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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
326
Steward Partners Investment Advisory
New York
$23.4M +$5.29M +12,520 +28%
BFO
327
Boston Family Office
Massachusetts
$23.2M -$164K -389 -0.7%
DPL
328
Danica Pension Livsforsikrings
$23M -$3.29M -7,790 -12%
EB
329
Eastern Bank
Massachusetts
$22.9M -$106K -252 -0.4%
IC
330
IEQ Capital
California
$22.9M -$15.5M -36,732 -40%
CAG
331
Crestwood Advisors Group
Massachusetts
$22.9M -$4.17M -9,886 -15%
CPIM
332
Coalescence Partners Investment Management
New York
$22.8M -$26M -61,650 -52%
CIS
333
Capital International Sarl
California
$22.8M +$903K +2,138 +4%
PAS
334
Professional Advisory Services
Florida
$22.7M +$2.21M +5,228 +10%
MCM
335
Makena Capital Management
California
$22.6M +$4.04M +9,569 +21%
RT
336
Rockland Trust
Massachusetts
$22.5M +$2.38M +5,642 +11%
Daiwa Securities Group
337
Daiwa Securities Group
Japan
$22.3M +$893K +2,114 +4%
TWIM
338
TIAA Wealth Investment Management
New York
$22M +$2.61M +6,170 +13%
AB
339
Amalgamated Bank
New York
$22M -$461K -1,091 -2%
Alyeska Investment Group
340
Alyeska Investment Group
Illinois
$21.9M +$22.8M +53,893 New
SWM
341
Segment Wealth Management
Texas
$21.9M +$2.53K +6 +0%
MML Investors Services
342
MML Investors Services
Massachusetts
$21.8M +$10.3M +24,460 +84%
ZIG
343
Zurich Insurance Group
Switzerland
$21.6M +$22.4M +53,155 New
PAI
344
Pittenger & Anderson Inc
Nebraska
$21.6M -$825K -1,954 -4%
Wealth Enhancement Advisory Services
345
Wealth Enhancement Advisory Services
Minnesota
$21.4M -$3.55M -8,396 -14%
LCM
346
Lakewood Capital Management
New York
$21.1M +$3.38M +8,000 +18%
VLKIM
347
Van Lanschot Kempen Investment Management
Netherlands
$20.9M +$4.44M +10,519 +26%
Pathstone Holdings
348
Pathstone Holdings
New Jersey
$20.6M -$266K -630 -1%
BAMF
349
BI Asset Management Fondsmaeglerselskab
Denmark
$20.5M -$4.29M -10,168 -16%
Lord, Abbett & Co
350
Lord, Abbett & Co
New Jersey
$20.5M +$5.91K +14 +0%