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Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
351
Pinnacle Financial Partners (Tennessee)
Tennessee
$668K
UCFA
352
United Capital Financial Advisors
Texas
$664K +$57.3K +1,082 +9%
SAM
353
Shamrock Asset Management
Texas
$660K -$119K -2,248 -14%
CPA
354
Capital Planning Advisors
California
$656K +$450K +8,500 +179%
CS
355
Candriam SCA
Luxembourg
$645K +$71.7K +1,354 +12%
Toronto Dominion Bank
356
Toronto Dominion Bank
Ontario, Canada
$635K +$5.5K +104 +0.8%
BOH
357
Bank of Hawaii
Hawaii
$634K
AP
358
Atwood & Palmer
Missouri
$633K
CI
359
Conning Inc
Connecticut
$630K -$15.9K -300 -2%
RFA
360
Reilly Financial Advisors
California
$612K -$432K -8,166 -40%
AF
361
Arrow Financial
New York
$596K -$803K -15,172 -56%
PAM
362
Princeton Alpha Management
New Jersey
$592K +$634K +11,972 New
FMBTD
363
First Midwest Bank Trust Division
Illinois
$588K
OMCS
364
Old Mutual Customised Solutions
South Africa
$584K
Truist Financial
365
Truist Financial
North Carolina
$575K -$166K -3,140 -21%
WS
366
Wedbush Securities
California
$574K +$286K +5,394 +87%
CC
367
ClearArc Capital
Ohio
$570K +$79.4K +1,500 +15%
GLA
368
Great Lakes Advisors
Illinois
$561K -$1.59K -30 -0.3%
Daiwa Securities Group
369
Daiwa Securities Group
Japan
$529K -$249K -4,700 -31%
GAM
370
Gould Asset Management
California
$529K
SEC
371
Seven Eight Capital
New York
$524K +$498K +9,400 +783%
V
372
Veritable
Delaware
$520K -$192K -3,626 -26%
DILH
373
Dai-ichi Life Holdings
Japan
$515K -$6.7M -126,576 -92%
PFA
374
Pure Financial Advisors
California
$503K -$130K -2,452 -19%
GP
375
Girard Partners
Pennsylvania
$499K -$88.2K -1,666 -14%