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Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$8.13M +$179K +6,393 +2%
SAM
102
Silvercrest Asset Management
New York
$8.09M +$93.6K +3,333 +1%
1832 Asset Management
103
1832 Asset Management
Ontario, Canada
$8.05M -$15.1M -537,774 -63%
AAIS
104
ABN AMRO Investment Solutions
$7.94M -$719K -25,600 -8%
Lazard Asset Management
105
Lazard Asset Management
New York
$7.84M -$6.24M -222,143 -42%
CFB
106
Cullen/Frost Bankers
Texas
$7.74M -$3.21M -114,355 -27%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$7.66M -$1.07M -38,229 -11%
DE
108
DV Equities
Illinois
$7.64M +$8.37M +298,272 New
LNWTC
109
Laird Norton Wetherby Trust Company
Washington
$7.61M +$8.35M +297,409 New
BCAM
110
Boston Common Asset Management
Massachusetts
$7.44M +$786K +28,007 +11%
Pathstone Holdings
111
Pathstone Holdings
New Jersey
$7.41M +$407K +14,511 +5%
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$7.32M -$3.51K -125 -0%
BL
113
BFSG LLC
California
$7.31M -$39.5K -1,407 -0.5%
Focus Partners Wealth
114
Focus Partners Wealth
Massachusetts
$7.25M +$1.71M +60,838 +27%
IPW
115
Inlet Private Wealth
Florida
$7.09M -$417K -14,850 -5%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$7.08M +$2.67M +95,139 +52%
RG
117
Renaissance Group
Kentucky
$6.83M -$715K -25,466 -9%
CFO
118
Callan Family Office
Pennsylvania
$6.82M +$1.48M +52,577 +25%
VAS
119
Vestmark Advisory Solutions
Massachusetts
$6.79M +$3.09M +110,152 +71%
SIA
120
Sit Investment Associates
Minnesota
$6.71M
EGA
121
Eagle Global Advisors
Texas
$6.68M -$101K -3,614 -1%
RWM
122
Ritholtz Wealth Management
New York
$6.62M +$81K +2,887 +1%
CEI
123
Clark Estates Inc
New York
$6.4M
AI
124
Atria Investments
North Carolina
$6.18M +$83.9K +2,990 +1%
SA
125
Sanctuary Advisors
Indiana
$6.07M +$29.4K +1,048 +0.4%