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Name Holding Trade Value Shares
Change
Change in
Stake
III
351
Independent Investors Inc
New York
$278M -$938K -4,200 -0.4%
EPFB
352
Employees Provident Fund Board
Malaysia
$273M -$52.3M -234,302 -17%
HWM
353
HB Wealth Management
Georgia
$273M +$12.6M +56,413 +5%
PWM
354
Perigon Wealth Management
California
$271M -$1.57M -7,021 -0.6%
GIBU
355
Gulf International Bank (UK)
United Kingdom
$269M -$11.8M -52,913 -4%
Two Sigma Investments
356
Two Sigma Investments
New York
$268M -$51.3M -229,521 -17%
CGPCS
357
Capital Group Private Client Services
California
$268M -$5.79M -25,929 -2%
AF
358
Allworth Financial
California
$268M -$1.21M -5,422 -0.5%
AAP
359
Aristotle Atlantic Partners
Florida
$268M +$16M +71,556 +7%
EB
360
Eastern Bank
Massachusetts
$268M +$165M +739,207 +180%
AWS
361
Atria Wealth Solutions
New York
$267M -$29.7M -133,108 -10%
JWBC
362
John W. Bristol & Co
New York
$266M +$2.98M +13,336 +1%
QP
363
Quilter Plc
United Kingdom
$265M +$12.8M +57,541 +5%
EOJOAM
364
E. Ohman J:or Asset Management
Sweden
$264M -$5.15M -23,040 -2%
BFS
365
Bradley Foster & Sargent
Connecticut
$264M -$4.1M -18,342 -2%
RMDI
366
R.M. Davis Inc
Maine
$261M +$6.93M +31,019 +3%
MFIM
367
Mesirow Financial Investment Management
Illinois
$260M -$1.16M -5,185 -0.5%
AAS
368
Avantax Advisory Services
Texas
$259M +$1.93M +8,646 +0.8%
SWP
369
Stratos Wealth Partners
Ohio
$259M +$13.6M +60,917 +6%
VanEck Associates
370
VanEck Associates
New York
$259M +$23.8M +106,701 +11%
PA
371
Pinnacle Associates
New York
$258M -$1M -4,481 -0.3%
WSFS
372
Wilmington Savings Fund Society
Delaware
$254M +$55.9M +250,514 +30%
WTC
373
WhitTier Trust Company
Nevada
$254M +$6.78M +30,346 +3%
KPWS
374
Kestra Private Wealth Services
Texas
$252M +$7.88M +35,305 +3%
Jones Financial Companies
375
Jones Financial Companies
Missouri
$252M +$73.7M +329,944 +43%