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Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
401
Aristotle Atlantic Partners
Florida
$163M -$25.1M -138,157 -13%
KIA
402
KCM Investment Advisors
California
$163M -$249K -1,370 -0.1%
AF
403
Allworth Financial
California
$161M +$22M +120,750 +15%
HIMCH
404
Hartford Investment Management Co (HIMCO)
Connecticut
$161M -$8.57M -47,112 -5%
BF
405
BOK Financial
Oklahoma
$160M +$3.73M +20,499 +2%
IWC
406
Integrated Wealth Concepts
Massachusetts
$159M +$3.08M +16,917 +2%
HL
407
Harding Loevner
New Jersey
$158M -$41.2M -226,728 -20%
AAIS
408
ABN AMRO Investment Solutions
$157M -$12.9M -70,757 -7%
IAA
409
Independent Advisor Alliance
North Carolina
$157M -$796K -4,379 -0.5%
MIFH
410
Migdal Insurance & Financial Holdings
Israel
$157M +$162M +893,328 +4,611%
CGH
411
Crossmark Global Holdings
Texas
$156M +$2.94M +16,157 +2%
TAM
412
Tocqueville Asset Management
New York
$156M -$7.47M -41,066 -4%
BIM
413
Bridges Investment Management
Nebraska
$155M -$10.3M -56,792 -6%
WB
414
WesBanco Bank
West Virginia
$154M +$44.4M +244,432 +37%
CTB
415
Country Trust Bank
Illinois
$154M -$3.24M -17,806 -2%
MWM
416
Modera Wealth Management
New Jersey
$153M -$677K -3,723 -0.4%
CS
417
Cannell & Spears
New York
$153M +$79.8M +438,987 +97%
DPAM
418
Degroof Petercam Asset Management
Belgium
$153M -$5.34M -29,360 -3%
DWM
419
Destination Wealth Management
California
$151M +$2.79M +15,320 +2%
B
420
Bailard
California
$151M +$62.5K +344 +0%
OAC
421
OMERS Administration Corp
Ontario, Canada
$150M – – –
FLPIM
422
F.L. Putnam Investment Management
Massachusetts
$150M -$11.2M -61,690 -7%
ADEF
423
Adams Diversified Equity Fund
Maryland
$150M – – –
SW
424
SteelPeak Wealth
California
$147M +$17.5M +95,971 +13%
WSFS
425
Wilmington Savings Fund Society
Delaware
$147M +$155M +855,171 New
15 16
17
18 19