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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
Pendal Group
451
Pendal Group
Australia
$726K -$6.15K -35 -0.8%
Stonegate Investment Group
452
Stonegate Investment Group
Alabama
$721K -$661K -3,759 -48%
AWP
453
Accretive Wealth Partners
New Jersey
$717K +$24.8K +141 +4%
Silvercrest Asset Management
454
Silvercrest Asset Management
New York
$711K -$879 -5 -0.1%
Brookstone Capital Management
455
Brookstone Capital Management
Illinois
$694K +$3.69K +21 +0.6%
TP
456
Tranquility Partners
Tennessee
$694K – – –
Pathstone Family Office
457
Pathstone Family Office
New Jersey
$692K +$343K +1,951 +86%
Cullen/Frost Bankers
458
Cullen/Frost Bankers
Texas
$688K +$28.3K +161 +4%
Kovitz Investment Group Partners
459
Kovitz Investment Group Partners
Illinois
$682K -$406K -2,309 -37%
BWP
460
BSW Wealth Partners
Colorado
$676K +$109K +620 +19%
AI
461
AXS Investments
New York
$671K -$208K -1,181 -24%
FTDI
462
First Trust Direct Indexing
Massachusetts
$665K +$147K +838 +29%
Gratus Capital
463
Gratus Capital
Georgia
$665K – – –
LTAS
464
Linden Thomas Advisory Services
North Carolina
$665K +$662K +3,769 New
TWM
465
Thrive Wealth Management
Pennsylvania
$664K +$11.1K +63 +2%
HCM
466
Highview Capital Management
Illinois
$662K – – –
Brown Brothers Harriman & Co
467
Brown Brothers Harriman & Co
New York
$658K -$97K -552 -13%
MIM
468
MTM Investment Management
South Carolina
$651K -$41.8K -238 -6%
Quantinno Capital Management
469
Quantinno Capital Management
New York
$646K +$644K +3,664 New
LA
470
Legacy Advisors
Pennsylvania
$641K +$169K +962 +36%
CTA
471
Chesley Taft & Associates
Illinois
$640K +$147K +835 +30%
First Manhattan
472
First Manhattan
New York
$639K +$3.51K +20 +0.6%
CAAS
473
Capital Asset Advisory Services
Michigan
$635K -$470K -2,677 -43%
Advisor Partners II
474
Advisor Partners II
California
$633K +$125K +714 +25%
PP
475
Pegasus Partners
Wisconsin
$622K +$13.4K +76 +2%