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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$25.1M +$2.5M +37,040 +12%
HP
102
Hikari Power
Japan
$25.1M – – –
WIC
103
Willis Investment Counsel
Georgia
$24.8M -$32.3K -480 -0.1%
CIBC World Market
104
CIBC World Market
Ontario, Canada
$24.7M -$670K -9,942 -3%
HC
105
Henshaw Capital
Massachusetts
$24.2M +$21.1M +313,053 +1,852%
TA
106
TruWealth Advisors
Louisiana
$23.8M +$102K +1,511 +0.5%
Mariner
107
Mariner
Kansas
$23.7M -$625K -9,282 -3%
Jane Street
108
Jane Street
New York
$23.7M -$10.9M -161,700 -33%
TI
109
Tidal Investments
Wisconsin
$22.9M -$12.1M -179,827 -36%
GCC
110
Guardian Capital (Canada)
Ontario, Canada
$22.7M -$92.9K -1,379 -0.4%
HPG
111
Harvest Portfolios Group
Ontario, Canada
$22.7M -$696K -10,336 -3%
WJA
112
Willis Johnson & Associates
Texas
$21.5M +$3.44M +51,081 +21%
LCM
113
Logan Capital Management
Pennsylvania
$21.3M +$2.21M +32,815 +13%
CFIA
114
Cantor Fitzgerald Investment Advisors
New York
$21.1M -$2.91M -43,244 -13%
SG Americas Securities
115
SG Americas Securities
New York
$20.9M -$1.51M -22,403 -7%
OSAM
116
O'Shaughnessy Asset Management
Connecticut
$20.6M +$4.35M +64,623 +30%
NEI
117
Northwest & Ethical Investments
Ontario, Canada
$20.2M -$1.33M -19,801 -7%
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$19.8M +$1.26M +18,707 +7%
ACA
119
Anchor Capital Advisors
Massachusetts
$19.6M -$643K -9,545 -3%
Citigroup
120
Citigroup
New York
$19.4M -$123K -1,829 -0.7%
GD
121
Grandfield & Dodd
New York
$18.6M +$45K +668 +0.3%
Charles Schwab
122
Charles Schwab
California
$18.5M +$3.54M +52,541 +26%
Truist Financial
123
Truist Financial
North Carolina
$18.1M -$1.32M -19,555 -7%
SC
124
Sapient Capital
Indiana
$17.9M -$4.51K -67 -0%
KFC
125
Klingenstein Fields & Co
New York
$17.7M +$97.5K +1,447 +0.6%