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Name Holding Trade Value Shares
Change
Change in
Stake
CI
501
Cigna Investments
Connecticut
$232K +$218K +8,078 New
MMA
502
Miracle Mile Advisors
California
$231K +$217K +8,038 New
Lido Advisors
503
Lido Advisors
California
$231K +$216K +8,025 New
GBT
504
Grove Bank & Trust
Florida
$230K +$216K +8,000 New
AIP
505
Ameritas Investment Partners
Nebraska
$228K
HNB
506
Huntington National Bank
Ohio
$225K +$350 +13 +0.2%
SAM
507
Smithbridge Asset Management
Pennsylvania
$222K +$208K +7,730 New
HIMC
508
Heritage Investors Management Corp
Maryland
$221K -$37.4K -1,386 -15%
HAIM
509
Hunter Associates Investment Management
Pennsylvania
$218K +$204K +7,576 New
SCA
510
Snowden Capital Advisors
New York
$217K +$204K +7,560 New
BL
511
Balentine LLC
Georgia
$215K +$202K +7,478 New
FMAEN1
512
Fund Management at Engine No 1
California
$212K +$198K +7,356 New
IAIM
513
International Assets Investment Management
Florida
$210K +$197K +7,297 New
Vontobel Holding
514
Vontobel Holding
Switzerland
$210K -$621K -23,044 -76%
Carson Wealth (CWM LLC)
515
Carson Wealth (CWM LLC)
Nebraska
$206K +$16.8K +622 +10%
BP
516
Ballentine Partners
Massachusetts
$205K +$192K +7,124 New
FW
517
FirstPurpose Wealth
Utah
$205K +$192K +7,122 New
QPWM
518
Quadrant Private Wealth Management
Pennsylvania
$204K +$191K +7,100 New
UH
519
Unigestion Holding
Switzerland
$203K +$190K +7,055 New
PFM
520
Patton Fund Management
Texas
$203K +$190K +7,044 New
HIIFS
521
Harel Insurance Investments & Financial Services
Israel
$203K +$191K +7,079 New
CA
522
Cetera Advisors
Colorado
$203K +$190K +7,043 New
SOAMC
523
Spirit of America Management Corp
New York
$201K +$80.9K +3,000 +75%
JIC
524
Joel Isaacson & Co
New York
$201K +$189K +7,000 New
OPS
525
Orion Portfolio Solutions
Nebraska
$201K +$188K +6,985 New