$655K +$3.8K +1,280 +0.6%
NW
34
Naviter Wealth
Arkansas
$582K +$67.5K +22,757 +14%
EI
35
Ethic Inc
New York
$560K -$33.6K -11,333 -6%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$536K +$74.2K +25,015 +17%
Charles Schwab
37
Charles Schwab
California
$532K +$269K +90,627 +110%
Corient Private Wealth
38
Corient Private Wealth
Florida
$532K -$36.7K -12,379 -7%
Bank of America
39
Bank of America
North Carolina
$492K -$47.5K -15,995 -9%
LNWWM
40
Laird Norton Wetherby Wealth Management
California
$489K +$32.1K +10,813 +7%
HighTower Advisors
41
HighTower Advisors
Illinois
$451K +$406K +136,855 +1,306%
S
42
SignatureFD
Georgia
$443K +$92.4K +31,145 +28%
RJA
43
Raymond James & Associates
Florida
$430K +$286K +96,439 +221%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$366K -$736K -247,895 -68%
Vanguard Capital Wealth Advisors
45
Vanguard Capital Wealth Advisors
Colorado
$355K +$102K +34,326 +42%
GCM
46
Gallacher Capital Management
Colorado
$351K +$73.1K +24,635 +27%
CAM
47
Cresset Asset Management
Illinois
$314K +$304K +102,361 New
SFA
48
Sequoia Financial Advisors
Ohio
$308K -$7.77K -2,619 -3%
AA
49
AlphaQ Advisors
Florida
$307K -$1.29K -436 -0.4%
MIS
50
Morningstar Investment Services
Illinois
$297K +$20.3K +6,825 +8%