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United Bankshares

Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
176
Papamarkou Wellner Asset Management
New York
$961K
LCM
177
Legato Capital Management
California
$943K +$946K +22,759 New
UCFA
178
United Capital Financial Advisors
Texas
$934K +$1.16K +28 +0.1%
KAS
179
Kestra Advisory Services
Texas
$915K -$425K -10,227 -32%
BW
180
BIP Wealth
Georgia
$896K +$122K +2,937 +16%
KeyBank National Association
181
KeyBank National Association
Ohio
$893K +$106K +2,549 +13%
Pictet Asset Management
182
Pictet Asset Management
Switzerland
$886K +$54.2K +1,303 +6%
LTAS
183
Linden Thomas Advisory Services
North Carolina
$885K +$6.49K +156 +0.7%
Stifel Financial
184
Stifel Financial
Missouri
$882K -$125K -3,007 -12%
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$879K +$151K +3,625 +21%
Man Group
186
Man Group
United Kingdom
$860K +$337K +8,118 +64%
BJL
187
Brighton Jones LLC
Washington
$859K +$862K +20,744 New
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
$853K +$122K +2,945 +17%
SOADOR
189
State of Alaska Department of Revenue
Alaska
$831K
X
190
Xponance
Pennsylvania
$822K +$116K +2,783 +16%
Truist Financial
191
Truist Financial
North Carolina
$808K -$96.9K -2,331 -11%
TP
192
Tranquility Partners
Tennessee
$779K
US Bancorp
193
US Bancorp
Minnesota
$751K -$18.9K -455 -2%
SFA
194
Sequoia Financial Advisors
Ohio
$739K -$127K -3,066 -15%
Verition Fund Management
195
Verition Fund Management
Connecticut
$736K -$10.6M -253,871 -93%
FGP
196
Freestone Grove Partners
California
$735K +$738K +17,751 New
Mercer Global Advisors
197
Mercer Global Advisors
Colorado
$734K +$138K +3,323 +23%
SO
198
STRS Ohio
Ohio
$704K -$391K -9,400 -36%
Pathstone Holdings
199
Pathstone Holdings
New Jersey
$696K +$26.9K +648 +4%
Pacer Advisors
200
Pacer Advisors
Pennsylvania
$668K -$25.9K -624 -4%