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Name Holding Trade Value Shares
Change
Change in
Stake
ABN AMRO Investment Solutions
351
ABN AMRO Investment Solutions
$378M +$30.6M +121,764 +8%
Kestra Advisory Services
352
Kestra Advisory Services
Texas
$377M -$11.2M -44,576 -3%
Montrusco Bolton Investments
353
Montrusco Bolton Investments
Quebec, Canada
$376M -$62.3M -248,318 -14%
Evelyn Partners
354
Evelyn Partners
$375M +$395M +1,573,537 New
Steward Partners Investment Advisory
355
Steward Partners Investment Advisory
New York
$374M -$110M -436,957 -22%
iA Global Asset Management
356
iA Global Asset Management
Quebec, Canada
$372M -$17.7M -70,413 -4%
Gateway Investment Advisers
357
Gateway Investment Advisers
Ohio
$372M -$23.8M -94,785 -6%
Pathstone Holdings
358
Pathstone Holdings
New Jersey
$370M +$16M +63,809 +4%
ING Group
359
ING Group
Netherlands
$370M +$1.48M +5,903 +0.4%
Banque Transatlantique
360
Banque Transatlantique
France
$369M +$5.48M +21,821 +1%
Meritage Group
361
Meritage Group
California
$368M -$78.5M -312,608 -17%
MRG
362
Milestone Resources Group
British Virgin Islands
$363M – – –
Close Asset Management
363
Close Asset Management
United Kingdom
$362M -$22M -87,812 -5%
New York Life Investment Management
364
New York Life Investment Management
New York
$356M +$5.65M +22,501 +2%
Unisphere Establishment
365
Unisphere Establishment
Liechtenstein
$354M +$97.9M +390,000 +36%
John W. Bristol & Co
366
John W. Bristol & Co
New York
$352M -$41.3M -164,535 -10%
Three Seasons Wealth
367
Three Seasons Wealth
Utah
$352M +$364M +1,450,082 +5,662%
Utah Retirement Systems
368
Utah Retirement Systems
Utah
$351M -$21.8M -86,745 -6%
Phoenix Financial
369
Phoenix Financial
Israel
$349M -$145M -579,181 -28%
Vanguard Personalized Indexing Management
370
Vanguard Personalized Indexing Management
California
$348M +$15.7M +62,732 +4%
MAI Capital Management
371
MAI Capital Management
Ohio
$348M +$62.5M +248,907 +21%
AEGON Asset Management (UK)
372
AEGON Asset Management (UK)
United Kingdom
$347M -$47M -187,197 -11%
Police & Firemen's Retirement System of New Jersey
373
Police & Firemen's Retirement System of New Jersey
New Jersey
$347M -$5.5M -21,897 -1%
ASR Vermogensbeheer
374
ASR Vermogensbeheer
Netherlands
$346M -$973K -3,876 -0.3%
British Columbia Investment Management
375
British Columbia Investment Management
British Columbia, Canada
$346M -$72.4M -288,284 -17%