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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
401
CKW Financial Group
Hawaii
$22K – – –
ASN
402
Advisory Services Network
Georgia
$21K +$21K +286 New
CFA
403
Carroll Financial Associates
North Carolina
$19K +$11.2K +152 +136%
MFS
404
MSI Financial Services
Massachusetts
$13K +$11.6K +158 +1,129%
TWA
405
TCI Wealth Advisors
Arizona
$8K -$73 -1 -0.9%
PMFA
406
Plante Moran Financial Advisors
Michigan
$7K – – –
GXMC
407
Global X Management Company
New York
$7K +$6.61K +90 New
FPFS
408
First Personal Financial Services
North Carolina
$6K – – –
NCM
409
Nelson Capital Management
California
$6K – – –
WEC
410
Winslow Evans & Crocker
Massachusetts
$5.75K – – –
Northwestern Mutual Wealth Management
411
Northwestern Mutual Wealth Management
Wisconsin
$5K -$9.92K -135 -68%
WT
412
Whittier Trust
California
$3K – – –
BCM
413
Brookstone Capital Management
Illinois
$3K +$3.01K +41 New
AC
414
Alexandria Capital
Virginia
$2K -$367 -5 -17%
KT
415
Kanaly Trust
Texas
$2K – – –
Toronto Dominion Bank
416
Toronto Dominion Bank
Ontario, Canada
$2K – – –
EFSCE
417
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
RWM
418
Raffa Wealth Management
District of Columbia
$582 – – –
CIP
419
Champlain Investment Partners
Vermont
– -$42M -588,305 Closed
CCM
420
Criterion Capital Management
California
– -$11.6M -161,800 Closed
EAM
421
EverPoint Asset Management
Connecticut
– -$5.36M -75,000 Closed
AIM
422
Artemis Investment Management
United Kingdom
– -$2.82M -39,492 Closed
EWA
423
Exencial Wealth Advisors
Oklahoma
– -$2.35M -32,340 Closed
QIM
424
Quantitative Investment Management
Virginia
– -$1.45M -20,300 Closed
Jane Street
425
Jane Street
New York
– -$1.25M -17,471 Closed