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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$111K -$59.6K -1,658 -34%
DADC
102
D.A. Davidson & Co
Montana
$102K +$38.7K +1,076 +55%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$86K -$8.77K -244 -9%
Legal & General Group
104
Legal & General Group
United Kingdom
$85K
Federated Hermes
105
Federated Hermes
Pennsylvania
$75K -$68.3K -1,900 -46%
FPFS
106
First Personal Financial Services
North Carolina
$75K -$39.2K -1,090 -33%
LTFS
107
Ladenburg Thalmann Financial Services
Florida
$71K -$7.62K -212 -9%
CAL
108
Capital Advisors Ltd
Ohio
$63K
MTB
109
Mizuho Trust & Banking
Japan
$59K +$62K +1,725 New
Group One Trading
110
Group One Trading
Illinois
$58K +$61.1K +1,700 New
BF
111
BOK Financial
Oklahoma
$53K +$55.8K +1,551 New
WTB
112
Washington Trust Bank
Washington
$49K
1832 Asset Management
113
1832 Asset Management
Ontario, Canada
$48K -$14.4K -400 -22%
NFG
114
Next Financial Group
Texas
$46K
TWI
115
Thomas White International
Illinois
$44K -$2.23M -62,022 -98%
PAM
116
Paradigm Asset Management
New York
$40.8K -$7.19K -200 -14%
BL
117
Balentine LLC
Georgia
$38K +$40.3K +1,122 New
Mitsubishi UFJ Asset Management
118
Mitsubishi UFJ Asset Management
Japan
$37K
AA
119
Apriem Advisors
California
$37K +$14.4K +400 +57%
IPC
120
Independent Portfolio Consultants
Florida
$25K +$16.7K +464 +172%
WTC
121
WhitTier Trust Company
Nevada
$20K
CHP
122
Cable Hill Partners
Oregon
$17K
SIA
123
Stancorp Investment Advisers
Oregon
$17K
CLOS
124
Compagnie Lombard Odier SCmA
Switzerland
$17K +$18K +500 New
OIA
125
Optimum Investment Advisors
Illinois
$17K +$18K +500 New