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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
301
Vanguard Personalized Indexing Management
California
$448M +$18.5M +78,636 +5%
BPA
302
Beacon Pointe Advisors
California
$447M +$4.82M +20,442 +1%
HPC
303
HM Payson & Co
Maine
$444M +$5.58M +23,662 +1%
BCWM
304
Bartlett & Co Wealth Management
Ohio
$441M -$4.29M -18,215 -1%
WF
305
Welch & Forbes
Massachusetts
$440M -$3.39M -14,378 -0.8%
EWM
306
Evercore Wealth Management
New York
$438M -$3.54M -15,004 -0.9%
AI
307
Axiom Investors
Connecticut
$432M +$43M +182,654 +12%
BIM
308
Bridges Investment Management
Nebraska
$424M -$17M -72,277 -4%
OSAM
309
O'Shaughnessy Asset Management
Connecticut
$418M +$46.6M +197,778 +13%
IMCOOI
310
Investment Management Corp of Ontario (IMCO)
Canada
$417M -$4.74M -20,125 -1%
AIM
311
Achmea Investment Management
Netherlands
$417M +$1.77M +7,531 +0.5%
DCP
312
DSM Capital Partners
Florida
$415M -$140M -595,258 -26%
AWM
313
AE Wealth Management
Kansas
$409M +$23.2M +98,497 +6%
RFC
314
Regions Financial Corp
Alabama
$404M +$413K +1,752 +0.1%
SW
315
SVB Wealth
Massachusetts
$402M +$378M +1,601,950 +54,880%
JAM
316
Jupiter Asset Management
United Kingdom
$399M -$81.5M -345,674 -18%
FT
317
Fiduciary Trust
Massachusetts
$398M -$3.01M -12,774 -0.8%
Citadel Advisors
318
Citadel Advisors
Florida
$395M +$239M +1,013,871 +180%
Lord, Abbett & Co
319
Lord, Abbett & Co
New Jersey
$391M +$4.63M +19,661 +1%
Pacer Advisors
320
Pacer Advisors
Pennsylvania
$386M +$16.4M +69,698 +5%
DADC
321
D.A. Davidson & Co
Montana
$379M +$1.42M +6,025 +0.4%
TWC
322
TD Waterhouse Canada
Ontario, Canada
$378M +$5.81M +24,670 +2%
PCH
323
Polar Capital Holdings
United Kingdom
$378M +$47.3M +200,901 +15%
PGFC
324
Peapack-Gladstone Financial Corp
New Jersey
$377M -$6.25M -26,534 -2%
GFM
325
GF Fund Management
China
$374M +$352M +1,495,258 New