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SM Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
226
CFM Wealth Partners
Texas
$356K
MPM
227
Meritage Portfolio Management
Kansas
$349K +$26K +625 +7%
BHCM
228
Boulder Hill Capital Management
New York
$348K +$416K +10,000 New
SG Americas Securities
229
SG Americas Securities
New York
$347K -$214K -5,138 -34%
EF
230
Empirical Finance
Pennsylvania
$347K +$2.87K +69 +0.7%
AIP
231
Ameritas Investment Partners
Nebraska
$323K
VF
232
Virtu Financial
New York
$316K +$378K +9,084 New
CGH
233
Crossmark Global Holdings
Texas
$312K -$12.9K -310 -3%
API
234
Advisor Partners II
California
$310K -$28.2K -678 -7%
TSS
235
Two Sigma Securities
New York
$308K +$368K +8,839 New
OSAM
236
O'Shaughnessy Asset Management
Connecticut
$292K +$28.4K +684 +9%
LF
237
Lee Financial
Texas
$289K +$12.7K +305 +4%
SWS
238
SYSTM Wealth Solutions
Illinois
$286K +$342K +8,222 New
LPL Financial
239
LPL Financial
California
$283K +$2.2K +53 +0.7%
KI
240
Kula Investments
Illinois
$281K +$336K +8,071 New
Vanguard Personalized Indexing Management
241
Vanguard Personalized Indexing Management
California
$279K +$334K +8,024 New
LFAS
242
Level Four Advisory Services
Texas
$278K +$332K +7,976 New
RAM
243
Readystate Asset Management
Illinois
$276K +$329K +7,920 New
Neuberger Berman Group
244
Neuberger Berman Group
New York
$274K +$327K +7,869 New
MWA
245
Meridian Wealth Advisors
Texas
$269K
PA
246
Profund Advisors
Maryland
$268K -$31.7K -763 -9%
WSFS
247
Wilmington Savings Fund Society
Delaware
$268K -$143K -3,429 -31%
MLICM
248
Metropolitan Life Insurance Company (MetLife)
New York
$266K +$13.6K +326 +4%
Lazard Asset Management
249
Lazard Asset Management
New York
$265K
SCM
250
Shelton Capital Management
Colorado
$265K