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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
FAM
451
Fred Alger Management
New York
$72K – – –
LWM
452
Lenox Wealth Management
Ohio
$63K – – –
BCI
453
Brinker Capital Investments
Pennsylvania
$62K – – –
ASN
454
Advisory Services Network
Georgia
$62K +$15.6K +172 +36%
IWM
455
IHT Wealth Management
Illinois
$61K – – –
IWP
456
Icon Wealth Partners
Texas
$61K +$57.5K +635 New
GT
457
Glenmede Trust
Pennsylvania
$57K -$27.2K -300 -33%
CBT
458
Capital Bank & Trust
California
$57K – – –
AFNAS
459
American Financial Network Advisory Services
California
$53K – – –
SWM
460
SeaCrest Wealth Management
New York
$52K +$49.4K +546 New
CG
461
Cutler Group
California
$50K -$127K -1,400 -73%
TF
462
Tompkins Financial
New York
$50K – – –
GLI
463
Guardian Life Insurance
New York
$48K +$14.1K +156 +45%
Fuller & Thaler Asset Management
464
Fuller & Thaler Asset Management
California
$48K +$45.3K +500 New
EWM
465
Evercore Wealth Management
New York
$48K +$45.7K +505 New
FPFS
466
First Personal Financial Services
North Carolina
$40K +$37.9K +419 New
WTC
467
WhitTier Trust Company
Nevada
$39K – – –
AIL
468
AGF Investments LLC
Ontario, Canada
$38K -$10.3K -114 -22%
SLF
469
Sun Life Financial
Ontario, Canada
$33K -$72.8K -804 -70%
AIM
470
ARK Investment Management
Florida
$33K +$31.1K +344 New
TL
471
TrueWealth LLC
Georgia
$26K +$24.3K +269 New
CFA
472
Carroll Financial Associates
North Carolina
$24K – – –
VFA
473
Valeo Financial Advisors
Indiana
$24K +$1.45K +16 +7%
CTC
474
Central Trust Company
Missouri
$24K +$7.42K +82 +50%
FFG
475
Ford Financial Group
California
$24K +$22.5K +249 New