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Name Holding Trade Value Shares
Change
Change in
Stake
OC
251
Oppenheimer & Close
New York
$199K
QTM
252
qPULA Trading Management
New York
$196K +$181K +11,775 New
American Century Companies
253
American Century Companies
Missouri
$194K
CC
254
Courier Capital
New York
$193K
PFO
255
Pathstone Family Office
New Jersey
$192K +$6.45K +420 +4%
Northwestern Mutual Wealth Management
256
Northwestern Mutual Wealth Management
Wisconsin
$188K +$53.6K +3,491 +45%
VOYA Investment Management
257
VOYA Investment Management
Georgia
$183K -$14.4K -934 -8%
MIFH
258
Migdal Insurance & Financial Holdings
Israel
$182K
JI
259
Jeereddi Investments
California
$174K
GC
260
Guggenheim Capital
Illinois
$174K +$161K +10,471 New
JWM
261
JGP Wealth Management
Oregon
$166K +$154K +10,000 New
SPIA
262
Steward Partners Investment Advisory
New York
$149K +$94.7K +6,165 +218%
RIM
263
Rockbridge Investment Management
New York
$104K +$5.22K +340 +6%
GIBU
264
Gulf International Bank (UK)
United Kingdom
$99K -$18.4K -1,200 -17%
RE
265
RBC Europe
United Kingdom
$85K +$18.6K +1,210 +31%
HI
266
Harbour Investments
Wisconsin
$85K +$79.1K +5,147 New
RWG
267
Regal Wealth Group
California
$73K
1832 Asset Management
268
1832 Asset Management
Ontario, Canada
$61K +$23K +1,500 +68%
BWP
269
Baldwin Wealth Partners
Massachusetts
$58K
TCWM
270
Total Clarity Wealth Management
Illinois
$58K +$53.8K +3,500 New
QCG
271
Quadrant Capital Group
Ohio
$56K +$6.04K +393 +13%
PA
272
Parallel Advisors
California
$54K +$476 +31 +1%
JWA
273
JFS Wealth Advisors
Pennsylvania
$52K -$38K -2,476 -44%
Credit Agricole
274
Credit Agricole
France
$52K
SAM
275
S.A. Mason
Michigan
$47K +$30K +1,950 +222%