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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
201
Shell Asset Management
Netherlands
$1.15M -$155K -563 -13%
EFS
202
Essex Financial Services
Connecticut
$1.13M +$24K +87 +2%
AG
203
Algert Global
California
$1.12M +$1.02M +3,706 New
WT
204
Whittier Trust
California
$1.08M +$2.48K +9 +0.3%
WG
205
Winton Group
United Kingdom
$1.06M -$978K -3,542 -50%
DBRC
206
D.B. Root & Company
Pennsylvania
$1.05M +$16K +58 +2%
AFWM
207
AMJ Financial Wealth Management
Virginia
$995K
BCM
208
Beddow Capital Management
Wyoming
$972K
Stifel Financial
209
Stifel Financial
Missouri
$911K +$3.87K +14 +0.5%
Public Employees Retirement Association of Colorado
210
Public Employees Retirement Association of Colorado
Colorado
$895K -$89.7K -325 -10%
GIA
211
Guyasuta Investment Advisors
Pennsylvania
$866K
VF
212
Virtu Financial
New York
$842K +$772K +2,795 New
ZB
213
Zions Bancorporation
Utah
$832K +$207K +751 +37%
Los Angeles Capital Management
214
Los Angeles Capital Management
California
$825K +$14.1K +51 +2%
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$818K +$213K +772 +40%
GC
216
Globeflex Capital
California
$816K
Vanguard Personalized Indexing Management
217
Vanguard Personalized Indexing Management
California
$811K +$417K +1,511 +128%
BF
218
BOK Financial
Oklahoma
$791K +$724K +2,624 New
Prudential Financial
219
Prudential Financial
New Jersey
$771K -$382K -1,384 -35%
X
220
Xponance
Pennsylvania
$771K -$11.3K -41 -2%
GC
221
Guggenheim Capital
Illinois
$758K +$48.3K +175 +7%
DY
222
Dowling & Yahnke
California
$738K
Bank of Montreal
223
Bank of Montreal
Ontario, Canada
$722K -$8.71M -31,549 -93%
OLA
224
Oliver Luxxe Assets
New Jersey
$718K +$658K +2,383 New
Acadian Asset Management
225
Acadian Asset Management
Massachusetts
$715K