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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
CJA
476
C-J Advisory
California
$10K
Twin Tree Management
477
Twin Tree Management
Texas
$9K +$9.1K +111 New
RWG
478
Regal Wealth Group
California
$8K
OFW
479
Omnia Family Wealth
Florida
$8K +$8.36K +102 New
JIC
480
Joel Isaacson & Co
New York
$7K
FPFS
481
First Personal Financial Services
North Carolina
$7K +$1.64K +20 +31%
WEC
482
Winslow Evans & Crocker
Massachusetts
$6.41K
GWM
483
Geneos Wealth Management
Colorado
$6K
NCM
484
Nelson Capital Management
California
$6K
PMFA
485
Plante Moran Financial Advisors
Michigan
$6K
Fifth Third Bancorp
486
Fifth Third Bancorp
Ohio
$6K +$5.98K +73 New
Loomis, Sayles & Company
487
Loomis, Sayles & Company
Massachusetts
$6K +$6.15K +75 New
CHP
488
Cable Hill Partners
Oregon
$5K
PCP
489
Proficio Capital Partners
Massachusetts
$5K
HIM
490
Hillsdale Investment Management
Ontario, Canada
$5K +$4.92K +60 New
EARNEST Partners
491
EARNEST Partners
Georgia
$5K +$5.08K +62 New
WPA
492
West Paces Advisors
Georgia
$3.73K +$3.77K +46 New
GEA
493
Glen Eagle Advisors
New Jersey
$3.65K +$3.69K +45 New
HWP
494
Hefty Wealth Partners
Indiana
$3K
TCOV
495
Trust Company of Vermont
Vermont
$3K +$3.28K +40 New
PA
496
Parallel Advisors
California
$3K +$3.36K +41 New
KT
497
Kanaly Trust
Texas
$2K
TFO
498
Tarbox Family Office
California
$2K
ZB
499
Zions Bancorporation
Utah
$2K
WTB
500
Washington Trust Bank
Washington
$1K -$1.64K -20 -61%