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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$50.8M +$7.1M +6,802 +17%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$50.2M -$8.95M -8,584 -15%
BHC
153
Bowen Hanes & Co
Florida
$48.1M +$20.9K +20 +0%
TAM
154
Trillium Asset Management
Massachusetts
$46.8M -$10.1M -9,668 -18%
OWP
155
Obermeyer Wealth Partners
Colorado
$46.2M -$1.22M -1,168 -3%
Ninety One (UK)
156
Ninety One (UK)
United Kingdom
$45.9M -$13.8M -13,230 -24%
Mackenzie Financial
157
Mackenzie Financial
Ontario, Canada
$45.6M -$3.47M -3,330 -7%
TNB
158
Thomasville National Bank
Georgia
$45.2M +$218K +209 +0.5%
Principal Financial Group
159
Principal Financial Group
Iowa
$44.5M +$27.2M +26,050 +167%
Wealth Enhancement Advisory Services
160
Wealth Enhancement Advisory Services
Minnesota
$43.2M +$439K +421 +1%
MSR
161
Main Street Research
Connecticut
$42.9M -$330K -316 -0.8%
BHIA
162
Birch Hill Investment Advisors
Massachusetts
$42.4M +$669K +641 +2%
ACM
163
Alta Capital Management
Utah
$42.3M -$9.83M -9,424 -19%
Deutsche Bank
164
Deutsche Bank
Germany
$42.2M -$88.4M -84,703 -68%
AssetMark Inc
165
AssetMark Inc
California
$41.9M +$2.96M +2,834 +8%
TI
166
Tidal Investments
Wisconsin
$41.8M +$11.5M +11,021 +39%
TAM
167
Talos Asset Management
New York
$41.1M -$7.18M -6,879 -15%
HIM
168
HughesLittle Investment Management
$41M -$4.31M -4,130 -10%
MGI
169
MayTech Global Investments
New York
$40.4M +$313K +300 +0.8%
RWP
170
RWA Wealth Partners
Massachusetts
$40.1M -$100K -96 -0.3%
SC
171
SummitTX Capital
Texas
$40.1M +$25.1M +24,052 +179%
OAM
172
Oppenheimer Asset Management
New York
$39.9M -$668K -640 -2%
GCC
173
Guardian Capital (Canada)
Ontario, Canada
$39.3M -$1.4M -1,341 -4%
Russell Investments Group
174
Russell Investments Group
United Kingdom
$38.6M +$12.1M +11,593 +47%
FFM
175
Fisher Funds Management
New Zealand
$38.5M -$38.3M -36,686 -51%