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SM Energy

Name Holding Trade Value Shares
Change
Change in
Stake
State of Wisconsin Investment Board
201
State of Wisconsin Investment Board
Wisconsin
$312K -$87.4K -2,800 -21%
EI
202
Ethic Inc
New York
$311K +$27.5K +881 +9%
CIBC Private Wealth Group
203
CIBC Private Wealth Group
Georgia
$307K +$326K +10,431 New
EI
204
Ellevest Inc
New York
$304K +$20.1K +644 +7%
Mitsubishi UFJ Trust & Banking
205
Mitsubishi UFJ Trust & Banking
Japan
$295K +$65.6K +2,100 +27%
CGH
206
Crossmark Global Holdings
Texas
$287K -$188K -6,030 -38%
KAS
207
Kestra Advisory Services
Texas
$286K +$303K +9,698 New
PP
208
PDT Partners
New York
$277K +$294K +9,412 New
AIP
209
Ameritas Investment Partners
Nebraska
$274K
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$272K +$34K +1,090 +13%
IIM
211
Ironwood Investment Management
Massachusetts
$265K
Luther King Capital Management (LKCM)
212
Luther King Capital Management (LKCM)
Texas
$260K
II
213
Inspire Investing
Idaho
$249K -$39.1K -1,253 -13%
MPM
214
Meritage Portfolio Management
Kansas
$248K +$263K +8,410 New
EVM
215
Eaton Vance Management
Massachusetts
$237K +$54.7K +1,751 +28%
LF
216
Lee Financial
Texas
$236K
AP
217
Advisor Partners
California
$235K +$249K +7,969 New
MWA
218
Meridian Wealth Advisors
Texas
$228K
Cetera Investment Advisers
219
Cetera Investment Advisers
Illinois
$227K +$187 +6 +0.1%
JF
220
Jump Financial
Illinois
$224K +$238K +7,615 New
PAMS
221
Pictet Asset Management (Switzerland)
Switzerland
$221K +$234K +7,506 New
Public Employees Retirement Association of Colorado
222
Public Employees Retirement Association of Colorado
Colorado
$220K
CIP
223
Cornerstone Investment Partners
Georgia
$214K +$227K +7,275 New
AAM
224
Auxier Asset Management
Oregon
$213K +$226K +7,240 New
SCM
225
Shelton Capital Management
Colorado
$207K +$220K +7,033 New