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Name Holding Trade Value Shares
Change
Change in
Stake
ANTB
101
AMG National Trust Bank
Colorado
$802K
MIM
102
MetLife Investment Management
New Jersey
$778K +$77.5K +1,758 +13%
Mackenzie Financial
103
Mackenzie Financial
Ontario, Canada
$736K +$39.7K +900 +7%
AG
104
Aperio Group
California
$731K -$12.2K -277 -2%
WG
105
Winton Group
United Kingdom
$717K -$508K -11,518 -45%
IA
106
IFP Advisors
Florida
$703K +$616K +13,991 New
Principal Financial Group
107
Principal Financial Group
Iowa
$667K +$228K +5,177 +64%
Squarepoint
108
Squarepoint
New York
$657K +$3.61K +82 +0.6%
UBS AM
109
UBS AM
Illinois
$647K +$269K +6,100 +90%
VOYA Investment Management
110
VOYA Investment Management
Georgia
$646K -$13.1K -297 -2%
LPL Financial
111
LPL Financial
California
$626K +$31.2K +707 +6%
HSBC Holdings
112
HSBC Holdings
United Kingdom
$621K +$544K +12,355 New
BC
113
Birchview Capital
Vermont
$603K -$264K -6,000 -33%
Bank of America
114
Bank of America
North Carolina
$550K -$333K -7,561 -41%
MLICM
115
Metropolitan Life Insurance Company (MetLife)
New York
$549K +$69.6K +1,579 +17%
SPC
116
Sigma Planning Corp
Michigan
$476K +$417K +9,465 New
Commonwealth Equity Services
117
Commonwealth Equity Services
Massachusetts
$472K -$121K -2,740 -23%
BFS
118
Bradley Foster & Sargent
Connecticut
$427K -$1.05M -23,780 -74%
Stifel Financial
119
Stifel Financial
Missouri
$421K +$368K +8,354 New
JP Morgan Chase
120
JP Morgan Chase
New York
$415K +$114K +2,590 +46%
USAA
121
United Services Automobile Association
Texas
$410K +$47.9K +1,087 +15%
MC
122
Menta Capital
California
$399K -$1.11M -25,220 -76%
AG
123
Advisor Group
Arizona
$389K +$321K +7,285 +1,573%
FANJ
124
Financial Architects (New Jersey)
New Jersey
$371K +$74.3K +1,686 +30%
MIH
125
Meitav Investment House
Israel
$332K +$284K +6,450 New