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Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
26
US Bancorp
Minnesota
$469K +$112K +3,812 +26%
Bank of America
27
Bank of America
North Carolina
$447K -$75.7K -2,572 -13%
GT
28
Greenleaf Trust
Michigan
$447K -$5.88K -200 -1%
UBS Group
29
UBS Group
Switzerland
$438K +$426K +14,492 +517%
Canada Pension Plan Investment Board
30
Canada Pension Plan Investment Board
Ontario, Canada
$413K +$383K +13,000 +390%
Legal & General Group
31
Legal & General Group
United Kingdom
$407K
OSAM
32
O'Shaughnessy Asset Management
Connecticut
$386K +$449K +15,269 New
WFI
33
West Family Investments
California
$322K -$8.53K -290 -2%
BL
34
Balentine LLC
Georgia
$322K +$95.7K +3,251 +34%
QCG
35
Quadrant Capital Group
Ohio
$320K +$176K +5,971 +90%
FTDI
36
First Trust Direct Indexing
Massachusetts
$289K -$59.4K -2,020 -15%
M&T Bank
37
M&T Bank
New York
$256K
Citigroup
38
Citigroup
New York
$242K +$114K +3,864 +68%
S
39
SignatureFD
Georgia
$239K +$37.9K +1,288 +16%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$232K +$60.3K +2,051 +29%
PCM
41
Prelude Capital Management
New York
$231K +$268K +9,114 New
CCP
42
Corient Capital Partners
California
$217K
PA
43
Parallel Advisors
California
$110K +$13.7K +464 +12%
ACM
44
Aquatic Capital Management
Illinois
$96K +$100K +3,400 +850%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$86K +$18.3K +621 +22%
WFA
46
Wipfli Financial Advisors
Wisconsin
$72K +$84.3K +2,865 New
EWA
47
EverSource Wealth Advisors
Alabama
$54K -$2.94K -100 -5%
BTI
48
Blue Trust Inc
Georgia
$52K +$43.4K +1,476 +659%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$48K -$4.45M -151,233 -99%
GWSG
50
GPS Wealth Strategies Group
Colorado
$48K