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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
SHFA
601
SS&H Financial Advisors
Michigan
$6.14M
NRG
602
Nemes Rush Group
Michigan
$6.14M -$320K -647 -4%
CTA
603
Chesley Taft & Associates
Illinois
$6.12M +$139K +281 +2%
BHCM
604
Brevan Howard Capital Management
Jersey
$6.07M -$336K -678 -5%
GAM
605
Groupama Asset Management
France
$6.05M -$482K -974 -6%
Lido Advisors
606
Lido Advisors
California
$6.04M +$703K +1,420 +14%
BAM
607
Bell Asset Management
Australia
$6.02M -$2.84M -5,733 -33%
KCM
608
Kanawha Capital Management
Virginia
$6.01M +$1.98M +3,991 +52%
Kovitz Investment Group Partners
609
Kovitz Investment Group Partners
Illinois
$6.01M +$1.52M +3,073 +24%
MCM
610
MAI Capital Management
Ohio
$6M -$905K -1,829 -14%
SF
611
Summit Financial
New Jersey
$5.99M +$88.1K +178 +2%
AMI
612
Amica Mutual Insurance
Rhode Island
$5.96M
SSB
613
Sandy Spring Bank
Maryland
$5.95M +$27.7K +56 +0.5%
MC
614
Mount Capital
United Kingdom
$5.92M
FCH
615
Freestone Capital Holdings
Washington
$5.92M +$126K +255 +2%
NRS
616
Neville Rodie & Shaw
New York
$5.89M
SAM
617
Synergy Asset Management
Washington
$5.85M +$5.6M +11,321 New
DSC
618
Duncker Streett & Co
Missouri
$5.84M +$89.1K +180 +2%
BCM
619
BTC Capital Management
Iowa
$5.82M -$297K -600 -5%
MWA
620
Meridian Wealth Advisors
Texas
$5.81M +$134K +270 +2%
AG
621
AIA Group
Hong Kong
$5.79M +$1.37M +2,776 +33%
ECM
622
Everence Capital Management
Indiana
$5.75M
PVI
623
Pine Valley Investments
New Jersey
$5.74M +$116K +235 +2%
BZWA
624
Blue Zone Wealth Advisors
California
$5.72M +$163K +330 +3%
OIA
625
OneDigital Investment Advisors
Kansas
$5.69M -$60.4K -122 -1%