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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
P
426
Pitcairn
Pennsylvania
$949K +$484K +2,675 +118%
NMIMC
427
Northwestern Mutual Investment Management Company
Wisconsin
$943K +$2.54K +14 +0.3%
CCM
428
Copeland Capital Management
Pennsylvania
$942K +$702K +3,877 +376%
AWS
429
Atria Wealth Solutions
New York
$937K -$65.6K -362 -7%
KAS
430
Kestra Advisory Services
Texas
$937K -$1.02M -5,616 -53%
DWM
431
Dakota Wealth Management
Florida
$930K +$28.8K +159 +3%
APWM
432
Atlas Private Wealth Management
New York
$921K +$34.6K +191 +4%
BCV
433
Banque Cantonale Vaudoise
Switzerland
$905K -$5.43K -30 -0.6%
ECA
434
Elevated Capital Advisors
Utah
$900K -$22.6K -125 -3%
SF
435
Summit Financial
New Jersey
$898K +$12K +66 +1%
ASN
436
Advisory Services Network
Georgia
$898K -$100K -553 -11%
BP
437
Ballentine Partners
Massachusetts
$892K +$76.8K +424 +10%
MFGM
438
Marshall Financial Group (Maryland)
Maryland
$883K -$193K -1,066 -19%
FHB
439
First Hawaiian Bank
Hawaii
$878K +$15K +83 +2%
RJT
440
Raymond James Trust
Florida
$864K +$195K +1,078 +31%
HBT
441
Hills Bank & Trust
Iowa
$861K – – –
OAM
442
Ostrum Asset Management
France
$852K +$804K +4,442 New
EF
443
Empirical Finance
Pennsylvania
$851K +$36.9K +204 +5%
QIM
444
Quantitative Investment Management
Virginia
$851K +$533K +2,943 +197%
GIA
445
Gateway Investment Advisers
Ohio
$849K +$320K +1,765 +66%
KIA
446
KCM Investment Advisors
California
$847K -$10.9K -60 -1%
IC
447
IEQ Capital
California
$842K +$209K +1,154 +36%
TWM
448
Thrive Wealth Management
Pennsylvania
$837K +$108K +597 +16%
VFA
449
Voya Financial Advisors
Connecticut
$823K -$123K -680 -14%
RSWM
450
Robertson Stephens Wealth Management
California
$810K -$44.4K -245 -5%
16 17
18
19 20