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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
601
Axxcess Wealth Management
California
$159M +$2.5M +8,726 +2%
LFM
602
LGT Fund Management
Liechtenstein
$159M -$604K -2,111 -0.4%
BPC
603
Banque Pictet & Cie
Switzerland
$156M -$1.56M -5,440 -1%
Fiera Capital (Canada)
604
Fiera Capital (Canada)
Quebec, Canada
$156M -$2.76M -9,664 -2%
FCH
605
Freestone Capital Holdings
Washington
$156M +$8.52M +29,772 +6%
CICI
606
Capital Investment Counsel Inc
North Carolina
$155M -$2.43M -8,483 -2%
WT
607
Washington Trust
Rhode Island
$155M -$1.91M -6,665 -1%
HCM
608
Howland Capital Management
Massachusetts
$154M -$2.29M -8,016 -1%
LMIM
609
Lockheed Martin Investment Management
Maryland
$153M -$53.3M -186,180 -26%
SFM
610
Soros Fund Management
New York
$153M +$8.3M +29,004 +6%
PI
611
PFG Investments
New York
$153M +$431K +1,506 +0.3%
PI
612
PGGM Investments
Netherlands
$153M +$49M +171,137 +48%
DWM
613
Diversify Wealth Management
Utah
$151M +$9.85M +34,447 +8%
DAS
614
Diversify Advisory Services
Utah
$151M +$90.6M +316,760 +239%
BPCE
615
Bank Pictet & Cie (Europe)
Germany
$151M +$756K +2,644 +0.5%
TAM
616
Trillium Asset Management
Massachusetts
$151M -$52.5M -183,457 -26%
IAS
617
Insigneo Advisory Services
Florida
$151M +$37.6M +131,560 +34%
NPA
618
Nichols & Pratt Advisers
Massachusetts
$151M -$1.54M -5,389 -1%
BSL
619
Blue Sparrow LLC
Delaware
$151M -$27M -94,320 -15%
EF
620
Empirical Finance
Pennsylvania
$150M +$4.9M +17,132 +3%
NP
621
NS Partners
United Kingdom
$150M -$4.35M -15,191 -3%
VFA
622
Valeo Financial Advisors
Indiana
$149M -$2.94M -10,275 -2%
MCM
623
Maple Capital Management
Vermont
$149M -$459K -1,606 -0.3%
HWA
624
HCR Wealth Advisors
California
$149M +$867K +3,030 +0.6%
NAM
625
NorthCrest Asset Manangement
Minnesota
$149M +$23.5M +82,131 +21%