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Name Holding Trade Value Shares
Change
Change in
Stake
SW
351
SVB Wealth
Massachusetts
$1.43M -$147K -4,784 -8%
BE
352
Bonness Enterprises
District of Columbia
$1.42M – – –
PFO
353
Pathstone Family Office
New Jersey
$1.4M +$192K +6,237 +14%
ISL
354
Ingalls & Snyder LLC
New York
$1.38M +$815K +26,540 +92%
WIM
355
WealthPlan Investment Management
Nebraska
$1.36M +$1.51M +49,060 New
IPW
356
Inlet Private Wealth
Florida
$1.36M +$33.8K +1,100 +2%
NMERB
357
New Mexico Educational Retirement Board
New Mexico
$1.34M -$187K -6,100 -10%
HIIFS
358
Harel Insurance Investments & Financial Services
Israel
$1.34M -$2.51M -81,779 -60%
AIL
359
AGF Investments LLC
Ontario, Canada
$1.34M +$775K +25,245 +88%
MLICM
360
Metropolitan Life Insurance Company (MetLife)
New York
$1.33M -$280K -9,120 -15%
SAI
361
Systematic Alpha Investments
New Jersey
$1.32M -$307K -10,000 -16%
AUB
362
Atlantic Union Bankshares
Virginia
$1.32M – – –
ZCM
363
Ziegler Capital Management
Illinois
$1.3M -$121K -3,948 -7%
Cerity Partners
364
Cerity Partners
New York
$1.3M -$91.6K -2,984 -5%
CANY
365
Caxton Associates (New York)
New York
$1.28M +$1.57M +51,210 New
UB
366
UMB Bank
Missouri
$1.27M -$10.7M -348,355 -87%
Wealth Enhancement Advisory Services
367
Wealth Enhancement Advisory Services
Minnesota
$1.27M -$3.88M -126,438 -71%
RIM
368
Redwood Investment Management
Arizona
$1.25M -$3.84M -125,023 -71%
EAM
369
Erste Asset Management
Austria
$1.25M – – –
UCFA
370
United Capital Financial Advisors
Texas
$1.25M -$475K -15,475 -24%
Thrivent Financial for Lutherans
371
Thrivent Financial for Lutherans
Minnesota
$1.25M -$194K -6,322 -11%
JWBC
372
John W. Bristol & Co
New York
$1.25M – – –
CC
373
Cypress Capital
Tennessee
$1.24M -$111K -3,620 -7%
CCM
374
Covington Capital Management
California
$1.23M +$21.1K +686 +1%
RWM
375
Ritholtz Wealth Management
New York
$1.23M -$734K -23,891 -33%