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Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
401
MassMutual Private Wealth & Trust
Connecticut
$586K +$567K +4,069 +4,787%
FCH
402
Freestone Capital Holdings
Washington
$586K +$354K +2,542 +158%
SIS
403
Strategic Investment Solutions
Illinois
$581K +$574K +4,118 New
EOJOAM
404
E. Ohman J:or Asset Management
Sweden
$572K – – –
MWC
405
MBM Wealth Consultants
Missouri
$572K +$151K +1,080 +36%
EAM
406
Eventide Asset Management
Massachusetts
$565K +$143K +1,024 +33%
RC
407
RBF Capital
California
$565K +$558K +4,000 New
VT
408
Vise Technologies
New York
$560K +$143K +1,024 +35%
Renaissance Technologies
409
Renaissance Technologies
New York
$550K -$31.6M -226,560 -98%
EWM
410
Empirical Wealth Management
Washington
$549K +$100K +717 +23%
KF
411
Krilogy Financial
Missouri
$549K -$193K -1,381 -26%
JFG
412
Jefferies Financial Group
New York
$544K +$189K +1,354 +54%
Mariner
413
Mariner
Kansas
$542K -$13K -93 -2%
MFG
414
Merit Financial Group
Georgia
$541K +$92.2K +661 +21%
OAM
415
Ostrum Asset Management
France
$539K – – –
FRM
416
Fox Run Management
Connecticut
$535K +$529K +3,792 New
BRWA
417
B. Riley Wealth Advisors
Florida
$535K +$542K +3,887 New
M&T Bank
418
M&T Bank
New York
$534K +$114K +817 +27%
AWM
419
Apollon Wealth Management
South Carolina
$532K +$50.8K +364 +11%
B
420
Bailard
California
$522K – – –
EFS
421
Essex Financial Services
Connecticut
$519K +$513K +3,680 New
WCM
422
Washington Capital Management
Washington
$518K +$512K +3,670 New
DFC
423
DB Fitzpatrick & Co
Idaho
$514K -$5.3K -38 -1%
Kovitz Investment Group Partners
424
Kovitz Investment Group Partners
Illinois
$514K -$13.3M -95,228 -96%
GPA
425
Guerra Pan Advisors
New Jersey
$507K -$174K -1,245 -26%