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Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
226
Zurich Cantonal Bank
Switzerland
$114K
Creative Planning
227
Creative Planning
Kansas
$101K +$5.15K +117 +6%
MCIM
228
Meadow Creek Investment Management
Georgia
$87K +$79.5K +1,808 New
Bank of Montreal
229
Bank of Montreal
Ontario, Canada
$85K -$24.8K -565 -24%
HNB
230
Huntington National Bank
Ohio
$84K +$57.3K +1,302 +291%
QI
231
QS Investors
New York
$81K
YWP
232
YorkBridge Wealth Partners
New York
$81K +$74.6K +1,697 New
DADC
233
D.A. Davidson & Co
Montana
$80K +$44 +1 +0.1%
FANJ
234
Financial Architects (New Jersey)
New Jersey
$75K -$1.36K -31 -2%
TRCT
235
Tower Research Capital (TRC)
New York
$72K +$8.97K +204 +16%
IDBONY
236
Israel Discount Bank of New York
New York
$70K +$64K +1,455 New
MFS
237
MSI Financial Services
Massachusetts
$62K +$176 +4 +0.3%
Victory Capital Management
238
Victory Capital Management
Texas
$61K +$3.12K +71 +6%
AssetMark Inc
239
AssetMark Inc
California
$57K
Fifth Third Bancorp
240
Fifth Third Bancorp
Ohio
$52K +$25.3K +575 +113%
NCM
241
Nelson Capital Management
California
$45K
PA
242
Parallel Advisors
California
$45K +$41K +932 New
Northwestern Mutual Wealth Management
243
Northwestern Mutual Wealth Management
Wisconsin
$44K +$11K +250 +37%
WAM
244
Wealthspire Advisors (Maryland)
Maryland
$34K +$2.33K +53 +8%
TIM
245
Tortoise Investment Management
New York
$25K
JFGIW
246
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25K +$11K +250 +91%
BC
247
Bartlett & Co
Ohio
$24K
IWM
248
IHT Wealth Management
Illinois
$24K +$21.7K +494 New
FHA
249
First Horizon Advisors
Tennessee
$23K
BIG
250
Bellwether Investment Group
Tennessee
$23K +$20.8K +473 New