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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
351
Atticus Wealth Management
Florida
$227K +$150K +4,816 +163%
BSW
352
Buckingham Strategic Wealth
Missouri
$226K -$43.6K -1,403 -15%
JWS
353
Juncture Wealth Strategies
Arizona
$223K +$237K +7,647 New
RIA
354
Regal Investment Advisors
Michigan
$221K -$5.99K -193 -2%
LCS
355
Levin Capital Strategies
New York
$218K -$217K -7,000 -48%
WAS
356
Wealth Advisory Solutions
Indiana
$215K +$228K +7,357 New
MFA
357
Mayflower Financial Advisors
Massachusetts
$214K -$1.55K -50 -0.7%
BA
358
Bridgewater Associates
Connecticut
$214K +$227K +7,324 New
TPA
359
Trivium Point Advisory
Connecticut
$213K – – –
HR
360
Hayden Royal
North Carolina
$212K -$33.3K -1,072 -13%
RIM
361
Redpoint Investment Management
Australia
$204K – – –
SCA
362
Stonebridge Capital Advisors
Minnesota
$202K – – –
EDRH
363
Edmond de Rothschild Holding
Switzerland
$193K +$12.4K +399 +6%
NICM
364
Neo Ivy Capital Management
New York
$175K -$237K -7,645 -49%
AII
365
AGF Investments Inc
Ontario, Canada
$175K -$24.5K -790 -12%
AIG
366
American International Group
New York
$175K -$14.2K -456 -7%
HIIFS
367
Harel Insurance Investments & Financial Services
Israel
$154K -$4.81K -155 -3%
IA
368
IndexIQ Advisors
New York
$152K +$7.08K +228 +5%
CTC
369
Central Trust Company
Missouri
$147K -$6.83K -220 -4%
GKWIM
370
Gerber Kawasaki Wealth & Investment Management
California
$147K +$157K +5,059 New
JG
371
Jefferies Group
New York
$146K -$13M -418,100 -99%
DZ Bank
372
DZ Bank
Germany
$146K – – –
PNC Financial Services Group
373
PNC Financial Services Group
Pennsylvania
$145K -$93 -3 -0.1%
CLOS
374
Compagnie Lombard Odier SCmA
Switzerland
$143K – – –
VI
375
Vestcor Inc
New Brunswick, Canada
$137K -$18.5K -595 -11%