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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
401
Exencial Wealth Advisors
Oklahoma
$12.9M -$119K -339 -0.9%
AAM
402
Advisors Asset Management
Colorado
$12.9M -$1.98M -5,639 -13%
OL
403
one8zero8 LLC
North Carolina
$12.8M +$13.6M +38,643 New
BFO
404
Boston Family Office
Massachusetts
$12.8M +$1.05K +3 +0%
JMFC
405
J.M. Forbes & Co
Massachusetts
$12.8M +$47.4K +135 +0.4%
NRS
406
Neville Rodie & Shaw
New York
$12.7M +$852K +2,428 +7%
BCWM
407
Bartlett & Co Wealth Management
Ohio
$12.7M -$319K -909 -2%
GIM
408
Generate Investment Management
New Zealand
$12.7M +$13.4M +38,202 New
PFS
409
Prospera Financial Services
Texas
$12.6M +$3.7M +10,538 +39%
SSB
410
Sandy Spring Bank
Maryland
$12.6M +$539K +1,536 +4%
RCM
411
RNC Capital Management
California
$12.6M -$17.5K -50 -0.1%
FMI
412
F/M Investments
District of Columbia
$12.6M +$914K +2,605 +7%
IC
413
IEQ Capital
California
$12.5M +$2.58M +7,340 +24%
Rafferty Asset Management
414
Rafferty Asset Management
New York
$12.5M +$1.14M +3,253 +9%
UCFA
415
United Capital Financial Advisors
Texas
$12.4M +$57.2K +163 +0.4%
MSU
416
Mizuho Securities USA
New York
$12.4M +$4.09M +11,641 +45%
EGM
417
Engineers Gate Manager
New York
$12.4M +$5.73M +16,324 +77%
DC
418
Davenport & Co
Virginia
$12.3M -$1.75K -5 -0%
EI
419
Ethic Inc
New York
$12.1M +$2.72M +7,761 +27%
EMPI
420
Elo Mutual Pension Insurance
Finland
$12.1M -$585K -1,666 -4%
Brown Advisory
421
Brown Advisory
Maryland
$12M +$115K +329 +0.9%
MYAM
422
Meiji Yasuda Asset Management
Japan
$11.9M +$77.2K +220 +0.6%
NAMM
423
NorthStar Asset Management (Massachusetts)
Massachusetts
$11.9M -$550K -1,567 -4%
IAA
424
Independent Advisor Alliance
North Carolina
$11.8M +$580K +1,653 +5%
LIP
425
Liontrust Investment Partners
United Kingdom
$11.3M -$5.61M -15,975 -32%