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Name Holding Trade Value Shares
Change
Change in
Stake
FMAEN1
551
Fund Management at Engine No 1
California
$244K -$1.07M -10,454 -79%
KeyBank National Association
552
KeyBank National Association
Ohio
$242K -$99.7K -977 -26%
SW
553
SteelPeak Wealth
California
$242K +$277K +2,718 New
MOS
554
MGO One Seven
Ohio
$241K -$59.1K -579 -18%
Carson Wealth (CWM LLC)
555
Carson Wealth (CWM LLC)
Nebraska
$238K +$82.5K +808 +43%
FFS
556
Founders Financial Securities
Maryland
$234K +$5.82K +57 +2%
CIM
557
CIM Investment Management
Pennsylvania
$232K -$1.23K -12 -0.5%
IFWM
558
Institute for Wealth Management
Colorado
$226K -$5K -49 -2%
RWA
559
Ropes Wealth Advisors
Massachusetts
$224K +$1.84K +18 +0.7%
SS
560
Simplicity Solutions
Minnesota
$221K +$253K +2,480 New
MIM
561
Marco Investment Management
Georgia
$220K – – –
BP
562
Ballentine Partners
Massachusetts
$220K +$252K +2,467 New
SP
563
Symmetry Partners
Connecticut
$217K -$88K -862 -26%
BL
564
Balentine LLC
Georgia
$217K -$84.6K -829 -25%
NCM
565
Neumann Capital Management
California
$216K – – –
MBT
566
Montecito Bank & Trust
California
$215K +$17.6K +172 +8%
ACM
567
AlphaCrest Capital Management
New York
$209K -$30.8K -302 -11%
SFA
568
Sequoia Financial Advisors
Ohio
$208K +$9.29K +91 +4%
ZCA
569
Zeke Capital Advisors
Pennsylvania
$207K +$237K +2,320 New
CI
570
Conning Inc
Connecticut
$205K -$408 -4 -0.2%
CFG
571
Cooper Financial Group
California
$205K +$235K +2,306 New
EFS
572
Essex Financial Services
Connecticut
$201K +$26.7K +262 +13%
UB
573
UMB Bank
Missouri
$182K +$2.35K +23 +1%
WWP
574
WR Wealth Planners
Missouri
$176K +$5K +49 +3%
APA
575
American Portfolios Advisors
New York
$176K -$38.2K -374 -16%