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Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$776K +$13.3K +107 +2%
AAM
127
Advisors Asset Management
Colorado
$760K -$4.11K -33 -0.5%
WIA
128
Wealthstreet Investment Advisors
Texas
$721K +$707K +5,669 New
AP
129
Advisor Partners
California
$708K +$249K +1,995 +65%
HFS
130
HL Financial Services
Kentucky
$705K -$13.8K -111 -2%
PFS
131
Physicians Financial Services
North Carolina
$661K -$12.5K -100 -2%
BA
132
Boston Advisors
Massachusetts
$653K -$5.86K -47 -0.9%
Truist Financial
133
Truist Financial
North Carolina
$648K -$21.2K -170 -3%
LSV Asset Management
134
LSV Asset Management
Illinois
$635K +$37.4K +300 +6%
EAM
135
Eagle Asset Management
Florida
$627K +$584K +4,684 New
GT
136
Glenmede Trust
Pennsylvania
$608K +$106K +851 +22%
LSAG
137
Lake Street Advisors Group
New Hampshire
$596K +$584K +4,687 New
SCM
138
Stevens Capital Management
Pennsylvania
$572K +$561K +4,498 New
WIS
139
Wright Investors Service
Connecticut
$561K -$556K -4,460 -50%
M&T Bank
140
M&T Bank
New York
$550K +$42K +337 +8%
CG
141
Caprock Group
Idaho
$549K +$6.23K +50 +1%
CFG
142
CKW Financial Group
Hawaii
$539K
T. Rowe Price Associates
143
T. Rowe Price Associates
Maryland
$539K +$29.5K +237 +6%
FMB
144
Field & Main Bank
Kentucky
$522K +$511K +4,100 New
American Century Companies
145
American Century Companies
Missouri
$505K +$495K +3,971 New
AG
146
Advisor Group
Arizona
$490K -$93.8K -752 -16%
ZAM
147
Zevin Asset Management
Massachusetts
$476K +$251K +2,016 +117%
FNB
148
Farmers National Bank
Kentucky
$475K -$44.3K -355 -9%
S
149
SignatureFD
Georgia
$465K +$68.3K +548 +18%
BTW
150
Boston Trust Walden
Massachusetts
$464K +$455K +3,648 New