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Burke & Herbert Financial Services Corp

Name Holding Trade Value Shares
Change
Change in
Stake
SignatureFD
151
SignatureFD
Georgia
$1.82K – – –
TWD
152
True Wealth Design
Ohio
$1.5K -$129 -2 -8%
RFP
153
Root Financial Partners
California
$1.18K +$1.23K +19 New
PWPS
154
Pinnacle Wealth Planning Services
Ohio
$1.06K – – –
C
155
Covestor
United Kingdom
$1K -$905 -14 -47%
Nisa Investment Advisors
156
Nisa Investment Advisors
Missouri
$872 – – –
Rockefeller Capital Management
157
Rockefeller Capital Management
New York
$747 +$776 +12 New
MAI Capital Management
158
MAI Capital Management
Ohio
$250 -$259 -4 -50%
SS
159
Sunbelt Securities
Texas
$249 -$65 -1 -20%
Farther Finance Advisors
160
Farther Finance Advisors
California
$125 -$3.23K -50 -96%
Larson Financial Group
161
Larson Financial Group
Missouri
$125 +$129 +2 New
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$62 -$1.81K -28 -97%
TPWA
163
Twin Peaks Wealth Advisors
California
$62 +$65 +1 New
EC
164
EJF Capital
Virginia
– -$2.03M -32,618 Closed
Marshall Wace
165
Marshall Wace
United Kingdom
– -$2.02M -32,393 Closed
Teacher Retirement System of Texas
166
Teacher Retirement System of Texas
Texas
– -$696K -11,177 Closed
PCM
167
Passive Capital Management
Maryland
– -$543K -8,715 Closed
Verition Fund Management
168
Verition Fund Management
Connecticut
– -$500K -8,030 Closed
IEQ Capital
169
IEQ Capital
California
– -$492K -7,898 Closed
Beacon Pointe Advisors
170
Beacon Pointe Advisors
California
– -$362K -5,805 Closed
Brooklyn Investment Group
171
Brooklyn Investment Group
New York
– -$364K -5,796 Closed
Two Sigma Advisers
172
Two Sigma Advisers
New York
– -$344K -5,516 Closed
A
173
AlphaQuest
New York
– -$265K -4,254 Closed
Susquehanna Fundamental Investments
174
Susquehanna Fundamental Investments
Pennsylvania
– -$203K -3,260 Closed
Kestra Advisory Services
175
Kestra Advisory Services
Texas
– -$30.3K -487 Closed