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Name Holding Trade Value Shares
Change
Change in
Stake
TC
151
TownSquare Capital
Utah
$971K +$243K +1,263 +33%
WCM Investment Management
152
WCM Investment Management
California
$954K -$41.4K -215 -4%
FHA
153
First Horizon Advisors
Tennessee
$943K
Creative Planning
154
Creative Planning
Kansas
$941K +$142K +739 +18%
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$925K -$33.5K -174 -3%
Sumitomo Mitsui Trust Group
156
Sumitomo Mitsui Trust Group
Japan
$925K
Rockefeller Capital Management
157
Rockefeller Capital Management
New York
$880K -$668K -3,467 -43%
MML Investors Services
158
MML Investors Services
Massachusetts
$876K +$65.1K +338 +8%
JSC
159
Jackson Square Capital
California
$864K -$1.72M -8,912 -66%
Mariner
160
Mariner
Kansas
$863K +$110K +569 +15%
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$851K +$211K +1,096 +37%
BCM
162
BTC Capital Management
Iowa
$840K -$198K -1,028 -19%
Truist Financial
163
Truist Financial
North Carolina
$834K -$32.3K -168 -4%
William Blair & Company
164
William Blair & Company
Illinois
$813K +$34.7K +180 +4%
Capstone Investment Advisors
165
Capstone Investment Advisors
New York
$808K
CP
166
CenterBook Partners
Connecticut
$784K +$272K +1,415 +53%
PFO
167
Pathstone Family Office
New Jersey
$772K
JP Morgan Chase
168
JP Morgan Chase
New York
$758K -$41.6K -216 -5%
LNWWM
169
Laird Norton Wetherby Wealth Management
California
$748K +$50.1K +260 +7%
Wolverine Trading
170
Wolverine Trading
Illinois
$725K -$425K -2,206 -37%
HCMT
171
Highland Capital Management (Tennessee)
Tennessee
$712K
FTDI
172
First Trust Direct Indexing
Massachusetts
$695K -$59.5K -309 -8%
ACM
173
Aquatic Capital Management
Illinois
$693K +$693K +3,600 New
Cerity Partners
174
Cerity Partners
New York
$692K -$20.6K -107 -3%
TF
175
TLWM Financial
Texas
$681K -$358K -1,861 -34%