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Mizuho Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
201
Carter Financial Group
Illinois
$148K +$138K +22,118 New
BJL
202
Brighton Jones LLC
Washington
$144K +$24.5K +3,926 +22%
State Street
203
State Street
Massachusetts
$142K
CGL
204
Clarius Group LLC
Washington
$142K -$24.5K -3,928 -16%
NP
205
Nilsine Partners
Colorado
$137K -$109K -17,513 -46%
HH
206
Hilltop Holdings
Texas
$134K +$9.78K +1,568 +8%
ISL
207
Ingalls & Snyder LLC
New York
$134K
RA
208
Riversedge Advisors
Delaware
$133K +$18.2K +2,910 +17%
MOS
209
MGO One Seven
Ohio
$133K -$3.77K -604 -3%
Kovitz Investment Group Partners
210
Kovitz Investment Group Partners
Illinois
$130K +$7.27K +1,166 +6%
IWA
211
Icon Wealth Advisors
Texas
$129K -$942 -151 -0.8%
BIG
212
Brooklyn Investment Group
New York
$129K -$1.6K -256 -1%
Truist Financial
213
Truist Financial
North Carolina
$126K +$15.9K +2,543 +16%
HW
214
Hancock Whitney
Mississippi
$126K -$87.7K -14,059 -43%
AG
215
Ascent Group
Virginia
$124K -$19.8K -3,178 -15%
Vanguard Capital Wealth Advisors
216
Vanguard Capital Wealth Advisors
Colorado
$124K +$5.22K +837 +5%
Commonwealth Equity Services
217
Commonwealth Equity Services
Massachusetts
$123K +$38.3K +6,148 +50%
LFA
218
Legacy Financial Advisors
Kentucky
$121K +$112K +17,989 New
APM
219
a16z Perennial Management
California
$119K +$111K +17,819 New
BIA
220
Barry Investment Advisors
Massachusetts
$119K
SMA
221
Seven Mile Advisory
New Jersey
$115K +$6.57K +1,053 +7%
TFCP
222
Twin Focus Capital Partners
Massachusetts
$115K +$107K +17,124 New
NRC
223
New Republic Capital
North Carolina
$113K +$18.6K +2,979 +21%
CWA
224
CogentBlue Wealth Advisors
Tennessee
$112K +$3.74K +600 +4%
AG
225
AlTi Global
New York
$111K +$4.28K +686 +4%