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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
401
Geneos Wealth Management
Colorado
$191K
AAP
402
Arax Advisory Partners
Colorado
$166K +$38.3K +579 +29%
OSAM
403
O'Shaughnessy Asset Management
Connecticut
$166K +$170K +2,563 New
EWM
404
Evercore Wealth Management
New York
$146K
RIM
405
Rampart Investment Management
Connecticut
$130K +$104K +1,573 +358%
MME
406
Meag Munich Ergo
Germany
$128K -$2.31M -34,948 -95%
CBT
407
Capital Bank & Trust
California
$105K +$108K +1,626 New
RFA
408
Reilly Financial Advisors
California
$82K
AIM
409
Acrospire Investment Management
Illinois
$78K +$13.2K +200 +20%
HAM
410
Highstreet Asset Management
Ontario, Canada
$78K +$80.2K +1,211 New
CG
411
Cutler Group
California
$75K -$55.4K -837 -42%
SLF
412
Sun Life Financial
Ontario, Canada
$74K +$74.9K +1,131 +18,850%
PRS
413
Pinkerton Retirement Specialists
Idaho
$72K
Bessemer Group
414
Bessemer Group
New Jersey
$72K +$73.6K +1,111 New
OAM
415
Oppenheimer Asset Management
New York
$64K
IA
416
IFP Advisors
Florida
$61K -$26.5K -400 -30%
CFG
417
Citizens Financial Group
Rhode Island
$61K -$13.2K -200 -17%
MRCM
418
M&R Capital Management
New Jersey
$59K
SSB
419
Sandy Spring Bank
Maryland
$52K -$17.2K -260 -25%
NSIM
420
North Star Investment Management
Illinois
$52K +$53K +800 New
VIA
421
Virtus Investment Advisers
Connecticut
$49K +$1.06K +16 +2%
IR
422
Invictus RG
Bermuda
$48K -$361K -5,457 -88%
OIA
423
OneDigital Investment Advisors
Kansas
$46K +$47.1K +711 New
PAI
424
Pittenger & Anderson Inc
Nebraska
$42K -$89.4K -1,350 -68%
HHMI
425
Howard Hughes Medical Institute
Maryland
$42K +$43.2K +653 New