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Hagerty

Name Holding Trade Value Shares
Change
Change in
Stake
CC
51
Corton Capital
Ontario, Canada
$115K -$13.2K -1,612 -10%
Bank of America
52
Bank of America
North Carolina
$112K -$79.4K -9,722 -40%
GFG
53
Goldstone Financial Group
Illinois
$109K +$114K +13,950 New
D.E. Shaw & Co
54
D.E. Shaw & Co
New York
$106K +$111K +13,629 New
Comerica Bank
55
Comerica Bank
Texas
$75.5K -$4.9K -600 -6%
BTI
56
Blue Trust Inc
Georgia
$57K +$57K +6,978 New
Zurich Cantonal Bank
57
Zurich Cantonal Bank
Switzerland
$45.6K
SPIA
58
Steward Partners Investment Advisory
New York
$37.6K +$8.59K +1,052 +28%
Deutsche Bank
59
Deutsche Bank
Germany
$36.8K
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$25.7K
HNB
61
Huntington National Bank
Ohio
$24.2K
ASN
62
Advisory Services Network
Georgia
$20.9K +$21.8K +2,674 New
Wells Fargo
63
Wells Fargo
California
$12.6K -$10.7K -1,307 -45%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$10.3K +$10.8K +1,321 +66,050%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$10K -$8.98K -1,100 -46%
CFFP
66
Center for Financial Planning
Michigan
$9.95K
GKIM
67
GW&K Investment Management
Massachusetts
$8K +$1.63K +200 +24%
GWM
68
Geneos Wealth Management
Colorado
$7.8K +$8.16K +1,000 New
VAG
69
VisionPoint Advisory Group
Texas
$3.38K +$3.54K +434 New
CWM
70
Compass Wealth Management
Connecticut
$1.29K
CA
71
Centerpoint Advisors
Massachusetts
$1K
Simplex Trading
72
Simplex Trading
Illinois
$1K +$914 +112 +108%
EC
73
EntryPoint Capital
New York
$133 +$139 +17 New
WCAU
74
Working Capital Advisors (UK)
United Kingdom
-$8.05M -985,238 Closed
Jane Street
75
Jane Street
New York
-$190K -23,230 Closed