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Mercury Insurance

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
276
AssetMark Inc
California
$933 +$295 +4 +57%
DPW
277
DiNuzzo Private Wealth
Pennsylvania
$928
SIC
278
SJS Investment Consulting
Ohio
$764
CT
279
Clearstead Trust
Maine
$679
RWM
280
Rialto Wealth Management
New York
$594 +$295 +4 +133%
BFS
281
Bare Financial Services
Pennsylvania
$593 +$517 +7 New
RA
282
Rise Advisors
New York
$593 +$517 +7 New
HIA
283
HFM Investment Advisors
New Jersey
$424
BHWM
284
Bay Harbor Wealth Management
Maryland
$423
AWM
285
Abound Wealth Management
Tennessee
$170
NMG
286
New Millennium Group
Utah
$170 +$148 +2 New
Northwestern Mutual Wealth Management
287
Northwestern Mutual Wealth Management
Wisconsin
$170 +$148 +2 New
GAM
288
Goldentree Asset Management
New York
-$10.9M -162,718 Closed
FGP
289
Freestone Grove Partners
California
-$6.71M -99,600 Closed
Hotchkis & Wiley Capital Management
290
Hotchkis & Wiley Capital Management
California
-$3.89M -57,780 Closed
CMF
291
Counterpoint Mutual Funds
California
-$2.69M -39,999 Closed
CCS
292
Concentric Capital Strategies
Connecticut
-$1.36M -20,225 Closed
ACM
293
Aquatic Capital Management
Illinois
-$1.16M -17,300 Closed
ICM
294
Islay Capital Management
Texas
-$1.06M -15,705 Closed
GCM
295
Graham Capital Management
Connecticut
-$804K -11,933 Closed
JAM
296
Jupiter Asset Management
United Kingdom
-$613K -9,104 Closed
BPC
297
Bryce Point Capital
New York
-$582K -8,640 Closed
XT
298
XTX Topco
Cayman Islands
-$456K -6,776 Closed
SC
299
SummitTX Capital
Texas
-$413K -6,133 Closed
FRM
300
Fox Run Management
Connecticut
-$350K -5,194 Closed