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Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
451
Envestnet Portfolio Solutions
Illinois
$186M +$4.58M +20,522 +3%
BFO
452
Biltmore Family Office
North Carolina
$184M -$6.91M -30,937 -4%
MIFH
453
Migdal Insurance & Financial Holdings
Israel
$183M -$44.7M -200,000 -20%
CA
454
Cornerstone Advisors
North Carolina
$180M -$3.31M -14,800 -2%
CA
455
Cullinan Associates
Kentucky
$178M -$9.09M -40,691 -5%
DWP
456
Daymark Wealth Partners
Ohio
$177M -$2.4M -10,743 -1%
TAM
457
Trillium Asset Management
Massachusetts
$177M +$1.49M +6,661 +0.9%
GAMH
458
Greenwoods Asset Management (HK)
Hong Kong
$176M +$132M +591,108 +357%
DWA
459
Douglass Winthrop Advisors
New York
$176M -$1.97M -8,808 -1%
PP
460
Patten & Patten
Tennessee
$176M -$2.14M -9,602 -1%
ASN
461
Advisory Services Network
Georgia
$175M
EI
462
Ethic Inc
New York
$174M -$22.1M -99,162 -9%
ACA
463
Aptus Capital Advisors
Alabama
$174M +$29.2M +130,860 +21%
Baillie Gifford & Co
464
Baillie Gifford & Co
United Kingdom
$174M +$3.17M +14,177 +2%
FFB
465
First Financial Bankshares
Texas
$174M -$22.5M -100,865 -12%
HW
466
Hancock Whitney
Mississippi
$173M -$449K -2,012 -0.3%
SC
467
Savant Capital
Illinois
$172M +$16.1M +72,214 +11%
BRWA
468
B. Riley Wealth Advisors
Florida
$171M -$44.7M -200,346 -21%
NP
469
NorthRock Partners
Minnesota
$171M +$628K +2,811 +0.4%
HIMC
470
Heritage Investors Management Corp
Maryland
$171M -$2.95M -13,190 -2%
DILIC
471
Dai-ichi Life Insurance Company
Japan
$170M -$11.7M -52,607 -7%
HL
472
Harding Loevner
New Jersey
$170M -$2.19M -9,821 -1%
AAF
473
Andra AP-fonden
Sweden
$169M -$10.3M -46,000 -6%
RJT
474
Raymond James Trust
Florida
$169M -$498K -2,228 -0.3%
MPWT
475
MassMutual Private Wealth & Trust
Connecticut
$168M -$2.25M -10,090 -1%