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Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
151
Charles Schwab
California
$1.5M +$120K +802 +8%
Capital Fund Management (CFM)
152
Capital Fund Management (CFM)
France
$1.49M -$626K -4,175 -29%
Corient Private Wealth
153
Corient Private Wealth
Florida
$1.48M +$594K +3,961 +64%
Creative Planning
154
Creative Planning
Kansas
$1.47M +$71.9K +479 +5%
MAM
155
Madison Asset Management
Wisconsin
$1.38M +$1.43M +9,540 New
Mercer Global Advisors
156
Mercer Global Advisors
Colorado
$1.38M +$66.5K +443 +5%
DM
157
Delphi Management
Massachusetts
$1.31M +$251K +1,676 +23%
RA
158
Royce & Associates
New York
$1.31M
SEM
159
Suncoast Equity Management
Florida
$1.29M +$35.3K +235 +3%
LGF
160
LGT Group Foundation
Liechtenstein
$1.26M +$486K +3,241 +55%
American Century Companies
161
American Century Companies
Missouri
$1.25M +$305K +2,036 +31%
VAG
162
VisionPoint Advisory Group
Texas
$1.24M -$1.13M -7,503 -47%
Mariner
163
Mariner
Kansas
$1.23M +$393K +2,619 +44%
Truist Financial
164
Truist Financial
North Carolina
$1.23M +$1.27M +8,497 New
ZIM
165
Zacks Investment Management
Illinois
$1.22M +$821K +5,476 +187%
SRL
166
Scientech Research LLC
New Jersey
$1.15M -$312K -2,081 -21%
Wealth Enhancement Advisory Services
167
Wealth Enhancement Advisory Services
Minnesota
$1.12M +$288K +1,918 +30%
GIA
168
GHP Investment Advisors
Colorado
$1.11M +$95K +633 +9%
CAPTRUST Financial Advisors
169
CAPTRUST Financial Advisors
North Carolina
$1.11M +$581K +3,872 +103%
TF
170
TLWM Financial
Texas
$1.1M +$598K +3,984 +110%
MFIM
171
Mesirow Financial Investment Management
Illinois
$1.03M -$39.8K -265 -4%
Bank of New York Mellon
172
Bank of New York Mellon
New York
$1.03M +$139K +929 +15%
SF
173
Synovus Financial
Georgia
$1.03M +$1.06M +7,086 New
M
174
MATAURO
New York
$1.01M +$1.05M +7,002 New
BCM
175
BTC Capital Management
Iowa
$1.01M -$231K -1,540 -18%