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Name Holding Trade Value Shares
Change
Change in
Stake
MC
651
Montag & Caldwell
Georgia
$9.25M +$9.76M +20,294 New
BDWM
652
Brewin Dolphin Wealth Management
Ireland
$9.24M +$1.5M +3,116 +18%
IFWM
653
Institute for Wealth Management
Colorado
$9.22M +$65.4K +136 +0.7%
WJWM
654
Williams Jones Wealth Management
New York
$9.2M -$209K -434 -2%
BAM
655
Bell Asset Management
Australia
$9.14M +$1.14M +2,368 +13%
LS
656
Livforsakringsbolaget Skandia
Sweden
$9.09M +$144K +300 +2%
OPS
657
Orion Portfolio Solutions
Nebraska
$9.04M +$710K +1,476 +8%
ECM
658
Everence Capital Management
Indiana
$9.02M +$2.73M +5,670 +40%
HFM
659
Harvest Fund Management
China
$9.02M -$5.82M -12,097 -38%
JWM
660
Jackson Wealth Management
Florida
$8.97M -$6.56M -13,628 -41%
CCA
661
Cobblestone Capital Advisors
New York
$8.91M +$878K +1,826 +10%
NEI
662
Northwest & Ethical Investments
Ontario, Canada
$8.9M -$354K -735 -4%
GL
663
GHE LLC
Tennessee
$8.9M +$311K +646 +3%
AIM
664
Arcadia Investment Management
Michigan
$8.87M +$450K +935 +5%
SAM
665
Synergy Asset Management
Washington
$8.76M +$3.4M +7,058 +58%
AP
666
Advisor Partners
California
$8.75M +$165K +343 +2%
Vanguard Personalized Indexing Management
667
Vanguard Personalized Indexing Management
California
$8.73M +$44.7K +93 +0.5%
RA
668
RiverPark Advisors
New York
$8.73M -$673K -1,399 -7%
TTWM
669
TCV Trust & Wealth Management
Virginia
$8.72M +$9.21M +19,145 New
SFI
670
Siemens Fonds Invest
Germany
$8.66M -$42.3K -88 -0.5%
CICI
671
Capital Investment Counsel Inc
North Carolina
$8.63M -$622K -1,293 -6%
Cetera Investment Advisers
672
Cetera Investment Advisers
Illinois
$8.62M +$274K +570 +3%
BPCE
673
Bank Pictet & Cie (Europe)
Germany
$8.59M -$943K -1,961 -9%
Acadian Asset Management
674
Acadian Asset Management
Massachusetts
$8.57M -$2.28M -4,739 -20%
BFM
675
Boston Financial Management
Massachusetts
$8.53M -$2.53M -5,266 -22%