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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
326
Concurrent Investment Advisors
Florida
$21.5M +$11.2M +277,282 +110%
WA
327
Waverly Advisors
Alabama
$21.5M +$9.49M +233,934 +80%
Pathstone Holdings
328
Pathstone Holdings
New Jersey
$20.9M -$463K -11,411 -2%
TW
329
Trajan Wealth
Arizona
$20.8M +$15.8M +389,330 +322%
CFB
330
Cullen/Frost Bankers
Texas
$20.7M -$345K -8,507 -2%
RG
331
Rathbones Group
United Kingdom
$20.4M -$619K -15,262 -3%
Neuberger Berman Group
332
Neuberger Berman Group
New York
$20.2M +$308K +7,588 +2%
MCM
333
Moore Capital Management
New York
$20.1M +$20M +493,124 New
CFC
334
Cincinnati Financial Corp
Ohio
$19.8M
AF
335
Allworth Financial
California
$19.8M +$3.69M +91,014 +23%
OPERF
336
Oregon Public Employees Retirement Fund
Oregon
$19.7M +$40.6K +1,000 +0.2%
CF
337
Clarity Financial
Texas
$19.2M +$16.7M +412,018 +697%
MOACM
338
Mutual of America Capital Management
New York
$19.2M -$174K -4,288 -0.9%
SJIC
339
St. James Investment Company
Texas
$19.2M +$19.1M +470,750 New
WIA
340
World Investment Advisors
California
$19M +$3.64M +89,826 +24%
TAM
341
Todd Asset Management
Kentucky
$19M -$9.34M -230,292 -33%
OAM
342
OP Asset Management
$18.9M +$258K +6,364 +1%
Lazard Asset Management
343
Lazard Asset Management
New York
$18.7M -$16.8M -413,635 -47%
RT
344
Rockland Trust
Massachusetts
$18.6M +$294K +7,257 +2%
MPWT
345
MassMutual Private Wealth & Trust
Connecticut
$18.6M -$1.36M -33,651 -7%
PGFC
346
Peapack-Gladstone Financial Corp
New Jersey
$18.5M -$2.51M -61,975 -12%
MC
347
Miramar Capital
Illinois
$18.5M +$6.53K +161 +0%
GAM
348
Generali Asset Management
Italy
$18.4M +$1.64M +40,394 +10%
AL
349
Arnhold LLC
New York
$18.3M +$1.52M +37,500 +9%
CIC
350
Crawford Investment Counsel
Georgia
$18.2M -$5.56M -137,144 -24%