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Name Holding Trade Value Shares
Change
Change in
Stake
PNAA
101
Pictet North America Advisors
Switzerland
$14.8M -$211K -2,893 -1%
Principal Financial Group
102
Principal Financial Group
Iowa
$14.6M +$15.2M +208,354 New
JMPWA
103
JP Morgan Private Wealth Advisors
California
$14.5M +$19.6K +268 +0.1%
UIM
104
USS Investment Management
United Kingdom
$14.5M -$5.63M -77,112 -27%
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$14M -$519K -7,109 -3%
AAM
106
Abeille Asset Management
France
$13.2M -$2.63M -36,023 -16%
KCM
107
Kornitzer Capital Management
Kansas
$13.2M – – –
Federated Hermes
108
Federated Hermes
Pennsylvania
$12.7M +$803 +11 +0%
LIM
109
Lathrop Investment Management
Arkansas
$12.1M +$128K +1,756 +1%
Kayne Anderson Rudnick Investment Management
110
Kayne Anderson Rudnick Investment Management
California
$12.1M +$61.7K +846 +0.5%
US Bancorp
111
US Bancorp
Minnesota
$11.9M +$180K +2,470 +1%
TAM
112
Tocqueville Asset Management
New York
$11.6M -$2.64M -36,176 -18%
SIC
113
Schwartz Investment Counsel
Michigan
$11.4M – – –
SAM
114
Sycomore Asset Management
France
$11.2M -$730K -10,000 -6%
FFIC
115
First Fiduciary Investment Counsel
Ohio
$11.1M -$247K -3,386 -2%
Truist Financial
116
Truist Financial
North Carolina
$10.8M -$1.22M -16,786 -10%
Osaic Holdings
117
Osaic Holdings
Arizona
$10.7M +$44.3K +607 +0.4%
PWLP
118
Prio Wealth Limited Partnership
Massachusetts
$10.6M +$11.1M +152,305 New
GG
119
Gofen & Glossberg
Illinois
$10.2M +$530K +7,269 +5%
CCM
120
Cinctive Capital Management
New York
$9.91M +$5.97M +81,849 +136%
HSBC Holdings
121
HSBC Holdings
United Kingdom
$9.62M -$47.1K -645 -0.5%
MGIM
122
M&G Investment Management
United Kingdom
$9.56M +$4.96K +68 +0%
ZIG
123
Zurich Insurance Group
Switzerland
$9.55M -$912K -12,495 -8%
MA
124
MUFG Americas
New York
$9.37M -$179K -2,451 -2%
OAM
125
Oppenheimer Asset Management
New York
$9.34M -$6.64K -91 -0.1%