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Name Holding Trade Value Shares
Change
Change in
Stake
SW
401
SVB Wealth
Massachusetts
$24.1M +$23.3M +407,902 New
AF
402
Avanza Fonder
Sweden
$24.1M +$23.3M +407,704 New
OIAM
403
OFI Invest Asset Management
France
$24M +$24M +419,782 New
DJSG
404
D.J. St. Germain
Massachusetts
$24M -$602K -10,537 -3%
Northwestern Mutual Wealth Management
405
Northwestern Mutual Wealth Management
Wisconsin
$23.9M -$633K -11,091 -3%
DIA
406
Davidson Investment Advisors
Montana
$23.8M -$181K -3,177 -0.8%
DP
407
DDD Partners
Washington
$23.8M -$643K -11,254 -3%
Bank Julius Baer & Co
408
Bank Julius Baer & Co
Switzerland
$23.7M -$13.7M -239,701 -39%
SF
409
Synovus Financial
Georgia
$23.7M -$840K -14,712 -4%
ARAM
410
Ardmore Road Asset Management
New York
$23.7M +$5.71M +100,000 +33%
BMCM
411
Bryn Mawr Capital Management
Pennsylvania
$23.7M -$353K -6,189 -2%
AL
412
Arnhold LLC
New York
$23.6M -$1.84M -32,151 -7%
BPA
413
Beacon Pointe Advisors
California
$23.6M -$552K -9,665 -2%
LCM
414
LVM Capital Management
Michigan
$23.6M -$444K -7,769 -2%
CSIC
415
Clifford Swan Investment Counsel
California
$23.6M -$318K -5,569 -1%
VV
416
Verity & Verity
South Carolina
$23.4M +$2.43M +42,523 +12%
AAS
417
Avantax Advisory Services
Texas
$23.4M -$505K -8,834 -2%
Jones Financial Companies
418
Jones Financial Companies
Missouri
$23.3M +$6.66M +116,647 +42%
CI Investments Inc
419
CI Investments Inc
Ontario, Canada
$23.3M -$10.2M -178,585 -31%
VWA
420
Visionary Wealth Advisors
Illinois
$23.2M +$1.31M +22,943 +6%
APF
421
Alaska Permanent Fund
Alaska
$23.1M
CWM
422
Congress Wealth Management
Massachusetts
$22.8M -$3.4M -59,562 -13%
MSU
423
Mizuho Securities USA
New York
$22.4M +$6.66M +116,537 +45%
TIAA Trust, National Association
424
TIAA Trust, National Association
North Carolina
$22.2M +$12M +210,379 +128%
ADEF
425
Adams Diversified Equity Fund
Maryland
$22.2M +$8.11M +142,000 +61%