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Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
451
Rockefeller Capital Management
New York
$788K +$99.4K +2,170 +14%
RI
452
Ridgewood Investments
New Jersey
$788K -$9.21K -201 -1%
CFB
453
Cullen/Frost Bankers
Texas
$786K +$42.1K +918 +5%
IFWM
454
Institute for Wealth Management
Colorado
$785K -$8.71K -190 -1%
SCA
455
Snowden Capital Advisors
New York
$776K -$8.06K -176 -1%
GSWM
456
Greenup Street Wealth Management
Michigan
$762K +$786K +17,163 New
NMIMC
457
Northwestern Mutual Investment Management Company
Wisconsin
$757K +$2.29K +50 +0.3%
TC
458
TwinBeech Capital
New York
$755K -$22.4M -489,546 -97%
PIM
459
Platinum Investment Management
Australia
$755K -$260K -5,670 -25%
GL
460
GHE LLC
Tennessee
$749K -$2.79K -61 -0.4%
KeyBank National Association
461
KeyBank National Association
Ohio
$748K +$57.2K +1,249 +8%
EF
462
Empirical Finance
Pennsylvania
$744K +$18.1K +395 +2%
UH
463
Unigestion Holding
Switzerland
$736K -$1.81M -39,599 -70%
CA
464
Commerzbank Aktiengesellschaft
Germany
$735K -$137K -3,000 -15%
TWD
465
True Wealth Design
Ohio
$729K +$752K +16,421 +164,210%
SOW
466
State of Wyoming
Wyoming
$729K +$226K +4,942 +43%
CIM
467
CIM Investment Management
Pennsylvania
$719K +$36.3K +792 +5%
OTPPB
468
Ontario Teachers' Pension Plan Board
Ontario, Canada
$718K
HWAM
469
Hennion & Walsh Asset Management
New Jersey
$709K -$307K -6,694 -30%
JFG
470
Jefferies Financial Group
New York
$705K -$4.74M -103,463 -87%
CA
471
Continuum Advisory
Idaho
$699K -$8.98K -196 -1%
OBGC
472
O'Brien Greene & Co
Pennsylvania
$690K +$13.7K +300 +2%
NAM
473
NorthCrest Asset Manangement
Minnesota
$690K -$13K -284 -2%
GT
474
Greenleaf Trust
Michigan
$687K -$73K -1,593 -9%
AIM
475
Acropolis Investment Management
Missouri
$683K +$57.6K +1,257 +9%