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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
PCA
401
Pallas Capital Advisors
Massachusetts
$1.15M +$237K +1,222 +29%
CQS
402
Credential Qtrade Securities
$1.15M +$6.2K +32 +0.6%
SCA
403
Snowden Capital Advisors
New York
$1.14M -$33.5K -173 -3%
CB
404
Cadence Bank
Mississippi
$1.11M
Creative Planning
405
Creative Planning
Kansas
$1.09M -$242K -1,251 -19%
GT
406
Greenleaf Trust
Michigan
$1.08M +$93.6K +483 +10%
KIA
407
KCM Investment Advisors
California
$1.08M
SAM
408
Silvercrest Asset Management
New York
$1.04M -$62.8K -324 -6%
BA
409
Bridgewater Associates
Connecticut
$1.04M +$1.01M +5,195 New
DADC
410
D.A. Davidson & Co
Montana
$1.02M -$16.9K -87 -2%
BCV
411
Banque Cantonale Vaudoise
Switzerland
$1.02M -$1.16K -6 -0.1%
GF
412
Greenhouse Funds
Maryland
$1.02M +$225K +1,161 +30%
SYBT
413
Stock Yards Bank & Trust
Kentucky
$1.01M
CCP
414
Corient Capital Partners
California
$997K +$247K +1,275 +34%
CI
415
Cigna Investments
Connecticut
$990K -$27.1K -140 -3%
ECA
416
Elevated Capital Advisors
Utah
$985K +$953K +4,918 New
ASN
417
Advisory Services Network
Georgia
$966K +$110K +570 +13%
Wolverine Trading
418
Wolverine Trading
Illinois
$962K -$168K -869 -15%
DCM
419
Donaldson Capital Management
Indiana
$952K -$75.4K -389 -8%
SF
420
Summit Financial
New Jersey
$925K +$895K +4,620 New
ATC
421
Argent Trust Co
Tennessee
$906K +$5.23K +27 +0.6%
IRF
422
IBM Retirement Fund
New York
$897K +$3.88K +20 +0.4%
ARMT
423
Amica Retiree Medical Trust
Rhode Island
$892K -$380K -1,963 -31%
GC
424
Gratus Capital
Georgia
$875K
GT
425
Glenview Trust
Kentucky
$868K