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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
451
Colony Group
Massachusetts
$503K +$489K +8,028 New
CCP
452
Corient Capital Partners
California
$490K +$87.8K +1,440 +23%
MSE
453
MUFG Securities EMEA
United Kingdom
$481K -$34.2M -560,749 -99%
IC
454
IEQ Capital
California
$474K +$271K +4,441 +142%
HFS
455
Hantz Financial Services
Michigan
$467K +$66.9K +1,098 +17%
AWS
456
Atria Wealth Solutions
New York
$466K +$454K +7,446 New
ED
457
Exane Derivatives
France
$464K +$25.6K +420 +6%
SP
458
Symmetry Partners
Connecticut
$461K – – –
A
459
Astrantus
Cyprus
$451K -$29.6K -485 -6%
EI
460
Ethic Inc
New York
$451K +$57.7K +947 +15%
KJHP
461
K.J. Harrison & Partners
Ontario, Canada
$438K +$427K +7,000 New
TPCW
462
TD Private Client Wealth
New York
$437K +$12.4K +203 +3%
GPA
463
Guerra Pan Advisors
New Jersey
$436K – – –
FFM
464
Forum Financial Management
Illinois
$433K -$4.27K -70 -1%
JG
465
Jefferies Group
New York
$432K -$4.77M -78,188 -92%
BP
466
Ballentine Partners
Massachusetts
$432K +$33.5K +550 +9%
CA
467
Cetera Advisors
Colorado
$430K +$419K +6,872 New
IRF
468
IBM Retirement Fund
New York
$423K -$17.7K -291 -4%
DC
469
Davenport & Co
Virginia
$403K +$26.9K +442 +7%
AIG
470
American International Group
New York
$400K -$3.29K -54 -0.8%
AA
471
ALPS Advisors
Colorado
$389K -$90.5K -1,484 -19%
SF
472
Symphony Financial
Texas
$388K – – –
UB
473
UMB Bank
Missouri
$384K +$16.3K +268 +5%
OIA
474
Optimum Investment Advisors
Illinois
$383K – – –
S
475
SignatureFD
Georgia
$382K +$73.7K +1,208 +25%
17 18
19
20 21