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John Wiley & Sons Class A

Name Holding Trade Value Shares
Change
Change in
Stake
GHCM
201
Glen Harbor Capital Management
California
$195K – – –
Brown Brothers Harriman & Co
202
Brown Brothers Harriman & Co
New York
$189K +$1.13K +21 +0.5%
HDIM
203
Hanson & Doremus Investment Management
Vermont
$185K -$112K -2,080 -35%
SAM
204
Shell Asset Management
Netherlands
$180K -$16.1K -300 -7%
CBOA
205
Commonwealth Bank of Australia
Australia
$173K +$32.3K +600 +19%
DCM
206
Dupont Capital Management
Delaware
$159K +$182K +3,387 New
Smithfield Trust
207
Smithfield Trust
Pennsylvania
$145K +$167K +3,094 New
Zurich Cantonal Bank
208
Zurich Cantonal Bank
Switzerland
$142K – – –
Rockefeller Capital Management
209
Rockefeller Capital Management
New York
$141K – – –
ECM
210
Estabrook Capital Management
New York
$132K – – –
QT
211
Quantamental Technologies
New York
$127K +$145K +2,700 New
LIA
212
LS Investment Advisors
Michigan
$116K -$2.96K -55 -2%
CFGS
213
Concourse Financial Group Securities
Alabama
$113K +$58.3K +1,083 +83%
CAPTRUST Financial Advisors
214
CAPTRUST Financial Advisors
North Carolina
$78K +$13.7K +255 +18%
ICOM
215
Investment Counselors of Maryland
Maryland
$74K – – –
ClearBridge Investments
216
ClearBridge Investments
New York
$70K – – –
Nisa Investment Advisors
217
Nisa Investment Advisors
Missouri
$70K – – –
PCG
218
Private Capital Group
Connecticut
$62K – – –
SFPIA
219
Stevens First Principles Investment Advisors
California
$59K -$75.4K -1,400 -53%
Tower Research Capital (TRC)
220
Tower Research Capital (TRC)
New York
$50K -$128K -2,380 -69%
WhitTier Trust Company
221
WhitTier Trust Company
Nevada
$47K – – –
AWM
222
AllSquare Wealth Management
New York
$41K +$17.6K +327 +59%
US Bancorp
223
US Bancorp
Minnesota
$38K +$3.93K +73 +10%
Wealthspire Advisors (Maryland)
224
Wealthspire Advisors (Maryland)
Maryland
$37K -$1.83K -34 -4%
Geneos Wealth Management
225
Geneos Wealth Management
Colorado
$34K +$13.2K +246 +49%