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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
326
Creative Planning
Kansas
$256K +$43.3K +3,490 +21%
AB
327
Amalgamated Bank
New York
$254K +$244K +19,688 New
PAM
328
PartnerRe Asset Management
Connecticut
$248K -$13.4K -1,082 -5%
CAN
329
Cetera Advisor Networks
California
$238K -$14.1K -1,135 -6%
Truist Financial
330
Truist Financial
North Carolina
$224K -$11K -891 -5%
AIP
331
Ameritas Investment Partners
Nebraska
$218K
CONA
332
Capital One National Association
New York
$206K +$197K +15,911 New
GCP
333
GSA Capital Partners
United Kingdom
$205K +$196K +15,850 New
TRCT
334
Tower Research Capital (TRC)
New York
$204K +$135K +10,913 +224%
OIA
335
Optimum Investment Advisors
Illinois
$201K
Bessemer Group
336
Bessemer Group
New Jersey
$196K +$9.46K +763 +5%
CLOS
337
Compagnie Lombard Odier SCmA
Switzerland
$184K +$177K +14,260 New
QBFM
338
QS Batterymarch Financial Management
New York
$180K -$4.5K -363 -3%
BPBT
339
Boston Private Bank & Trust
Massachusetts
$179K +$140K +11,295 +444%
Toronto Dominion Bank
340
Toronto Dominion Bank
Ontario, Canada
$164K +$158K +12,725 New
GH
341
GAM Holding
Switzerland
$158K
TWA
342
TCI Wealth Advisors
Arizona
$139K +$818 +66 +0.6%
ASN
343
Advisory Services Network
Georgia
$133K +$128K +10,320 New
CGT
344
Capital Guardian Trust
California
$132K
MCM
345
Manchester Capital Management
Vermont
$128K
Envestnet Asset Management
346
Envestnet Asset Management
Illinois
$115K +$27.2K +2,191 +32%
DAM
347
Delta Asset Management
Tennessee
$114K -$4.8K -387 -4%
CFA
348
Carroll Financial Associates
North Carolina
$108K -$6.51K -525 -6%
CTC
349
Central Trust Company
Missouri
$108K
IMS
350
Index Management Solutions
Pennsylvania
$104K +$22.3K +1,802 +29%