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Name Holding Trade Value Shares
Change
Change in
Stake
CG
526
Caprock Group
Idaho
$262K +$2.61K +29 +1%
IAIM
527
Industrial Alliance Investment Management
Quebec, Canada
$258K +$253K +2,808 New
Verition Fund Management
528
Verition Fund Management
Connecticut
$256K -$42.2K -468 -14%
BPA
529
Beacon Pointe Advisors
California
$256K +$10.8K +120 +4%
DACG
530
Donor Advised Charitable Giving
California
$253K +$248K +2,750 New
HWA
531
Heritage Wealth Advisors
Virginia
$251K – – –
AssetMark Inc
532
AssetMark Inc
California
$251K +$220K +2,443 +848%
FMLI
533
Fukoku Mutual Life Insurance
Japan
$249K +$8.11K +90 +3%
CI
534
Conning Inc
Connecticut
$248K -$4.24K -47 -2%
AG
535
AIA Group
Hong Kong
$248K – – –
SIG
536
Sky Investment Group
Connecticut
$246K – – –
LP
537
LMR Partners
United Kingdom
$244K +$239K +2,648 New
FF
538
FourThought Financial
Florida
$243K -$30.5K -338 -11%
HFG
539
Heron Financial Group
New York
$242K – – –
MG
540
Mather Group
Illinois
$240K -$8.74K -97 -4%
HPWM
541
Highland Private Wealth Management
Washington
$240K +$236K +2,614 New
SOAMC
542
Spirit of America Management Corp
New York
$239K – – –
FHC
543
First Heartland Consultants
Missouri
$235K +$2.07K +23 +0.9%
JG
544
Jefferies Group
New York
$233K -$914K -10,140 -80%
Parallax Volatility Advisers
545
Parallax Volatility Advisers
California
$230K +$224K +2,484 +22,582%
BP
546
Ballentine Partners
Massachusetts
$230K +$225K +2,496 New
NA
547
NewEdge Advisors
Louisiana
$226K -$536K -5,952 -71%
BS
548
Banco Santander
Spain
$226K -$224K -2,483 -50%
CCP
549
Corient Capital Partners
California
$226K +$9.37K +104 +4%
WPW
550
Waldron Private Wealth
Pennsylvania
$226K +$9.91K +110 +5%