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Name Holding Trade Value Shares
Change
Change in
Stake
PGH
101
Partners Group Holding
Switzerland
$256K +$284K +4,078 New
ED
102
Exane Derivatives
France
$232K +$257K +3,692 New
Commonwealth Equity Services
103
Commonwealth Equity Services
Massachusetts
$221K +$246K +3,532 New
Bank Julius Baer & Co
104
Bank Julius Baer & Co
Switzerland
$220K +$244K +3,502 New
BAM
105
Blueshift Asset Management
New Jersey
$216K +$240K +3,438 New
Stifel Financial
106
Stifel Financial
Missouri
$214K +$237K +3,405 New
WMP
107
Wealth Management Partners
Arizona
$212K +$212K +3,039 New
HSBC Holdings
108
HSBC Holdings
United Kingdom
$211K +$234K +3,354 New
EDRH
109
Edmond de Rothschild Holding
Switzerland
$146K +$162K +2,325 New
TRCT
110
Tower Research Capital (TRC)
New York
$143K +$159K +2,277 New
CG
111
Cutler Group
California
$139K -$92.1K -1,322 -37%
Legal & General Group
112
Legal & General Group
United Kingdom
$130K +$113K +1,625 +361%
HIA
113
Harbor Investment Advisory
Maryland
$129K +$143K +2,050 New
US Bancorp
114
US Bancorp
Minnesota
$124K +$137K +1,971 New
PHK
115
Point72 Hong Kong
Hong Kong
$110K -$338K -4,856 -74%
NFG
116
Next Financial Group
Texas
$101K +$105K +1,509 +1,509%
SPIA
117
Steward Partners Investment Advisory
New York
$97K +$108K +1,550 New
Osaic Holdings
118
Osaic Holdings
Arizona
$90K +$43.3K +621 +75%
FP
119
Financial Perspectives
Minnesota
$75.8K +$84.1K +1,207 New
Citigroup
120
Citigroup
New York
$64K +$71.2K +1,021 New
AFG
121
Albion Financial Group
Utah
$63K +$69.7K +1,000 New
MLICM
122
Metropolitan Life Insurance Company (MetLife)
New York
$55.6K +$61.7K +885 New
TFS
123
TrustCore Financial Services
Tennessee
$25K +$28.1K +403 New
EI
124
Ellevest Inc
New York
$24K +$26.6K +381 New
FDCDDQ
125
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.1K +$22.3K +320 New