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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
Fuller & Thaler Asset Management
476
Fuller & Thaler Asset Management
California
$52K – – –
LWM
477
Lenox Wealth Management
Ohio
$47K -$19.4K -194 -30%
FPFS
478
First Personal Financial Services
North Carolina
$42K -$1.5K -15 -4%
WTC
479
WhitTier Trust Company
Nevada
$42K – – –
LF
480
Lee Financial
Texas
$42K +$20K +200 +100%
GLI
481
Guardian Life Insurance
New York
$37K -$14.6K -146 -29%
CTC
482
Central Trust Company
Missouri
$26K – – –
VFA
483
Valeo Financial Advisors
Indiana
$26K +$100 +1 +0.4%
CFA
484
Carroll Financial Associates
North Carolina
$25K -$1.2K -12 -5%
AIL
485
AGF Investments LLC
Ontario, Canada
$24K -$16.1K -161 -41%
ClearBridge Investments
486
ClearBridge Investments
New York
$23K – – –
Northwestern Mutual Wealth Management
487
Northwestern Mutual Wealth Management
Wisconsin
$23K +$4.49K +45 +25%
CPIG
488
Chicago Partners Investment Group
Illinois
$23K +$11.9K +119 +113%
NIM
489
NuWave Investment Management
New Jersey
$23K +$21.5K +215 +2,150%
PHK
490
Point72 Hong Kong
Hong Kong
$23K +$22.1K +221 New
TWA
491
TCI Wealth Advisors
Arizona
$22K – – –
SWP
492
Stratos Wealth Partners
Ohio
$21K -$57.1K -572 -74%
SFSIG
493
San Francisco Sentry Investment Group
California
$21K – – –
PCG
494
Private Capital Group
Connecticut
$20K -$93.2K -934 -83%
ASN
495
Advisory Services Network
Georgia
$20K -$45.2K -453 -70%
GWS
496
Glassman Wealth Services
Virginia
$20K -$1.3K -13 -6%
PGWM
497
Parisi Gray Wealth Management
New Jersey
$20K – – –
GFP
498
Gryphon Financial Partners
Ohio
$18K -$1.8K -18 -9%
RFA
499
Reilly Financial Advisors
California
$17K +$16.3K +163 New
BFEC
500
Benjamin F. Edwards & Company
Missouri
$16K – – –