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Name Holding Trade Value Shares
Change
Change in
Stake
WGAM
651
Wilkinson Global Asset Management
New York
$105M -$2.62M -11,737 -3%
JSSH
652
J. Safra Sarasin Holding
$105M +$17.6M +78,903 +21%
DFG
653
Delta Financial Group
New Jersey
$104M +$272K +1,217 +0.3%
BMCM
654
Bryn Mawr Capital Management
Pennsylvania
$104M -$457K -2,046 -0.5%
FCH
655
Freestone Capital Holdings
Washington
$103M +$1.63M +7,280 +2%
CG
656
Caprock Group
Idaho
$103M +$4.08M +18,282 +4%
WBG
657
Wharton Business Group
Pennsylvania
$103M -$113K -508 -0.1%
EWM
658
Empirical Wealth Management
Washington
$103M -$8.46M -37,866 -8%
HCMG
659
Howard Capital Management Group
California
$103M -$1.23M -5,495 -1%
CSPIA
660
Cary Street Partners Investment Advisory
Virginia
$103M +$701K +3,138 +0.7%
APG Asset Management
661
APG Asset Management
Netherlands
$102M -$2.88B -12,891,307 -96%
FFO
662
Fiduciary Family Office
Florida
$102M +$31.9M +143,054 +48%
CIA
663
Capital Investment Advisors
Georgia
$102M +$3.82M +17,121 +4%
ISL
664
Ingalls & Snyder LLC
New York
$102M -$431K -1,928 -0.4%
WANY
665
Wealthspire Advisors (New York)
New York
$102M +$10.1M +45,130 +12%
MC
666
Moors & Cabot
Massachusetts
$101M +$483K +2,165 +0.5%
NLGIA
667
Nippon Life Global Investors Americas
New York
$100M +$5.21M +23,330 +6%
VLKIM
668
Van Lanschot Kempen Investment Management
Netherlands
$100M -$1.1M -4,944 -1%
HFS
669
Hantz Financial Services
Michigan
$100M +$24.9M +111,358 +35%
EF
670
Empowered Funds
Pennsylvania
$99.5M -$3.94M -17,659 -4%
AM
671
Atreides Management
Massachusetts
$99M +$21.9M +97,882 +30%
HCM
672
Howard Capital Management
Georgia
$98.8M +$91M +407,407 +2,477%
EAM
673
Evanson Asset Management
California
$98.7M -$244K -1,091 -0.3%
ANHIM
674
Alan N. Hoffman Investment Management
Massachusetts
$98.1M -$384K -1,718 -0.4%
WIM
675
Waverton Investment Management
United Kingdom
$97.7M +$3.44M +15,413 +4%