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Name Holding Trade Value Shares
Change
Change in
Stake
HMC
176
Harvard Management Company
Massachusetts
$26.7M
MPM
177
Meritage Portfolio Management
Kansas
$26.6M -$1.18M -1,330 -5%
Pathstone Holdings
178
Pathstone Holdings
New Jersey
$26.5M +$9.8M +11,047 +68%
MGI
179
MayTech Global Investments
New York
$26.5M +$430K +485 +2%
JFL
180
Jarislowsky, Fraser Ltd
Quebec, Canada
$26.3M -$988K -1,114 -4%
Marshall Wace
181
Marshall Wace
United Kingdom
$25.6M +$23.4M +26,361 New
CM
182
Crestline Management
Texas
$25.1M +$23M +25,886 New
GC
183
Guggenheim Capital
Illinois
$25.1M -$1.81M -2,040 -7%
SI
184
Sora Investors
Pennsylvania
$24.3M -$4.44M -5,000 -17%
UCFA
185
United Capital Financial Advisors
Texas
$24.2M +$147K +166 +0.7%
HTC
186
Haverford Trust Company
Pennsylvania
$24.2M +$2.39M +2,695 +12%
CAPTRUST Financial Advisors
187
CAPTRUST Financial Advisors
North Carolina
$24M +$175M +197,453 +213%
CM
188
Castleark Management
Illinois
$23.9M -$284K -320 -1%
Federated Hermes
189
Federated Hermes
Pennsylvania
$23.9M -$1.65M -1,862 -7%
SWM
190
Segment Wealth Management
Texas
$23.5M +$562K +634 +3%
QCM
191
QRG Capital Management
Illinois
$23M +$1.53M +1,722 +8%
OAM
192
Oppenheimer Asset Management
New York
$22.8M -$2.9M -3,264 -12%
Creative Planning
193
Creative Planning
Kansas
$22.8M +$2.71M +3,055 +15%
CIBC Asset Management
194
CIBC Asset Management
Ontario, Canada
$22.8M -$535K -603 -2%
EWA
195
Exencial Wealth Advisors
Oklahoma
$22.7M -$880K -992 -4%
Cetera Investment Advisers
196
Cetera Investment Advisers
Illinois
$22.7M +$13M +14,682 +169%
CAM
197
Cresset Asset Management
Illinois
$22.4M +$2.32M +2,617 +13%
CGH
198
Crossmark Global Holdings
Texas
$22.1M -$1.64M -1,851 -8%
GAMH
199
Greenwoods Asset Management (HK)
Hong Kong
$21.8M +$19.9M +22,437 New
CI
200
Capital International
California
$21.8M +$84.3K +95 +0.4%