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Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
401
F.L. Putnam Investment Management
Massachusetts
$159M +$4.84M +26,402 +3%
MWM
402
Modera Wealth Management
New Jersey
$159M -$6.09M -33,234 -3%
WS
403
Wedbush Securities
California
$158M -$3.54M -19,330 -2%
IAA
404
Independent Advisor Alliance
North Carolina
$158M -$1.41M -7,712 -0.8%
TRCT
405
Tower Research Capital (TRC)
New York
$158M +$36.4M +198,718 +28%
PI
406
PGGM Investments
Netherlands
$158M +$35.8K +195 +0%
BF
407
BOK Financial
Oklahoma
$157M +$14.5M +79,171 +9%
IWC
408
Integrated Wealth Concepts
Massachusetts
$157M +$404K +2,203 +0.2%
JWBC
409
John W. Bristol & Co
New York
$156M -$1.35M -7,374 -0.8%
HWM
410
HB Wealth Management
Georgia
$155M +$11.5M +62,513 +7%
SW
411
SteelPeak Wealth
California
$155M +$1.89M +10,310 +1%
B
412
Bailard
California
$154M +$3.62M +19,724 +2%
ADEF
413
Adams Diversified Equity Fund
Maryland
$154M -$9.92M -54,100 -6%
OSAM
414
O'Shaughnessy Asset Management
Connecticut
$153M +$20.3M +110,499 +14%
MSV
415
MN Services Vermogensbeheer
Netherlands
$153M +$2.81M +15,300 +2%
WB
416
WesBanco Bank
West Virginia
$152M -$115K -628 -0.1%
BG
417
Bahl & Gaynor
Ohio
$151M -$1.92M -10,453 -1%
DWM
418
Destination Wealth Management
California
$151M +$2.25M +12,289 +1%
SDIC
419
South Dakota Investment Council
South Dakota
$150M -$12.5M -68,370 -7%
AAS
420
Avantax Advisory Services
Texas
$150M -$3.46M -18,849 -2%
LA
421
LBP AM
France
$149M +$15M +81,529 +10%
WSFS
422
Wilmington Savings Fund Society
Delaware
$149M -$1.94M -10,567 -1%
SAM
423
Shell Asset Management
Netherlands
$147M -$2.86M -15,578 -2%
CA
424
Cornerstone Advisors
North Carolina
$146M +$156M +852,000 New
DWA
425
Douglass Winthrop Advisors
New York
$146M -$9.44M -51,471 -6%