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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
601
Plante Moran Financial Advisors
Michigan
$276K +$275K +1,112 New
Bank Julius Baer & Co
602
Bank Julius Baer & Co
Switzerland
$274K -$28.4K -115 -9%
1WA
603
180 Wealth Advisors
Washington
$273K -$15.6K -63 -5%
GG
604
Golden Green
South Carolina
$271K -$194K -787 -42%
TPCM
605
Three Peaks Capital Management
Colorado
$271K -$22K -89 -8%
MIFH
606
Migdal Insurance & Financial Holdings
Israel
$267K -$35.8K -145 -12%
HSA
607
HBK Sorce Advisory
Pennsylvania
$266K +$24.7K +100 +10%
MYLI
608
Meiji Yasuda Life Insurance
Japan
$263K -$183K -740 -41%
UH
609
Unigestion Holding
Switzerland
$261K -$587K -2,376 -69%
BO
610
BRR OpCo
Ohio
$261K – – –
FCA
611
FinTrust Capital Advisors
South Carolina
$261K +$247K +1,000 +2,000%
HNB
612
Huntington National Bank
Ohio
$259K +$12.1K +49 +5%
JCM
613
Jag Capital Management
Missouri
$257K +$255K +1,034 New
FC
614
Financial Consulate
Maryland
$255K – – –
JG
615
Jefferies Group
New York
$254K -$9.8M -39,650 -97%
SFS
616
Sowell Financial Services
Arkansas
$253K -$240K -972 -47%
SWP
617
Stratos Wealth Partners
Ohio
$252K -$2.96K -12 -1%
HI
618
Horizon Investments
North Carolina
$252K +$250K +1,013 New
FFS
619
Founders Financial Securities
Maryland
$251K +$249K +1,009 New
RG
620
Rathbones Group
United Kingdom
$248K – – –
SWA
621
SOA Wealth Advisors
New York
$248K – – –
WJWM
622
Williams Jones Wealth Management
New York
$248K – – –
BCM
623
Bienville Capital Management
New York
$248K +$247K +1,000 New
GWM
624
GSB Wealth Management
Connecticut
$248K +$247K +1,000 New
ETC
625
Exchange Traded Concepts
Oklahoma
$247K -$19K -77 -7%