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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
476
Lenox Wealth Management
Ohio
$47K -$19.4K -194 -30%
FPFS
477
First Personal Financial Services
North Carolina
$42K -$1.5K -15 -4%
WTC
478
WhitTier Trust Company
Nevada
$42K
LF
479
Lee Financial
Texas
$42K +$20K +200 +100%
GLI
480
Guardian Life Insurance
New York
$37K -$14.6K -146 -29%
CTC
481
Central Trust Company
Missouri
$26K
VFA
482
Valeo Financial Advisors
Indiana
$26K +$100 +1 +0.4%
CFA
483
Carroll Financial Associates
North Carolina
$25K -$1.2K -12 -5%
AIL
484
AGF Investments LLC
Ontario, Canada
$24K -$16.1K -161 -41%
ClearBridge Investments
485
ClearBridge Investments
New York
$23K
Northwestern Mutual Wealth Management
486
Northwestern Mutual Wealth Management
Wisconsin
$23K +$4.49K +45 +25%
CPIG
487
Chicago Partners Investment Group
Illinois
$23K +$11.9K +119 +113%
NIM
488
NuWave Investment Management
New Jersey
$23K +$21.5K +215 +2,150%
PHK
489
Point72 Hong Kong
Hong Kong
$23K +$22.1K +221 New
TWA
490
TCI Wealth Advisors
Arizona
$22K
SWP
491
Stratos Wealth Partners
Ohio
$21K -$57.1K -572 -74%
SFSIG
492
San Francisco Sentry Investment Group
California
$21K
PCG
493
Private Capital Group
Connecticut
$20K -$93.2K -934 -83%
ASN
494
Advisory Services Network
Georgia
$20K -$45.2K -453 -70%
GWS
495
Glassman Wealth Services
Virginia
$20K -$1.3K -13 -6%
PGWM
496
Parisi Gray Wealth Management
New Jersey
$20K
GFP
497
Gryphon Financial Partners
Ohio
$18K -$1.8K -18 -9%
RFA
498
Reilly Financial Advisors
California
$17K +$16.3K +163 New
BFEC
499
Benjamin F. Edwards & Company
Missouri
$16K
JA
500
JOYN Advisors
Georgia
$15K -$609K -6,097 -98%