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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
451
Carson Wealth (CWM LLC)
Nebraska
$11K +$10.9K +132 New
SIAS
452
Shine Investment Advisory Services
Colorado
$10K -$23.4K -282 -70%
CJA
453
C-J Advisory
California
$10K – – –
PCP
454
Proficio Capital Partners
Massachusetts
$9K – – –
TSW
455
Thompson Siegel & Walmsley
Virginia
$8K -$37.7K -455 -83%
WEC
456
Winslow Evans & Crocker
Massachusetts
$6.57K +$83 +1 +1%
IA
457
IFP Advisors
Florida
$6K – – –
SIM
458
Sonora Investment Management
Arizona
$5.99K +$5.96K +72 New
CHP
459
Cable Hill Partners
Oregon
$5K – – –
GWM
460
Geneos Wealth Management
Colorado
$4K – – –
HWP
461
Hefty Wealth Partners
Indiana
$3K – – –
FMII
462
Farmers & Merchants Investments Inc
Nebraska
$3K +$994 +12 +48%
Bessemer Group
463
Bessemer Group
New Jersey
$3K +$3.23K +39 New
HIM
464
Hillsdale Investment Management
Ontario, Canada
$2K -$1.24K -15 -38%
CFD
465
Creative Financial Designs
Indiana
$2K – – –
TFO
466
Tarbox Family Office
California
$2K – – –
OFW
467
Omnia Family Wealth
Florida
$1K -$3.48K -42 -72%
PMFA
468
Plante Moran Financial Advisors
Michigan
$1K – – –
YWP
469
YorkBridge Wealth Partners
New York
$1K – – –
TG
470
TLP Group
Illinois
$1K +$994 +12 New
SWA
471
Sutton Wealth Advisors
Florida
$749 – – –
BCM
472
Bares Capital Management
Texas
– -$93.9M -1,112,394 Closed
WMSA
473
Weiss Multi-Strategy Advisers
New York
– -$8.54M -101,212 Closed
NAMA
474
Nikko Asset Management Americas
New York
– -$6.51M -77,200 Closed
MWNA
475
Marshall Wace North America
New York
– -$5.83M -69,423 Closed