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Hagerty

Name Holding Trade Value Shares
Change
Change in
Stake
OAM
26
Oppenheimer Asset Management
New York
$411K +$5.32K +470 +1%
OQS
27
Occudo Quantitative Strategies
Florida
$367K +$182K +16,050 +65%
Goldman Sachs
28
Goldman Sachs
New York
$346K +$243K +21,520 +126%
BMSSC
29
B. Metzler seel. Sohn & Co
Germany
$325K
SSA
30
Schonfeld Strategic Advisors
New York
$271K +$134K +11,800 +64%
California State Teachers Retirement System (CalSTRS)
31
California State Teachers Retirement System (CalSTRS)
California
$191K +$1.46K +129 +0.6%
UBS AM
32
UBS AM
Illinois
$187K
CS
33
Credit Suisse
Switzerland
$148K +$57 +5 +0%
NA
34
NewEdge Advisors
Louisiana
$145K
Bank of New York Mellon
35
Bank of New York Mellon
New York
$142K +$179K +15,839 New
CI
36
CAZ Investments
Texas
$135K
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$125K +$21.8K +1,927 +16%
JP Morgan Chase
38
JP Morgan Chase
New York
$106K +$16.3K +1,445 +14%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$97K +$122K +10,766 New
TRCT
40
Tower Research Capital (TRC)
New York
$88K +$111K +9,775 New
Legal & General Group
41
Legal & General Group
United Kingdom
$56K
CPFP
42
Clear Perspectives Financial Planning
Ohio
$54K
Wells Fargo
43
Wells Fargo
California
$31K -$9.14K -808 -19%
HNB
44
Huntington National Bank
Ohio
$28K
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$22K
First Manhattan
46
First Manhattan
New York
$22K +$28.3K +2,500 New
Bank of America
47
Bank of America
North Carolina
$19K -$13.9K -1,233 -35%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$18K
Osaic Holdings
49
Osaic Holdings
Arizona
$17K -$1.13K -100 -5%
CFFP
50
Center for Financial Planning
Michigan
$11K