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Name Holding Trade Value Shares
Change
Change in
Stake
Fuller & Thaler Asset Management
501
Fuller & Thaler Asset Management
California
$46K -$126K -1,200 -75%
BBHC
502
Brown Brothers Harriman & Co
New York
$45K
WAM
503
Wealthspire Advisors (Maryland)
Maryland
$40K +$3.16K +30 +9%
NYLT
504
New York Life Trust
New York
$39K +$35.8K +340 New
SAMC
505
Shinko Asset Management Company
Japan
$38K
TAF
506
Tredje AP-fonden
Sweden
$37K +$31.6K +300 New
PWM
507
Perigon Wealth Management
California
$37K +$33.8K +321 New
FAM
508
Formidable Asset Management
Ohio
$34K
AIM
509
Anchor Investment Management
South Carolina
$32K +$29.5K +280 New
GWS
510
Glassman Wealth Services
Virginia
$29K
Royal London Asset Management
511
Royal London Asset Management
United Kingdom
$29K +$345M +3,280,949 +7,641%
PMFA
512
Plante Moran Financial Advisors
Michigan
$27K
FHA
513
First Horizon Advisors
Tennessee
$26K -$2.84K -27 -11%
LNB
514
Ledyard National Bank
$26K
Bessemer Group
515
Bessemer Group
New Jersey
$25K -$60.7K -577 -72%
TCOV
516
Trust Company of Vermont
Vermont
$23K -$34K -323 -62%
PFS
517
Physicians Financial Services
North Carolina
$23K
UFA
518
US Financial Advisors
Massachusetts
$23K
MCM
519
Manchester Capital Management
Vermont
$22K
PFBT
520
Parkside Financial Bank & Trust
Missouri
$22K
IC
521
IKOS CIF
Cyprus
$20K -$46.8K -445 -71%
Nuveen
522
Nuveen
North Carolina
$19.9K +$16.8M +160,083 +1,121%
IIC
523
Integrated Investment Consultants
Michigan
$17K +$15.8K +150 New
RFS
524
Rockefeller Financial Services
New York
$17K +$16.1K +153 New
IA
525
IFP Advisors
Florida
$15K +$2.63K +25 +25%