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Name Holding Trade Value Shares
Change
Change in
Stake
LFM
551
Lumina Fund Management
New York
$819K
CPO
552
Cerity Partners OCIO
New York
$815K +$83.4K +532 +11%
Bessemer Group
553
Bessemer Group
New Jersey
$813K +$60.3K +385 +8%
PCM
554
Parsons Capital Management
Rhode Island
$805K -$250K -1,598 -24%
SF
555
Synovus Financial
Georgia
$797K +$76.3K +487 +11%
WTC
556
WhitTier Trust Company
Nevada
$792K +$627 +4 +0.1%
MRCM
557
M&R Capital Management
New Jersey
$789K -$20.2K -129 -3%
DY
558
Dowling & Yahnke
California
$788K -$87K -555 -10%
DWA
559
Douglass Winthrop Advisors
New York
$781K
PLFAM
560
Pineno Levin & Ford Asset Management
Virginia
$780K
WG
561
Winton Group
United Kingdom
$771K -$32.4M -207,067 -98%
AAIM
562
American Assets Investment Management
California
$767K
WS
563
Wedbush Securities
California
$766K -$80.2K -512 -10%
Federated Hermes
564
Federated Hermes
Pennsylvania
$763K -$1.78M -11,345 -70%
ESB
565
Essex Savings Bank
Connecticut
$761K +$248K +1,581 +49%
NAM
566
North American Management
Massachusetts
$755K -$14.7K -94 -2%
EFS
567
Essex Financial Services
Connecticut
$751K -$147K -938 -16%
Mercer Global Advisors
568
Mercer Global Advisors
Colorado
$749K -$394K -2,514 -35%
BAC
569
Boys Arnold & Co
North Carolina
$748K -$45.6K -291 -6%
RCM
570
Radnor Capital Management
Pennsylvania
$744K
ACM
571
Argent Capital Management
Missouri
$741K +$2.35K +15 +0.3%
MYIA
572
Mount Yale Investment Advisors
Colorado
$736K +$160K +1,024 +30%
WCA
573
Windsor Creek Advisors
Vermont
$725K -$1.88M -11,993 -72%
MIP
574
Marietta Investment Partners
Wisconsin
$725K
MMG
575
Monetary Management Group
Missouri
$720K -$71.1K -454 -9%