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Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
501
D.J. St. Germain
Massachusetts
$89.8M -$1.84M -15,302 -2%
Carson Wealth (CWM LLC)
502
Carson Wealth (CWM LLC)
Nebraska
$89.8M
ISL
503
Ingalls & Snyder LLC
New York
$89.8M +$81.4M +676,484 New
MCM
504
Maryland Capital Management
Maryland
$89.4M +$1.25M +10,362 +2%
RCAMU
505
Rothschild & Co Asset Management US
Connecticut
$88.6M +$29.7M +246,934 +59%
TFA
506
Teamwork Financial Advisors
Texas
$88.2M +$2.84M +23,652 +4%
BAM
507
Barrett Asset Management
New York
$87.6M -$847K -7,043 -1%
LIP
508
Liontrust Investment Partners
United Kingdom
$87.4M +$79.2M +658,812 New
KWILP
509
Kiwi Wealth Investments Limited Partnership
New Zealand
$86.6M +$4.36M +36,230 +6%
AIP
510
Ameritas Investment Partners
Nebraska
$86.4M -$8.28M -68,874 -10%
IC
511
Inverness Counsel
New York
$86.4M -$2.22M -18,431 -3%
B
512
BP
United Kingdom
$85.9M -$79.6M -661,566 -51%
B
513
Bailard
California
$85.1M -$4.81M -39,998 -6%
BFS
514
Bard Financial Services
Connecticut
$85.1M +$77.1M +641,153 New
SW
515
SteelPeak Wealth
California
$85M +$605K +5,032 +0.8%
NLGIA
516
Nippon Life Global Investors Americas
New York
$85M -$2.74M -22,760 -3%
MC
517
Montag & Caldwell
Georgia
$84.7M +$11M +91,124 +17%
ACM
518
Advisors Capital Management
New Jersey
$83.9M +$826K +6,868 +1%
ASN
519
Advisory Services Network
Georgia
$83.6M +$10.2M +84,973 +16%
CC
520
Chicago Capital
Illinois
$83.5M +$438K +3,644 +0.6%
CC
521
Cannell & Co
New York
$83.5M -$626K -5,208 -0.8%
PWM
522
Perigon Wealth Management
California
$83.4M +$32.7K +272 +0%
CAM
523
Crake Asset Management
United Kingdom
$82.9M +$1.56M +13,000 +2%
WP
524
WealthPLAN Partners
Nebraska
$82.4M +$1.93M +16,068 +3%
CAM
525
Cacti Asset Management
Georgia
$82.2M -$2.35M -19,500 -3%