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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
BCI
451
Brinker Capital Investments
Pennsylvania
$62K
ASN
452
Advisory Services Network
Georgia
$62K +$15.6K +172 +36%
IWM
453
IHT Wealth Management
Illinois
$61K
IWP
454
Icon Wealth Partners
Texas
$61K +$57.5K +635 New
GT
455
Glenmede Trust
Pennsylvania
$57K -$27.2K -300 -33%
CBT
456
Capital Bank & Trust
California
$57K
AFNAS
457
American Financial Network Advisory Services
California
$53K
SWM
458
SeaCrest Wealth Management
New York
$52K +$49.4K +546 New
CG
459
Cutler Group
California
$50K -$127K -1,400 -73%
TF
460
Tompkins Financial
New York
$50K
GLI
461
Guardian Life Insurance
New York
$48K +$14.1K +156 +45%
Fuller & Thaler Asset Management
462
Fuller & Thaler Asset Management
California
$48K +$45.3K +500 New
EWM
463
Evercore Wealth Management
New York
$48K +$45.7K +505 New
FPFS
464
First Personal Financial Services
North Carolina
$40K +$37.9K +419 New
WTC
465
WhitTier Trust Company
Nevada
$39K
AIL
466
AGF Investments LLC
Ontario, Canada
$38K -$10.3K -114 -22%
SLF
467
Sun Life Financial
Ontario, Canada
$33K -$72.8K -804 -70%
AIM
468
ARK Investment Management
Florida
$33K +$31.1K +344 New
TL
469
TrueWealth LLC
Georgia
$26K +$24.3K +269 New
CFA
470
Carroll Financial Associates
North Carolina
$24K
VFA
471
Valeo Financial Advisors
Indiana
$24K +$1.45K +16 +7%
CTC
472
Central Trust Company
Missouri
$24K +$7.42K +82 +50%
FFG
473
Ford Financial Group
California
$24K +$22.5K +249 New
ClearBridge Investments
474
ClearBridge Investments
New York
$22K
CAPTRUST Financial Advisors
475
CAPTRUST Financial Advisors
North Carolina
$22K +$20.3K +224 New