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Name Holding Trade Value Shares
Change
Change in
Stake
DACG
526
Donor Advised Charitable Giving
California
$253K +$248K +2,750 New
HWA
527
Heritage Wealth Advisors
Virginia
$251K
AssetMark Inc
528
AssetMark Inc
California
$251K +$220K +2,443 +848%
FMLI
529
Fukoku Mutual Life Insurance
Japan
$249K +$8.11K +90 +3%
CI
530
Conning Inc
Connecticut
$248K -$4.24K -47 -2%
AG
531
AIA Group
Hong Kong
$248K
SIG
532
Sky Investment Group
Connecticut
$246K
LP
533
LMR Partners
United Kingdom
$244K +$239K +2,648 New
FF
534
FourThought Financial
Florida
$243K -$30.5K -338 -11%
HFG
535
Heron Financial Group
New York
$242K
MG
536
Mather Group
Illinois
$240K -$8.74K -97 -4%
HPWM
537
Highland Private Wealth Management
Washington
$240K +$236K +2,614 New
SOAMC
538
Spirit of America Management Corp
New York
$239K
JG
539
Jefferies Group
New York
$233K -$914K -10,140 -80%
Parallax Volatility Advisers
540
Parallax Volatility Advisers
California
$230K +$224K +2,484 +22,582%
BP
541
Ballentine Partners
Massachusetts
$230K +$225K +2,496 New
NA
542
NewEdge Advisors
Louisiana
$226K -$536K -5,952 -71%
BS
543
Banco Santander
Spain
$226K -$224K -2,483 -50%
CCP
544
Corient Capital Partners
California
$226K +$9.37K +104 +4%
WPW
545
Waldron Private Wealth
Pennsylvania
$226K +$9.91K +110 +5%
AWM
546
Affinity Wealth Management
Delaware
$225K +$220K +2,446 New
BBA
547
Braun-Bostich & Associates
Pennsylvania
$225K +$220K +2,446 New
ETC
548
Exchange Traded Concepts
Oklahoma
$224K -$363K -4,024 -62%
CFG
549
Citizens Financial Group
Rhode Island
$223K -$3.69K -41 -2%
ML
550
McAdam LLC
Pennsylvania
$218K +$2.25K +25 +1%