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MetLife
MET

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
701
Ellevest Inc
New York
$578K +$105K +1,580 +21%
AG
702
Algert Global
California
$577K +$608K +9,185 New
LIM
703
Leavell Investment Management
Alabama
$576K – – –
PWPS
704
Pinnacle Wealth Planning Services
Ohio
$574K +$62.8K +949 +12%
FTDI
705
First Trust Direct Indexing
Massachusetts
$572K -$28.1K -424 -4%
PIA
706
Pinion Investment Advisors
Kansas
$572K +$4.57K +69 +0.8%
HH
707
Hilltop Holdings
Texas
$565K +$3.24K +49 +0.5%
BCA
708
Bay Colony Advisors
Massachusetts
$563K -$1.99K -30 -0.3%
SW
709
SVB Wealth
Massachusetts
$558K +$66.5K +1,005 +13%
IAN
710
Integrated Advisors Network
Texas
$556K +$335K +5,054 +133%
FFG
711
Fortem Financial Group
California
$554K +$585K +8,831 New
CI
712
Cigna Investments
Connecticut
$552K -$234K -3,532 -29%
AIP
713
Ameritas Investment Partners
Nebraska
$546K -$19.9K -301 -3%
WJWM
714
Williams Jones Wealth Management
New York
$546K +$576K +8,697 New
BAM
715
Belpointe Asset Management
Nevada
$539K -$41.8K -631 -7%
TI
716
Tidal Investments
Wisconsin
$536K -$106K -1,604 -16%
GWCM
717
Godshalk Welsh Capital Management
Pennsylvania
$534K – – –
GAM
718
Gotham Asset Management
New York
$534K +$56.7K +857 +11%
BSW
719
Buckingham Strategic Wealth
Missouri
$533K +$91.1K +1,376 +19%
HI
720
Hendershot Investments
Virginia
$531K – – –
KOCAA
721
Knights of Columbus Asset Advisors
Connecticut
$530K -$11.6K -175 -2%
PTC
722
Private Trust Company
Ohio
$518K +$180K +2,721 +49%
9WM
723
9258 Wealth Management
Ohio
$511K -$16K -242 -3%
DPIM
724
Duff & Phelps Investment Management
Illinois
$510K – – –
TMAM
725
Tokio Marine Asset Management
Japan
$509K +$35.7K +539 +7%
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29
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