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Name Holding Trade Value Shares
Change
Change in
Stake
FIG
401
Fusion Investment Group
Pennsylvania
$197K +$51.6K +992 +33%
FMP
402
Financial Management Professionals
Texas
$196K
TFA
403
Transamerica Financial Advisors
Florida
$169K +$7.54K +145 +4%
W
404
Wealthfront
California
$169K +$19.5K +376 +12%
CLOS
405
Compagnie Lombard Odier SCmA
Switzerland
$165K +$123K +2,368 +237%
RFA
406
Reilly Financial Advisors
California
$158K
IRS
407
Invictus RG (Singapore)
Singapore
$158K +$151K +2,911 +970%
PAIA
408
Park Avenue Institutional Advisers
New York
$158K +$167K +3,213 New
FMLI
409
Fukoku Mutual Life Insurance
Japan
$157K
SC
410
SRB Corp
Massachusetts
$136K -$15.3K -295 -10%
NCMG
411
NCM Capital Management Group
North Carolina
$125K
MSFP
412
Mark Sheptoff Financial Planning
Connecticut
$123K
HIM
413
Hillsdale Investment Management
Ontario, Canada
$108K +$10.4K +200 +10%
KLWA
414
Kelly Lawrence W & Associates
California
$108K +$93.6K +1,800 +450%
AGM
415
Alpine Global Management
New York
$106K +$113K +2,168 New
GLI
416
Guardian Life Insurance
New York
$103K +$1.04K +20 +1%
EWM
417
Edge Wealth Management
New York
$99K
SSB
418
Sandy Spring Bank
Maryland
$97K
HNB
419
Huntington National Bank
Ohio
$95K +$13.7K +263 +16%
SDIC
420
South Dakota Investment Council
South Dakota
$93K
WEC
421
Winslow Evans & Crocker
Massachusetts
$90.2K
Bessemer Group
422
Bessemer Group
New Jersey
$90K +$1.77K +34 +2%
MFS
423
MSI Financial Services
Massachusetts
$87K -$55.2K -1,062 -38%
FFC
424
First Financial Corp
Indiana
$85K +$5.98K +115 +7%
CCS
425
Crosspoint Capital Strategies
California
$83K +$54.6K +1,050 +162%