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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
176
Barlow Wealth Partners
Kentucky
$23.9M +$2.63M +3,669 +14%
SSWM
177
Smith Salley Wealth Management
North Carolina
$23.9M +$705K +983 +3%
DWM
178
Destination Wealth Management
California
$23.5M +$239K +333 +1%
WPI
179
Walter Public Investments
Canada
$23.3M +$800K +1,115 +4%
MC
180
Maplelane Capital
New York
$22.9M -$38.3M -53,389 -65%
ACI
181
Alpha Cubed Investments
California
$22.9M -$14.9M -20,741 -42%
JG
182
Jain Global
New York
$22.4M +$17.9M +24,873 +810%
GIA
183
Guyasuta Investment Advisors
Pennsylvania
$22.3M -$215K -300 -1%
Legal & General Group
184
Legal & General Group
United Kingdom
$22.2M +$3.12M +4,346 +19%
Deutsche Bank
185
Deutsche Bank
Germany
$22M +$1.19M +1,655 +6%
QCM
186
QRG Capital Management
Illinois
$21.3M -$324K -452 -2%
SAM
187
Silvercrest Asset Management
New York
$21.1M +$4.12M +5,745 +28%
SWM
188
Segment Wealth Management
Texas
$20.4M +$300K +418 +2%
PCM
189
Penserra Capital Management
California
$19.8M +$1.27M +1,770 +8%
OSAM
190
O'Shaughnessy Asset Management
Connecticut
$19.7M -$2.38M -3,311 -12%
NAM
191
Nissay Asset Management
Japan
$19.6M +$165K +230 +1%
PGFC
192
Peapack-Gladstone Financial Corp
New Jersey
$19.3M +$3.14M +4,381 +22%
MT
193
Midwest Trust
Kansas
$19.1M +$17.1M +23,826 New
CI
194
Capital International
California
$19M -$428K -597 -2%
MPM
195
Meritage Portfolio Management
Kansas
$18.7M -$1.61M -2,249 -9%
HWM
196
Heirloom Wealth Management
Colorado
$18.6M +$123K +171 +0.7%
TIM
197
Thornburg Investment Management
New Mexico
$18.6M -$1.88M -2,616 -10%
Pathstone Holdings
198
Pathstone Holdings
New Jersey
$18.4M -$1.48M -2,068 -8%
SCTC
199
Sanibel Captiva Trust Company
Florida
$18.4M +$1.09M +1,523 +7%
NSLI
200
Nan Shan Life Insurance
Taiwan
$18.1M -$1.9M -2,646 -11%