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Name Holding Trade Value Shares
Change
Change in
Stake
FMII
401
Farmers & Merchants Investments Inc
Nebraska
$19K – – –
PSI
402
Pinnacle Summer Investments
Virginia
$15K – – –
BPBT
403
Boston Private Bank & Trust
Massachusetts
$15K +$16.4K +240 New
WA
404
Waverly Advisors
Alabama
$14K – – –
MUMSS
405
Mitsubishi UFJ Morgan Stanley Securities
Japan
$12K -$14.4K -210 -51%
1IC
406
1919 Investment Counsel
Maryland
$12K – – –
BBPWM
407
Blue Bell Private Wealth Management
Pennsylvania
$12K +$13.7K +200 New
EWM
408
Evercore Wealth Management
New York
$7K – – –
KT
409
Kanaly Trust
Texas
$6K – – –
CAW
410
Cornerstone Advisors (Washington)
Washington
$3K -$411 -6 -11%
AC
411
Alexandria Capital
Virginia
$3K +$959 +14 +39%
RFA
412
Reilly Financial Advisors
California
$3K +$3.22K +47 New
CA
413
CapWealth Advisors
Tennessee
$3K +$3.29K +48 New
CMBA
414
C.M. Bidwell & Associates
Hawaii
$2K -$63K -920 -96%
1832 Asset Management
415
1832 Asset Management
Ontario, Canada
$2K – – –
GAM
416
Gemmer Asset Management
California
$2K – – –
WC
417
Whitnell & Co
Illinois
$2K – – –
JWA
418
JFS Wealth Advisors
Pennsylvania
$2K +$548 +8 +26%
MFS
419
MSI Financial Services
Massachusetts
$1K -$5.68K -83 -89%
CAM
420
ClariVest Asset Management
California
$1K – – –
TFO
421
Tarbox Family Office
California
$1K – – –
EIP
422
Epoch Investment Partners
New York
– -$114M -1,654,638 Closed
EIG
423
EdgePoint Investment Group
Ontario, Canada
– -$69.5M -1,010,955 Closed
BCPEM
424
Bain Capital Public Equity Management
Massachusetts
– -$49.2M -715,131 Closed
LP
425
LMR Partners
United Kingdom
– -$42.1M -611,765 Closed