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Name Holding Trade Value Shares
Change
Change in
Stake
AB
126
Amalgamated Bank
New York
$508K +$428K +13,777 New
IF
127
Intrua Financial
Texas
$500K +$7.74K +249 +2%
HIIFS
128
Harel Insurance Investments & Financial Services
Israel
$480K +$124K +3,995 New
SA
129
Springowl Associates
New York
$479K +$404K +13,000 New
Vontobel Holding
130
Vontobel Holding
Switzerland
$465K +$44.4K +1,429 +13%
LSA
131
Leonteq Securities AG
Switzerland
$463K +$82.7K +2,661 +27%
SMH
132
Sanders Morris Harris
Texas
$461K +$388K +12,500 New
KOC
133
Koss-Olinger Consulting
Florida
$450K -$40.4K -1,300 -10%
BS
134
Boenning & Scattergood
Pennsylvania
$445K -$500K -16,090 -57%
CCA
135
Covey Capital Advisors
Georgia
$442K -$373K -12,000 Closed
1WA
136
180 Wealth Advisors
Washington
$436K -$27.8K -894 -7%
TRCT
137
Tower Research Capital (TRC)
New York
$435K +$251K +8,083 +217%
Legal & General Group
138
Legal & General Group
United Kingdom
$435K +$366K +11,791 New
Principal Financial Group
139
Principal Financial Group
Iowa
$430K +$363K +11,665 New
CG
140
Cutler Group
California
$418K -$182K -5,864 -34%
NA
141
NewEdge Advisors
Louisiana
$417K +$352K +11,311 New
HH
142
Hilltop Holdings
Texas
$416K +$351K +11,287 New
Zurich Cantonal Bank
143
Zurich Cantonal Bank
Switzerland
$409K +$345K +11,099 New
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$399K +$174K +5,587 +100%
EAM
145
Exos Asset Management
New York
$391K -$136K -4,363 -29%
F
146
F3Logic
Minnesota
$391K – – –
VSI
147
Verde Servicos Internacionais
Brazil
$391K – – –
Legacy Financial Group (Iowa)
148
Legacy Financial Group (Iowa)
Iowa
$385K +$325K +10,449 New
BBP
149
Banco BTG Pactual
Brazil
$380K +$320K +10,300 New
SEI Investments
150
SEI Investments
Pennsylvania
$380K +$323K +10,400 New