Vault-13

AECOM ACM

COM · Common Stock · CUSIP 00766T100 · ISIN US00766T1007

American multinational engineering firm

411 institutional holders +40 vs Q3 2022
119,960,852120.0m shares reported held*
86.3% of all shares outstanding*
$10.2bnreported value*
63 new 127 added 135 reduced 30 sold out net bought ≈ $62.7m (+717.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($9.3m this quarter). Holder counts are more reliable. Shares outstanding: 139.0m as of 2023-02-03, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $85.08. Options: 10 managers hold calls ($22.2m notional), 10 hold puts ($31.6m).

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 371Q4 22: 411411Q3 22Q4 22
Numbers
QuarterHolders
Q3 2022371
Q4 2022411

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$10m$20m$30m$40mQ3 22 calls: $17.6mQ3 22 puts: $29.8mQ3 22P/C 1.69Q4 22 calls: $22.2mQ4 22 puts: $31.6mQ4 22P/C 1.42
Numbers
QuarterCallsPutsP/C
Q3 2022$17.6m$29.8m1.69
Q4 2022$22.2m$31.6m1.42

Biggest buyers

BlackRock Inc. Added +1,570,206+1.6m
MORGAN STANLEY Added +381,972+382.0k
JPMORGAN CHASE & CO Added +381,667+381.7k
JACOBS LEVY EQUITY MANAGEMENT, INC Added +357,647+357.6k
Invesco Ltd. Added +339,398+339.4k
LORD, ABBETT & CO. LLC Added +322,946+322.9k
Findlay Park Partners LLP New +291,885+291.9k
RENAISSANCE TECHNOLOGIES LLC New +257,977+258.0k
ExodusPoint Capital Management, LP New +241,088+241.1k
CITADEL ADVISORS LLC Added +213,394+213.4k

Biggest sellers

PRIMECAP MANAGEMENT CO/CA/ Reduced -1,600,170-1.6m
ALLIANCEBERNSTEIN L.P. Reduced -1,321,404-1.3m
GOLDMAN SACHS GROUP INC Reduced -289,042-289.0k
BARROW HANLEY MEWHINNEY & STRAUSS LLC Reduced -278,235-278.2k
Robeco Schweiz AG Reduced -261,898-261.9k
Electron Capital Partners, LLC Reduced -232,643-232.6k
MILLENNIUM MANAGEMENT LLC Reduced -220,344-220.3k
WELLINGTON MANAGEMENT GROUP LLP Reduced -218,104-218.1k
Point72 Asset Management, L.P. Reduced -180,500-180.5k
Desjardins Global Asset Management Inc. Reduced -159,432-159.4k

Biggest calls

CITADEL ADVISORS LLC Added $9.9m116.4k shares
Squarepoint Ops LLC Reduced $6.3m73.9k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $2.6m30.8k shares
SIMPLEX TRADING, LLC Reduced $1.3m15.3k shares
JANE STREET GROUP, LLC Reduced $611.5k7.2k shares
Walleye Trading LLC Added $552.0k6.5k shares
GROUP ONE TRADING LLC Added $390.7k4.6k shares
Portman Square Capital LLP First filing $365.2k4.3k shares
Walleye Capital LLC New $169.9k2.0k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Added $12.1m142.1k shares
Squarepoint Ops LLC Reduced $11.4m134.3k shares
JANE STREET GROUP, LLC Added $3.6m41.9k shares
GROUP ONE TRADING LLC Added $1.5m17.1k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.4m16.5k shares
Portman Square Capital LLP First filing $611.5k7.2k shares
Walleye Trading LLC Added $450.1k5.3k shares
SIMPLEX TRADING, LLC Reduced $382.0k4.5k shares
TWO SIGMA SECURITIES, LLC New $254.8k3.0k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution +0.3 pts · filed 2026-02-06 10.1% +0.3 pts 13.1m≈ $913.6m 2026-02-06
PRIMECAP MANAGEMENT CO/CA/ 13G · institution -1.3 pts · filed 2025-08-14 7.2% -1.3 pts 9.6m≈ $668.7m 2025-08-14
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 5.2% new 6.8m≈ $471.2m 2026-04-29

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)

Insider purchases and sales in Q4 2022

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q1 21: 0 buyingQ1 21: 0 sellingQ2 21: 0 buyingQ2 21: 0 sellingQ2 21Q3 21: 0 buyingQ3 21: 0 sellingQ4 21: 0 buyingQ4 21: 1 sellingQ4 21Q1 22: 0 buyingQ1 22: 0 sellingQ2 22: 0 buyingQ2 22: 0 sellingQ2 22Q3 22: 0 buyingQ3 22: 0 sellingQ4 22: 0 buyingQ4 22: 1 sellingQ4 22
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20210—0——
Q2 20210—0——
Q3 20210—0——
Q4 20210—1$2.1m—
Q1 20220—0——
Q2 20220—0——
Q3 20220—0——
Q4 20220—1$11.5m—
DateInsiderTradeSharesPrice ValueTheir holding
2022-12-16 Rudd Troy CHIEF EXECUTIVE OFFICER, director Sold 139,308 $82.51 $11.5m139.3k shares -43%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PRIMECAP MANAGEMENT CO/CA/ 1.37% of their portfolio PASADENA, CA 17,589,67117.6m $1.5bn $1.5bn 1.37% Reduced -1.6m -1,600,170
2 BlackRock Inc. 0.04% of their portfolio New York, NY 13,497,35113.5m $1.1bn $1.1bn 0.04% Added +1.6m +1,570,206
3 VANGUARD GROUP INC 0.03% of their portfolio Valley Forge, PA 13,349,60013.3m $1.1bn $1.1bn 0.03% Added +137.3k +137,343
4 Starboard Value LP 11.35% of their portfolio New York, NY 6,974,3167.0m $592.3m $592.3m 11.35% Unchanged
5 PICTET ASSET MANAGEMENT SA 0.71% of their portfolio GENEVA 73, V8 5,779,8435.8m $490.9m $490.9m 0.71% Added +182.3k +182,331
6 ALLIANCEBERNSTEIN L.P. 0.22% of their portfolio NASHVILLE, TN 5,633,9435.6m $478.5m $478.5m 0.22% Reduced -1.3m -1,321,404
7 BARROW HANLEY MEWHINNEY & STRAUSS LLC 1.46% of their portfolio DALLAS, TX 4,564,8804.6m $387.7m $387.7m 1.46% Reduced -278.2k -278,235
8 Invesco Ltd. 0.11% of their portfolio ATLANTA, GA 4,424,3054.4m $375.8m $375.8m 0.11% Added +339.4k +339,398
9 STATE STREET CORP 0.02% of their portfolio BOSTON, MA 4,033,5744.0m $342.6m $342.6m 0.02% Added +64.6k +64,612
10 NORGES BANK 0.05% of their portfolio OSLO, Q8 2,524,7522.5m $214.4m $214.4m 0.05% Reduced -108.8k -108,762
11 FMR LLC 0.02% of their portfolio BOSTON, MA 2,001,3492.0m $170.0m $170.0m 0.02% Added +137.0k +137,017
12 GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio BOSTON, MA 1,860,6061.9m $158.0m $158.0m 0.02% Added +85.5k +85,544
13 DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio AUSTIN, TX 1,796,3551.8m $152.6m $152.6m 0.05% Reduced -65.0k -65,024
14 Amundi 0.08% of their portfolio Paris, I0 1,718,0221.7m $145.8m $145.8m 0.08% Added +26.5k +26,510
15 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 1,605,7911.6m $136.4m $136.4m 0.02% Added +381.7k +381,667
16 Bank of New York Mellon Corp 0.03% of their portfolio NEW YORK, NY 1,466,0211.5m $124.5m $124.5m 0.03% Added +45.8k +45,753
17 AGF MANAGEMENT LTD 0.78% of their portfolio TORONTO, A6 1,271,5801.3m $108.0m $108.0m 0.78% First filing
18 NORTHERN TRUST CORP 0.02% of their portfolio CHICAGO, IL 1,134,1121.1m $96.3m $96.3m 0.02% Reduced -30.5k -30,505
19 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,075,0601.1m $91.3m $91.3m 0.01% Added +382.0k +381,972
20 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio SAN FRANCISCO, CA 874,762874.8k $74.3m $74.3m 0.02% Added +25.4k +25,424
21 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 864,315864.3k $73.4m $73.4m 0.01% Reduced -37.0k -37,031
22 FIRST TRUST ADVISORS LP 0.09% of their portfolio Wheaton, IL 859,835859.8k $73.0m $73.0m 0.09% Added +22.5k +22,504
23 UBS Group AG 0.03% of their portfolio ZURICH, V8 805,711805.7k $68.4m $68.4m 0.03% Added +154.3k +154,278
24 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 752,701752.7k $63.9m $63.9m 0.02% Added +17.5k +17,457
25 Mariner, LLC 0.19% of their portfolio Overland Park, KS 709,899709.9k $60.3m $60.3m 0.19% Added +21.2k +21,234
26 LORD, ABBETT & CO. LLC 0.10% of their portfolio JERSEY CITY, NJ 661,910661.9k $56.2m $56.2m 0.10% Added +322.9k +322,946
27 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 652,183652.2k $55.4m $55.4m 0.02% Reduced -289.0k -289,042
28 PRINCIPAL FINANCIAL GROUP INC 0.04% of their portfolio DES MOINES, IA 626,763626.8k $53.2m $53.2m 0.04% Added +83.0k +83,034
29 Mirae Asset Global Investments Co., Ltd. 0.13% of their portfolio SEOUL, M5 572,912572.9k $48.7m $48.7m 0.13% Reduced -18.3k -18,308
30 Robeco Schweiz AG 0.88% of their portfolio ZURICH, V8 568,674568.7k $48.3m $48.3m 0.88% Reduced -261.9k -261,898
31 Nuveen Asset Management, LLC 0.03% of their portfolio CHICAGO, IL 540,396540.4k $83.5m $83.5m 0.03% Reduced -17.0k -17,001
32 CITIGROUP INC 0.06% of their portfolio NEW YORK, NY 514,244514.2k $43.7m $43.7m 0.06% Reduced -70.8k -70,828
33 FEDERATED HERMES, INC. 0.12% of their portfolio PITTSBURGH, PA 506,648506.6k $43.0m $43.0m 0.12% Added +23.2k +23,152
34 STRS OHIO 0.19% of their portfolio COLUMBUS, OH 497,412497.4k $42.2m $42.2m 0.19% Reduced -47.2k -47,249
35 LOOMIS SAYLES & CO L P 0.08% of their portfolio BOSTON, MA 485,749485.7k $41.3m $41.3m 0.08% Reduced -149.8k -149,798
36 MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio NEW YORK, NY 475,503475.5k $40.4m $40.4m 0.04% Reduced -220.3k -220,344
37 WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio Boston, MA 472,730472.7k $40.1m $40.1m 0.01% Reduced -218.1k -218,104
38 RHUMBLINE ADVISERS 0.05% of their portfolio BOSTON, MA 403,964404.0k $34.3m $34.3m 0.05% Added +2.6k +2,557
39 JACOBS LEVY EQUITY MANAGEMENT, INC 0.23% of their portfolio FLORHAM PARK, NJ 401,955402.0k $34.1m $34.1m 0.23% Added +357.6k +357,647
40 MACQUARIE GROUP LTD 0.03% of their portfolio Sydney, NSW 2000, C3 347,893347.9k $29.5m $29.5m 0.03% Reduced -59.3k -59,345
41 Qube Research & Technologies Ltd 0.18% of their portfolio LONDON, X0 347,156347.2k $29.5m $29.5m 0.18% Added +92.6k +92,629
42 NEW YORK STATE COMMON RETIREMENT FUND 0.04% of their portfolio ALBANY, NY 342,193342.2k $29.1m $29.1m 0.04% Added +7.0k +7,029
43 California Public Employees Retirement System 0.02% of their portfolio Sacramento, CA 328,451328.5k $27.9m $27.9m 0.02% Added +7.4k +7,367
44 Retirement Systems of Alabama 0.12% of their portfolio MONTGOMERY, AL 323,341323.3k $27.5m $27.5m 0.12% Added +140.5k +140,514
45 HSBC HOLDINGS PLC 0.03% of their portfolio LONDON, X0 322,224322.2k $27.3m $27.3m 0.03% Added +34.0k +34,001
46 Swiss National Bank 0.02% of their portfolio ZURICH, V8 320,280320.3k $27.2m $27.2m 0.02% Added +2.6k +2,600
47 Findlay Park Partners LLP 0.27% of their portfolio LONDON, X0 291,885291.9k $24.8m $24.8m 0.27% New
48 VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio San Antonio, TX 263,218263.2k $22.4m $22.4m 0.03% Added +20.5k +20,512
49 Russell Investments Group, Ltd. 0.05% of their portfolio Seattle, WA 261,544261.5k $22.2m $22.2m 0.05% Added +191.8k +191,766
50 VOYA INVESTMENT MANAGEMENT LLC 0.03% of their portfolio ATLANTA, GA 261,340261.3k $22.2m $22.2m 0.03% Reduced -26.6k -26,556
51 RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio NEW YORK, NY 257,977258.0k $21.9m $21.9m 0.03% New
52 GREAT LAKES ADVISORS, LLC 0.13% of their portfolio CHICAGO, IL 257,713257.7k $2.2m $2.2m 0.13% Reduced -6.5k -6,498
53 Electron Capital Partners, LLC 0.96% of their portfolio NEW YORK, NY 253,945253.9k $21.6m $21.6m 0.96% Reduced -232.6k -232,643
54 ExodusPoint Capital Management, LP 0.32% of their portfolio NEW YORK, NY 241,088241.1k $20.5m $20.5m 0.32% New
55 Point72 Asset Management, L.P. 0.07% of their portfolio STAMFORD, CT 227,200227.2k $19.3m $19.3m 0.07% Reduced -180.5k -180,500
56 Legal & General Group Plc 0.01% of their portfolio London, X0 223,874223.9k $19.0m $19.0m 0.01% Added +5.1k +5,054
57 CITADEL ADVISORS LLC 0.02% of their portfolio MIAMI, FL 217,696217.7k $18.5m $18.5m 0.02% Added +213.4k +213,394
58 AMERICAN INTERNATIONAL GROUP, INC. 0.13% of their portfolio New York, NY 217,455217.5k $18.5m $18.5m 0.13% Reduced -2.9k -2,879
59 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 208,645208.6k $17.7m $17.7m 0.01% Reduced -7.9k -7,865
60 S&T Bank/PA 3.24% of their portfolio Indiana, PA 206,455206.5k $17.5m $17.5m 3.24% Reduced -5.6k -5,626
61 SEI INVESTMENTS CO 0.04% of their portfolio OAKS, PA 198,378198.4k $16.8m $16.8m 0.04% Reduced -29.5k -29,484
62 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 186,294186.3k $15.8m $15.8m 0.01% Reduced -2.4k -2,401
63 Man Group plc 0.06% of their portfolio LONDON, X0 185,887185.9k $15.8m $15.8m 0.06% Added +153.0k +153,003
64 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% of their portfolio FRANKFURT AM MAIN, 2M 182,570182.6k $15.5m $15.5m 0.03% Added +13.6k +13,618
65 Walleye Capital LLC 0.33% of their portfolio NEW YORK, NY 179,042179.0k $15.2m $15.2m 0.33% Reduced -128.9k -128,933
66 DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.18% of their portfolio CHICAGO, IL 172,400172.4k $14.6m $14.6m 0.18% Reduced -20.0k -20,000
67 Desjardins Global Asset Management Inc. 2.28% of their portfolio MONTREAL, A8 170,357170.4k $14.5m $14.5m 2.28% Reduced -159.4k -159,432
68 PRUDENTIAL FINANCIAL INC 0.02% of their portfolio NEWARK, NJ 170,290170.3k $14.5m $14.5m 0.02% Added +29.2k +29,166
69 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio WEST SACRAMENTO, CA 169,383169.4k $14.4m $14.4m 0.02% Added +711 +711
70 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.04% of their portfolio ALBANY, NY 169,002169.0k $14.4m $14.4m 0.04% Unchanged
71 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.03% of their portfolio TALLAHASSEE, FL 158,042158.0k $13.4m $13.4m 0.03% Reduced -6.2k -6,180
72 Driehaus Capital Management LLC 0.20% of their portfolio Chicago, IL 157,180157.2k $13.3m $13.3m 0.20% New
73 CREDIT SUISSE AG/ 0.01% of their portfolio ZURICH, V8 146,000146.0k $12.4m $12.4m 0.01% Added +31.8k +31,843
74 Schonfeld Strategic Advisors LLC 0.10% of their portfolio NEW YORK, NY 138,587138.6k $11.8m $11.8m 0.10% Added +59.2k +59,190
75 CANADA LIFE ASSURANCE Co 0.03% of their portfolio WINNIPEG, A2 135,837135.8k $11.6m $11.6m 0.03% Added +33.9k +33,886
76 State of Tennessee, Department of Treasury 0.05% of their portfolio NASHVILLE, TN 131,532131.5k $11.2m $11.2m 0.05% Unchanged
77 TWO SIGMA ADVISERS, LP 0.03% of their portfolio NEW YORK, NY 128,142128.1k $10.9m $10.9m 0.03% Added +36.6k +36,600
78 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 127,336127.3k $10.8m $10.8m 0.02% Added +64.5k +64,502
79 FRONTIER CAPITAL MANAGEMENT CO LLC 0.11% of their portfolio Boston, MA 119,554119.6k $10.2m $10.2m 0.11% Reduced -91.3k -91,307
80 CENTRAL BANK & TRUST CO 1.89% of their portfolio LEXINGTON, KY 118,061118.1k $10.0m $10.0m 1.89% Reduced -3.0k -3,036
81 AMALGAMATED BANK 0.09% of their portfolio NEW YORK, NY 117,636117.6k $10.0m $10.0m 0.09% Added +16.6k +16,607
82 Stanley Capital Management, LLC 3.14% of their portfolio HOUSTON, TX 116,400116.4k $9.9m $9.9m 3.14% Unchanged
83 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.12% of their portfolio New York, NY 114,724114.7k $9.7m $9.7m 0.12% Added +2.5k +2,522
84 TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio NEW YORK, NY 112,742112.7k $9.6m $9.6m 0.03% Reduced -1.9k -1,885
85 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 112,642112.6k $9.6m $9.6m 0.01% Reduced -453 -453
86 THORNBURG INVESTMENT MANAGEMENT INC 0.16% of their portfolio SANTA FE, NM 111,129111.1k $9.4m $9.4m 0.16% New
87 PFS INVESTMENTS INC. 0.17% of their portfolio DULUTH, GA 108,121108.1k $9.2m $9.2m 0.17% Reduced -2.8k -2,764
88 Vontobel Holding Ltd. 0.09% of their portfolio ZURICH, V8 106,843106.8k $9.1m $9.1m 0.09% Reduced -2.9k -2,923
89 Thematics Asset Management 0.52% of their portfolio PARIS, I0 100,174100.2k $8.5m $8.5m 0.52% First filing
90 LOS ANGELES CAPITAL MANAGEMENT LLC 0.04% of their portfolio LOS ANGELES, CA 98,51898.5k $8.4m $8.4m 0.04% New
91 HRT FINANCIAL LP 0.12% of their portfolio NEW YORK, NY 97,44997.4k $8.3m $8.3m 0.12% Reduced -35.7k -35,687
92 SANDLER CAPITAL MANAGEMENT 1.26% of their portfolio NEW YORK, NY 96,75296.8k $8.2m $8.2m 1.26% Reduced -30.7k -30,686
93 SCOPUS ASSET MANAGEMENT, L.P. 0.33% of their portfolio NEW YORK, NY 95,54595.5k $8.1m $8.1m 0.33% Reduced -143.6k -143,562
94 Knights of Columbus Asset Advisors LLC 0.84% of their portfolio NEW HAVEN, CT 95,04195.0k $8.1m $8.1m 0.84% Reduced -12.0k -11,960
95 TEXAS PERMANENT SCHOOL FUND CORP 0.12% of their portfolio AUSTIN, TX 93,88593.9k $8.0m $8.0m 0.12% Reduced -6.5k -6,550
96 BlueCrest Capital Management Ltd 0.95% of their portfolio ST HELIER, Y9 92,26492.3k $7.8m $7.8m 0.95% New
97 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 91,69891.7k $7.8m $7.8m 0.00% Added +4.8k +4,780
98 MetLife Investment Management, LLC 0.06% of their portfolio Whippany, NJ 88,08088.1k $7.5m $7.5m 0.06% Reduced -1.8k -1,774
99 Perigon Wealth Management, LLC 0.23% of their portfolio SAN FRANCISCO, CA 86,48286.5k $7.3m $7.3m 0.23% Added +51.2k +51,246
100 JOHN G ULLMAN & ASSOCIATES INC 1.16% of their portfolio CORNING, NY 85,34285.3k $7.2m $7.2m 1.16% Reduced -550 -550