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Name Holding Trade Value Shares
Change
Change in
Stake
RRAM
126
River Road Asset Management
Kentucky
$185K +$23.7K +1,539 +14%
SW
127
SVB Wealth
Massachusetts
$184K +$5.45K +354 +3%
Creative Planning
128
Creative Planning
Kansas
$178K +$184K +11,981 New
FDCDDQ
129
Federation des caisses Desjardins du Quebec
Quebec, Canada
$177K +$176K +11,440 +2,388%
LTFS
130
Ladenburg Thalmann Financial Services
Florida
$168K +$41.9K +2,723 +31%
M&T Bank
131
M&T Bank
New York
$163K -$1.35K -88 -0.8%
Barclays
132
Barclays
United Kingdom
$156K +$162K +10,549 +1,054,900%
AG
133
Advisor Group
Arizona
$153K +$52.1K +3,387 +49%
PO
134
Private Ocean
California
$118K
JWA
135
JFS Wealth Advisors
Pennsylvania
$117K -$1.17K -76 -1%
FIB
136
First Interstate Bank
Montana
$112K
RFC
137
Regions Financial Corp
Alabama
$111K +$115K +7,500 New
MIFH
138
Migdal Insurance & Financial Holdings
Israel
$104K +$43.5K +2,827 +68%
HFP
139
Holistic Financial Partners
Indiana
$70K +$72.6K +4,716 New
US Bancorp
140
US Bancorp
Minnesota
$65K
FPFS
141
First Personal Financial Services
North Carolina
$47K +$48.4K +3,142 New
CMO
142
Covenant Multifamily Offices
Texas
$45K +$46.5K +3,022 New
IWP
143
Icon Wealth Partners
Texas
$45K +$46.7K +3,037 New
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$43K +$9.8K +637 +29%
DekaBank Deutsche Girozentrale
145
DekaBank Deutsche Girozentrale
Germany
$36K
MOS
146
MGO One Seven
Ohio
$36K +$37.5K +2,438 New
HI
147
Handelsinvest Investeringsforvaltning
Denmark
$33K
HIIFS
148
Harel Insurance Investments & Financial Services
Israel
$32K -$223K -14,500 -87%
IA
149
IFP Advisors
Florida
$25K -$693 -45 -3%
OIA
150
OneDigital Investment Advisors
Kansas
$25K