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Tiptree Inc

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
Morgan Stanley
52
Morgan Stanley
New York
$1K -$383K -66,296 -100%
GWS
53
Glassman Wealth Services
Virginia
$1K +$422 +73 New
Squarepoint
54
Squarepoint
New York
– -$127K -25,248 Closed
Invesco
55
Invesco
Georgia
– -$95K -18,790 Closed
Martingale Asset Management
56
Martingale Asset Management
Massachusetts
– -$79K -15,715 Closed
Parametric Portfolio Associates
57
Parametric Portfolio Associates
Washington
– -$53K -10,625 Closed
STRS Ohio
58
STRS Ohio
Ohio
– -$30K -6,000 Closed
SIS
59
Sound Income Strategies
Florida
– -$9K -1,800 Closed
O'Shaughnessy Asset Management
60
O'Shaughnessy Asset Management
Connecticut
– -$4K -889 Closed