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Name Holding Trade Value Shares
Change
Change in
Stake
PA
476
Profund Advisors
Maryland
$99.8M -$30.5M -197,640 -24%
CAM
477
Contour Asset Management
New York
$98.1M +$29.9M +193,460 +47%
FFA
478
First Foundation Advisors
California
$97.9M +$4.16M +26,940 +5%
HIIFS
479
Harel Insurance Investments & Financial Services
Israel
$97.9M -$46.4M -300,260 -33%
BCWM
480
Bartlett & Co Wealth Management
Ohio
$97.8M +$5.59M +36,160 +6%
BC
481
Bartlett & Co
Ohio
$97.8M +$5.59M +36,160 +6%
O
482
Ossiam
France
$96.8M +$881K +5,700 +1%
SMDAM
483
Sumitomo Mitsui DS Asset Management
Japan
$96.6M -$195K -1,260 -0.2%
SC
484
Styrax Capital
New York
$96.1M +$91.1M +589,620 New
EDRH
485
Edmond de Rothschild Holding
Switzerland
$95.9M +$2.31M +14,940 +3%
MIH
486
Meitav Investment House
Israel
$95M -$1.12M -7,220 -1%
SW
487
SVB Wealth
Massachusetts
$95M -$2.14M -13,880 -2%
NIM
488
Northeast Investment Management
Massachusetts
$94.8M +$695K +4,500 +0.8%
IAA
489
Independent Advisor Alliance
North Carolina
$94.5M +$8.33M +53,900 +10%
BHIA
490
Birch Hill Investment Advisors
Massachusetts
$94.2M -$201K -1,300 -0.2%
Wealthfront Advisers
491
Wealthfront Advisers
California
$92.9M -$3.21M -20,760 -4%
PWLP
492
Prio Wealth Limited Partnership
Massachusetts
$92.7M +$2.72M +17,620 +3%
Lido Advisors
493
Lido Advisors
California
$91.7M +$4.08M +26,400 +5%
AWS
494
Atria Wealth Solutions
New York
$91.3M +$86.5M +560,060 New
IC
495
Inverness Counsel
New York
$91.3M -$28.8M -186,480 -25%
GH
496
Grosvenor Holdings
Illinois
$91.3M +$64.3M +416,000 +289%
KRS
497
Kentucky Retirement Systems
Kentucky
$90.9M +$3.31M +21,440 +4%
LIP
498
Liontrust Investment Partners
United Kingdom
$90M -$2.16M -14,000 -2%
CC
499
Cannell & Co
New York
$89.2M -$476K -3,080 -0.6%
RMDI
500
R.M. Davis Inc
Maine
$89M +$1.42M +9,160 +2%