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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
501
Edge Wealth Management
New York
$14.9M +$136K +2,618 +0.9%
WCMN
502
Westchester Capital Management (Nebraska)
Nebraska
$14.8M -$59.4K -1,144 -0.4%
CI
503
Capital International
California
$14.5M +$5.51M +106,108 +61%
ECM
504
Evergreen Capital Management
Washington
$14.5M -$160K -3,077 -1%
IWC
505
Integrated Wealth Concepts
Massachusetts
$14.4M +$33.4K +643 +0.2%
HIIFS
506
Harel Insurance Investments & Financial Services
Israel
$14.3M -$1.91M -36,724 -12%
NSIM
507
North Star Investment Management
Illinois
$14.2M +$112K +2,157 +0.8%
GC
508
Gratus Capital
Georgia
$14.1M +$611K +11,780 +5%
Lido Advisors
509
Lido Advisors
California
$14.1M +$1.75M +33,693 +14%
EWM
510
Evercore Wealth Management
New York
$14M +$3.68K +71 +0%
DWM
511
Dorchester Wealth Management
Quebec, Canada
$14M +$23.1K +445 +0.2%
LKIM
512
Lawson Kroeker Investment Management
Nebraska
$13.9M -$25.9K -500 -0.2%
CVM
513
Cheviot Value Management
California
$13.9M +$899K +17,331 +7%
NWM
514
Nicola Wealth Management
British Columbia, Canada
$13.8M +$82.8K +1,595 +0.6%
GT
515
Greenleaf Trust
Michigan
$13.8M +$103K +1,989 +0.8%
WTC
516
WhitTier Trust Company
Nevada
$13.7M +$987K +19,024 +8%
BBHC
517
Brown Brothers Harriman & Co
New York
$13.7M -$268K -5,170 -2%
PWAG
518
Polaris Wealth Advisory Group
California
$13.6M -$16M -307,532 -55%
RT
519
Rockland Trust
Massachusetts
$13.6M +$891K +17,167 +7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
520
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13.4M -$48.4M -932,278 -78%
SG Americas Securities
521
SG Americas Securities
New York
$13.3M -$2.57M -49,549 -16%
EFS
522
Essex Financial Services
Connecticut
$13.2M +$137K +2,646 +1%
PG
523
Pendal Group
Australia
$13.2M +$1.3M +25,083 +11%
FMII
524
Farmers & Merchants Investments Inc
Nebraska
$13.2M -$142K -2,729 -1%
FPCM
525
Financial Partners Capital Management
New York
$13.1M +$37.7K +727 +0.3%