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Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
701
Loomis, Sayles & Company
Massachusetts
$52.7M -$5.33M -41,114 -10%
WAM
702
World Asset Management
Michigan
$52.7M -$3.02M -23,342 -6%
WC
703
Whitney & Co
New York
$52.7M +$55.5K +428 +0.1%
ECM
704
Evergreen Capital Management
Washington
$52.6M +$1.62M +12,516 +3%
MIM
705
Marco Investment Management
Georgia
$52.6M +$527K +4,065 +1%
FMW
706
Farr Miller & Washington
District of Columbia
$52.2M +$4.02M +31,007 +9%
BFA
707
Beaumont Financial Advisors
Massachusetts
$52.2M +$6.51M +50,261 +15%
BJL
708
Brighton Jones LLC
Washington
$52.1M +$3.35M +25,859 +7%
WP
709
Wedgewood Partners
Missouri
$52M -$2.09M -16,130 -4%
BWP
710
Baldwin Wealth Partners
Massachusetts
$51.9M -$187K -1,440 -0.4%
LWCA
711
Locust Wood Capital Advisers
New York
$51.9M +$4.6M +35,492 +10%
FCH
712
Freestone Capital Holdings
Washington
$51.9M +$2.49M +19,212 +5%
SAM
713
Shikiar Asset Management
New York
$51.9M +$1.27M +9,824 +3%
B
714
BP
United Kingdom
$51.6M -$21.3M -164,754 -30%
MIA
715
MainStreet Investment Advisors
Illinois
$51.6M +$439K +3,391 +0.9%
LF
716
Lannebo Fonder
Sweden
$51.4M -$1.94M -15,000 -4%
SSWM
717
Smith Salley Wealth Management
North Carolina
$51.3M +$1.42M +10,952 +3%
EWA
718
Exencial Wealth Advisors
Oklahoma
$51.2M -$11.7M -90,604 -19%
KCM
719
Kanawha Capital Management
Virginia
$51.2M +$328K +2,531 +0.7%
PWP
720
Principle Wealth Partners
Connecticut
$51M -$184K -1,419 -0.4%
IC
721
Inscription Capital
Texas
$51M +$35.8M +276,061 +287%
GI
722
Gradient Investments
Minnesota
$50.8M +$3.14M +24,271 +7%
Edgewood Management
723
Edgewood Management
Connecticut
$50.8M -$4.2M -32,378 -8%
WI
724
Wintrust Investments
Illinois
$50.8M +$3.66M +28,249 +8%
SC
725
Shellback Capital
Massachusetts
$50.7M +$47.9M +370,000 New