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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
476
Congress Wealth Management
Massachusetts
$168M +$39.7M +177,915 +33%
PFS
477
Prospera Financial Services
Texas
$167M +$11.8M +52,940 +8%
BFM
478
Boston Financial Management
Massachusetts
$166M -$7.08M -31,724 -4%
SP
479
SurgoCap Partners
New York
$166M +$52.4M +234,529 +49%
SPC
480
Sigma Planning Corp
Michigan
$165M -$5.5M -24,626 -3%
LNWWM
481
Laird Norton Wetherby Wealth Management
California
$165M -$2.07M -9,287 -1%
NMERB
482
New Mexico Educational Retirement Board
New Mexico
$164M -$4.91M -22,000 -3%
CSIC
483
Clifford Swan Investment Counsel
California
$164M -$3.85M -17,230 -2%
GT
484
Greenleaf Trust
Michigan
$164M +$2M +8,960 +1%
CAI
485
Capital Advisors Inc
Oklahoma
$163M +$3.71M +16,591 +2%
HIP
486
HUB Investment Partners
Texas
$163M +$1.63M +7,308 +1%
7CM
487
7G Capital Management
New York
$163M – – –
OIA
488
OneDigital Investment Advisors
Kansas
$160M -$1.02M -4,579 -0.7%
DWM
489
Dakota Wealth Management
Florida
$160M +$4.98M +22,300 +3%
NB
490
Norinchukin Bank
Japan
$159M +$25.6M +114,753 +20%
CK
491
Cohen Klingenstein
New York
$158M – – –
LCM
492
Logan Capital Management
Pennsylvania
$157M -$5.55M -24,869 -4%
CII
493
Capital International Inc
California
$157M +$2.73M +12,228 +2%
ACM
494
Argent Capital Management
Missouri
$157M -$1.91M -8,564 -1%
SCTC
495
Sanibel Captiva Trust Company
Florida
$156M -$4.22M -18,889 -3%
NIM
496
Northeast Investment Management
Massachusetts
$156M -$1.1M -4,948 -0.7%
SYBT
497
Stock Yards Bank & Trust
Kentucky
$156M -$5.63M -25,220 -4%
BCM
498
Becker Capital Management
Oregon
$156M -$2.97M -13,293 -2%
MA
499
Mutual Advisors
Nebraska
$156M -$719K -3,219 -0.5%
VIM
500
Vinva Investment Management
Australia
$155M +$17.7M +79,244 +13%
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