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Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
501
Northwestern Mutual Wealth Management
Wisconsin
$107K +$73.8K +6,790 +187%
ARMT
502
Amica Retiree Medical Trust
Rhode Island
$94K
WAM
503
Wealthspire Advisors (Maryland)
Maryland
$91K +$9.35K +860 +11%
MIFH
504
Migdal Insurance & Financial Holdings
Israel
$89K +$14.4K +1,320 +18%
CG
505
Cutler Group
California
$87K +$92.3K +8,490 New
S
506
SignatureFD
Georgia
$84K +$38.9K +3,580 +77%
PCTC
507
Perkins Coie Trust Company
Washington
$82K
BWM
508
BerganKDV Wealth Management
Minnesota
$82K +$87K +8,000 New
IA
509
IFP Advisors
Florida
$81K +$25.8K +2,370 +43%
WAS
510
Winch Advisory Services
Wisconsin
$75K
APA
511
American Portfolios Advisors
New York
$74.7K -$22.5K -2,070 -22%
RE
512
RBC Europe
United Kingdom
$73.3K -$9.24K -850 -11%
RCAG
513
Rehmann Capital Advisory Group
Michigan
$71.9K -$326 -30 -0.4%
EDRH
514
Edmond de Rothschild Holding
Switzerland
$67K
TCOV
515
Trust Company of Vermont
Vermont
$67K +$16.5K +1,520 +31%
RFC
516
Regions Financial Corp
Alabama
$63K +$66.3K +6,100 New
Bessemer Group
517
Bessemer Group
New Jersey
$55K
Parallax Volatility Advisers
518
Parallax Volatility Advisers
California
$54K +$3.81K +350 +7%
Acadian Asset Management
519
Acadian Asset Management
Massachusetts
$53K -$467K -42,980 -89%
NO
520
Ninety One
South Africa
$48K +$6.63K +610 +15%
WT
521
Whittier Trust
California
$46K -$7.72K -710 -14%
HCM
522
Hilton Capital Management
New York
$46K +$48.4K +4,450 New
GLI
523
Guardian Life Insurance
New York
$44K +$7.83K +720 +20%
SLF
524
Sun Life Financial
Ontario, Canada
$43K +$37.5K +3,450 +442%
WOC
525
West Oak Capital
California
$41K