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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
476
Ropes Wealth Advisors
Massachusetts
$12K +$12.3K +150 New
GWS
477
Glassman Wealth Services
Virginia
$11K – – –
KF
478
Krilogy Financial
Missouri
$11K +$1.15K +14 +12%
CJA
479
C-J Advisory
California
$10K – – –
Twin Tree Management
480
Twin Tree Management
Texas
$9K +$9.1K +111 New
RWG
481
Regal Wealth Group
California
$8K – – –
OFW
482
Omnia Family Wealth
Florida
$8K +$8.36K +102 New
JIC
483
Joel Isaacson & Co
New York
$7K – – –
FPFS
484
First Personal Financial Services
North Carolina
$7K +$1.64K +20 +31%
WEC
485
Winslow Evans & Crocker
Massachusetts
$6.41K – – –
GWM
486
Geneos Wealth Management
Colorado
$6K – – –
NCM
487
Nelson Capital Management
California
$6K – – –
PMFA
488
Plante Moran Financial Advisors
Michigan
$6K – – –
Fifth Third Bancorp
489
Fifth Third Bancorp
Ohio
$6K +$5.98K +73 New
Loomis, Sayles & Company
490
Loomis, Sayles & Company
Massachusetts
$6K +$6.15K +75 New
CHP
491
Cable Hill Partners
Oregon
$5K – – –
PCP
492
Proficio Capital Partners
Massachusetts
$5K – – –
HIM
493
Hillsdale Investment Management
Ontario, Canada
$5K +$4.92K +60 New
EARNEST Partners
494
EARNEST Partners
Georgia
$5K +$5.08K +62 New
WPA
495
West Paces Advisors
Georgia
$3.73K +$3.77K +46 New
GEA
496
Glen Eagle Advisors
New Jersey
$3.65K +$3.69K +45 New
HWP
497
Hefty Wealth Partners
Indiana
$3K – – –
TCOV
498
Trust Company of Vermont
Vermont
$3K +$3.28K +40 New
PA
499
Parallel Advisors
California
$3K +$3.36K +41 New
KT
500
Kanaly Trust
Texas
$2K – – –