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Mercury Insurance

Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
151
SEI Investments
Pennsylvania
$41K -$1.13K -21 -3%
IPC
152
Independent Portfolio Consultants
Florida
$37K +$15.3K +285 +65%
GWM
153
Gupta Wealth Management
California
$29K
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$24K +$21.1K +394 +480%
WOC
155
West Oak Capital
California
$24K
HDIM
156
Hanson & Doremus Investment Management
Vermont
$23K
BNP Paribas Financial Markets
157
BNP Paribas Financial Markets
France
$20.6K -$58.8K -1,098 -73%
WCBA
158
Weaver C. Barksdale & Associates
Tennessee
$19K +$268 +5 +1%
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$18K +$18.8K +350 New
EFSCE
160
Enterprise Financial Services Corp (EFSC)
Missouri
$17K
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$15K -$52K -971 -77%
CF
162
CenterStar Fund
Illinois
$15K
NFG
163
Next Financial Group
Texas
$15K
Creative Planning
164
Creative Planning
Kansas
$15K +$16.4K +306 New
CAW
165
Cornerstone Advisors (Washington)
Washington
$11K +$11.4K +213 New
FNBT
166
FineMark National Bank & Trust
Florida
$10K
W
167
Wealthfront
California
$7K
WCM
168
Windsor Capital Management
Arizona
$7K +$8.04K +150 New
VFA
169
Virtus Fund Advisers
Connecticut
$5K
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$5K +$1.82K +34 +52%
CCS
171
Crosspoint Capital Strategies
California
$4K +$4.66K +87 New
JFA
172
JNBA Financial Advisors
Minnesota
$3K
GAM
173
Gemmer Asset Management
California
$2K
VAM
174
Visium Asset Management
New York
-$1.07M -19,260 Closed
Natixis Advisors
175
Natixis Advisors
Massachusetts
-$563K -10,115 Closed