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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
RWP
401
RWA Wealth Partners
Massachusetts
$17.7M +$676K +1,323 +4%
TWC
402
TD Waterhouse Canada
Ontario, Canada
$17.7M +$1.42M +2,781 +9%
WP
403
Wedgewood Partners
Missouri
$17.5M +$5.48M +10,731 +46%
TAM
404
Troy Asset Management
United Kingdom
$17.4M -$131K -256 -0.8%
UF
405
Univest Financial
Pennsylvania
$17.3M +$115K +226 +0.7%
PR
406
Payden & Rygel
California
$17.2M +$3.68M +7,200 +27%
GAM
407
Generali Asset Management
Italy
$16.9M -$2.29M -4,477 -12%
JHA
408
Jackson Hill Advisors
Texas
$16.8M +$1.92M +3,750 +13%
OIAM
409
OFI Invest Asset Management
France
$16.3M -$472K -924 -3%
GT
410
Glenmede Trust
Pennsylvania
$16.2M -$180K -352 -1%
LFM
411
LGT Fund Management
Liechtenstein
$16.1M +$894K +1,749 +6%
CIA
412
Covington Investment Advisors
Pennsylvania
$16.1M +$192K +375 +1%
AM
413
AGF Management
Ontario, Canada
$16.1M -$1.92M -3,756 -11%
EWA
414
Exencial Wealth Advisors
Oklahoma
$16M -$5.39M -10,556 -25%
CAPTRUST Financial Advisors
415
CAPTRUST Financial Advisors
North Carolina
$15.9M +$4.56M +8,932 +40%
GWM
416
GDS Wealth Management
Texas
$15.7M +$896K +1,753 +6%
HNB
417
Huntington National Bank
Ohio
$15.6M +$424K +829 +3%
B
418
Bellecapital
Switzerland
$15.6M -$484K -947 -3%
CFB
419
Cullen/Frost Bankers
Texas
$15.5M +$93.5K +183 +0.6%
DCM
420
Dupont Capital Management
Delaware
$15.4M +$1.04M +2,033 +7%
CPIM
421
Coalescence Partners Investment Management
New York
$15.3M – – –
B
422
Bailard
California
$15.3M +$78.2K +153 +0.5%
FFB
423
First Financial Bankshares
Texas
$15.1M +$285K +558 +2%
MIF
424
Mediolanum International Funds
Ireland
$14.9M -$347K -680 -2%
SLI
425
Sumitomo Life Insurance
Japan
$14.8M +$1.12M +2,199 +8%