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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
326
Creative Planning
Kansas
$1.15M +$79.1K +346 +8%
SBH
327
Segall Bryant & Hamill
Illinois
$1.15M +$61.7K +270 +6%
COI
328
Connable Office Inc
Michigan
$1.14M -$685 -3 -0.1%
CB
329
Commerce Bank
Missouri
$1.14M -$29.7K -130 -3%
PCS
330
Personal CFO Solutions
New Jersey
$1.13M +$9.82K +43 +0.9%
BFO
331
Boston Family Office
Massachusetts
$1.13M -$1.37K -6 -0.1%
V
332
Veritable
Delaware
$1.12M -$99.4K -435 -9%
GAM
333
Gotham Asset Management
New York
$1.12M +$188K +821 +22%
National Bank of Canada
334
National Bank of Canada
Quebec, Canada
$1.1M +$1.02M +4,478 New
NA
335
NewEdge Advisors
Louisiana
$1.08M +$269K +1,177 +36%
KeyBank National Association
336
KeyBank National Association
Ohio
$1.08M -$11.2K -49 -1%
ARMT
337
Amica Retiree Medical Trust
Rhode Island
$1.08M
Thrivent Financial for Lutherans
338
Thrivent Financial for Lutherans
Minnesota
$1.07M +$457 +2 +0%
SF
339
Synovus Financial
Georgia
$1.01M -$133K -581 -12%
WF
340
Welch & Forbes
Massachusetts
$977K
Wealthfront Advisers
341
Wealthfront Advisers
California
$940K +$204K +894 +30%
AO
342
Advisor OS
Illinois
$929K +$181K +794 +26%
IB
343
Intrust Bank
Kansas
$927K -$4.57K -20 -0.5%
SCM
344
Seascape Capital Management
New Hampshire
$920K +$23.3K +102 +3%
FT
345
Fiduciary Trust
Massachusetts
$909K +$2.29K +10 +0.3%
EWM
346
Evercore Wealth Management
New York
$903K -$914 -4 -0.1%
AP
347
Advisor Partners
California
$893K +$148K +649 +21%
S
348
SignatureFD
Georgia
$888K +$26.3K +115 +3%
CM
349
Castleark Management
Illinois
$871K -$36.6K -160 -4%
Twin Tree Management
350
Twin Tree Management
Texas
$862K +$809K +3,543 New