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Name Holding Trade Value Shares
Change
Change in
Stake
SW
501
SVB Wealth
Massachusetts
$2.57M -$231K -2,716 -8%
PWM
502
Perigon Wealth Management
California
$2.55M +$24.1K +284 +0.9%
LA
503
Lynch & Associates
Indiana
$2.53M +$398K +4,680 +18%
SFA
504
Sequoia Financial Advisors
Ohio
$2.52M -$7.17M -84,392 -74%
LJHT
505
Laurie J. Hall Trustee
$2.51M -$82.7K -973 -3%
TCM
506
Twin Capital Management
Pennsylvania
$2.5M -$112K -1,313 -4%
SFP
507
Sweet Financial Partners
Minnesota
$2.5M -$27.1K -319 -1%
RC
508
RBF Capital
California
$2.5M +$1.02M +11,960 +67%
WAM
509
WFA Asset Management
Wisconsin
$2.5M +$1.22M +14,349 +92%
PA
510
Pinnacle Associates
New York
$2.48M +$1.26M +14,829 +100%
SS
511
Simplicity Solutions
Minnesota
$2.48M -$208K -2,443 -8%
BTW
512
Boston Trust Walden
Massachusetts
$2.47M -$1.05M -12,327 -29%
IAA
513
Independent Advisor Alliance
North Carolina
$2.46M +$81K +953 +3%
MCM
514
MAI Capital Management
Ohio
$2.45M -$480K -5,656 -16%
RWA
515
Ropes Wealth Advisors
Massachusetts
$2.44M +$199K +2,341 +9%
SDIC
516
South Dakota Investment Council
South Dakota
$2.41M +$81.3K +957 +3%
MLICM
517
Metropolitan Life Insurance Company (MetLife)
New York
$2.41M -$59K -695 -2%
SFI
518
Siemens Fonds Invest
Germany
$2.41M -$35.5K -418 -1%
CANC
519
Culbertson A N & Co
Virginia
$2.4M -$121K -1,426 -5%
SMI
520
Shelter Mutual Insurance
Missouri
$2.4M
MCM
521
Mengis Capital Management
Oregon
$2.39M -$140K -1,650 -5%
RWM
522
Ritholtz Wealth Management
New York
$2.37M +$1.63M +19,233 +211%
N
523
Natixis
France
$2.36M -$4.54M -53,494 -66%
OC
524
Oppenheimer & Co
New York
$2.35M +$178K +2,094 +8%
Capstone Investment Advisors
525
Capstone Investment Advisors
New York
$2.35M +$826K +9,725 +53%