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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
301
Allen Investment Management
New York
$81.5M +$17.5M +59,475 +28%
Cambridge Investment Research Advisors
302
Cambridge Investment Research Advisors
Iowa
$81M +$3.3M +11,260 +4%
MTC
303
McDaniel Terry & Co
Texas
$80.4M -$6.29M -21,430 -7%
Wealth Enhancement Advisory Services
304
Wealth Enhancement Advisory Services
Minnesota
$78.8M +$3.39M +11,538 +5%
NONA
305
Ninety One North America
New York
$78.1M -$14.3M -48,872 -16%
MWM
306
Modera Wealth Management
New Jersey
$78.1M -$2.14M -7,295 -3%
OWP
307
Obermeyer Wealth Partners
Colorado
$78M -$3.36M -11,435 -4%
SC
308
Sapient Capital
Indiana
$77.8M +$31.8M +108,394 +72%
BT
309
Banque Transatlantique
France
$77.5M +$55.4M +188,932 +294%
NA
310
NewEdge Advisors
Louisiana
$76.6M +$22.3M +75,989 +43%
MCP
311
Meridiem Capital Partners
Texas
$76M +$16.6M +56,697 +29%
MCM
312
MAI Capital Management
Ohio
$75.9M -$3.95M -13,459 -5%
BDLIB
313
Banque de Luxembourg Investments (BLI)
Luxembourg
$75.5M +$1.58M +5,400 +2%
CGPCS
314
Capital Group Private Client Services
California
$75.2M -$3.42M -11,671 -5%
FDP
315
Financiere des Professionnels
Quebec, Canada
$73.8M -$714K -2,432 -1%
Lido Advisors
316
Lido Advisors
California
$73.6M +$901K +3,070 +1%
OCM
317
Oribel Capital Management
New York
$73.5M +$68.7M +234,300 +3,166%
CIP
318
Cornerstone Investment Partners
Georgia
$73.1M +$70.6M +240,535 New
OPFM
319
Optimus Prime Fund Management
Cayman Islands
$72.9M – – –
Mitsubishi UFJ Trust & Banking
320
Mitsubishi UFJ Trust & Banking
Japan
$72.7M -$21.7M -74,011 -24%
TIM
321
Triodos Investment Management
Netherlands
$72.3M -$3.05M -10,400 -4%
Jones Financial Companies
322
Jones Financial Companies
Missouri
$72.3M +$11.2M +38,128 +19%
CCM
323
Cullen Capital Management
New York
$72.3M -$3.89M -13,269 -5%
TAF
324
Tredje AP-fonden
Sweden
$72.1M -$41.9M -142,825 -38%
EQF
325
Evergreen Quality Fund
Cayman Islands
$72M +$69.5M +236,840 New