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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
376
Kestra Advisory Services
Texas
$1.37M +$250K +1,291 +23%
IAA
377
Independent Advisor Alliance
North Carolina
$1.36M +$86.4K +446 +7%
CFG
378
CMC Financial Group
Georgia
$1.36M -$3.29K -17 -0.2%
FHB
379
First Hawaiian Bank
Hawaii
$1.34M +$1.3M +6,707 New
Kovitz Investment Group Partners
380
Kovitz Investment Group Partners
Illinois
$1.31M
WP
381
WMS Partners
Maryland
$1.3M +$479K +2,472 +61%
LT
382
Lindsell Train
United Kingdom
$1.3M
VFA
383
Voya Financial Advisors
Connecticut
$1.3M +$119K +613 +11%
Bessemer Group
384
Bessemer Group
New Jersey
$1.3M -$85K -439 -6%
MYAM
385
Meiji Yasuda Asset Management
Japan
$1.28M +$15.5K +80 +1%
APWM
386
Atlas Private Wealth Management
New York
$1.27M -$187K -965 -13%
CCA
387
Conestoga Capital Advisors
Pennsylvania
$1.27M -$86.2K -445 -7%
SWM
388
Sugarloaf Wealth Management
Georgia
$1.26M +$1.74K +9 +0.1%
AAM
389
Azzad Asset Management
Virginia
$1.25M +$126K +649 +12%
NL
390
NVWM LLC
Pennsylvania
$1.25M +$1.21M +6,248 New
AC
391
Annandale Capital
Texas
$1.25M
Koshinski Asset Management
392
Koshinski Asset Management
Illinois
$1.24M +$260K +1,342 +28%
Mercer Global Advisors
393
Mercer Global Advisors
Colorado
$1.23M +$29.8K +154 +3%
PC
394
Pecaut & Co
Iowa
$1.2M
CAPTRUST Financial Advisors
395
CAPTRUST Financial Advisors
North Carolina
$1.19M -$30.2K -156 -3%
TP
396
Tranquility Partners
Tennessee
$1.19M +$3.1K +16 +0.3%
SWP
397
Stratos Wealth Partners
Ohio
$1.19M -$59.3K -306 -5%
Simplex Trading
398
Simplex Trading
Illinois
$1.19M
HBT
399
Hills Bank & Trust
Iowa
$1.18M +$969 +5 +0.1%
MFGM
400
Marshall Financial Group (Maryland)
Maryland
$1.16M +$66.8K +345 +6%