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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
401
Simplex Trading
Illinois
$1.19M – – –
HBT
402
Hills Bank & Trust
Iowa
$1.18M +$969 +5 +0.1%
MFGM
403
Marshall Financial Group (Maryland)
Maryland
$1.16M +$66.8K +345 +6%
PCA
404
Pallas Capital Advisors
Massachusetts
$1.15M +$237K +1,222 +29%
CQS
405
Credential Qtrade Securities
$1.15M +$6.2K +32 +0.6%
SCA
406
Snowden Capital Advisors
New York
$1.14M -$33.5K -173 -3%
CB
407
Cadence Bank
Mississippi
$1.11M – – –
Creative Planning
408
Creative Planning
Kansas
$1.09M -$242K -1,251 -19%
GT
409
Greenleaf Trust
Michigan
$1.08M +$93.6K +483 +10%
KIA
410
KCM Investment Advisors
California
$1.08M – – –
SAM
411
Silvercrest Asset Management
New York
$1.04M -$62.8K -324 -6%
BA
412
Bridgewater Associates
Connecticut
$1.04M +$1.01M +5,195 New
DADC
413
D.A. Davidson & Co
Montana
$1.02M -$16.9K -87 -2%
BCV
414
Banque Cantonale Vaudoise
Switzerland
$1.02M -$1.16K -6 -0.1%
GF
415
Greenhouse Funds
Maryland
$1.02M +$225K +1,161 +30%
SYBT
416
Stock Yards Bank & Trust
Kentucky
$1.01M – – –
CCP
417
Corient Capital Partners
California
$997K +$247K +1,275 +34%
CI
418
Cigna Investments
Connecticut
$990K -$27.1K -140 -3%
ECA
419
Elevated Capital Advisors
Utah
$985K +$953K +4,918 New
ASN
420
Advisory Services Network
Georgia
$966K +$110K +570 +13%
Wolverine Trading
421
Wolverine Trading
Illinois
$962K -$168K -869 -15%
DCM
422
Donaldson Capital Management
Indiana
$952K -$75.4K -389 -8%
SF
423
Summit Financial
New Jersey
$925K +$895K +4,620 New
ATC
424
Argent Trust Co
Tennessee
$906K +$5.23K +27 +0.6%
IRF
425
IBM Retirement Fund
New York
$897K +$3.88K +20 +0.4%