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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
476
Pegasus Partners
Wisconsin
$582K -$108K -609 -15%
VFA
477
Values First Advisors
Tennessee
$582K +$45.1K +254 +8%
SP
478
Symmetry Partners
Connecticut
$581K -$115K -647 -16%
BCMIO
479
Beacon Capital Management Inc (Ohio)
Ohio
$580K – – –
W
480
WealthOne
New York
$579K – – –
SWM
481
Spire Wealth Management
Virginia
$576K -$97.7K -551 -14%
AC
482
Allstate Corporation
Illinois
$569K -$78.4K -442 -12%
AP
483
Advisor Partners
California
$568K -$47.5K -268 -8%
MWM
484
MinichMacGregor Wealth Management
New York
$564K -$15.4K -87 -3%
FFN
485
Focus Financial Network
Minnesota
$559K -$17.7K -100 -3%
BWP
486
BSW Wealth Partners
Colorado
$554K +$108K +607 +24%
KWM
487
Kingsview Wealth Management
Oregon
$552K – – –
CC
488
Centiva Capital
New York
$546K +$554K +3,125 New
FFA
489
First Foundation Advisors
California
$545K +$553K +3,117 New
SI
490
Stephens Inc
Arkansas
$544K +$33.2K +187 +6%
BFS
491
Bradley Foster & Sargent
Connecticut
$533K +$541K +3,050 New
ECM
492
Everence Capital Management
Indiana
$530K – – –
ETC
493
Exchange Traded Concepts
Oklahoma
$528K +$35.8K +202 +7%
CS
494
Cannell & Spears
New York
$524K – – –
GCAC
495
Guardian Capital Advisors (Canada)
Ontario, Canada
$521K +$248K +1,400 +91%
FT
496
Fiduciary Trust
Massachusetts
$508K +$111K +625 +27%
CWM
497
Circle Wealth Management
New Jersey
$491K +$83K +468 +20%
TI
498
Tidal Investments
Wisconsin
$490K +$186K +1,051 +60%
DC
499
Davenport & Co
Virginia
$484K +$491K +2,769 New
QI
500
QS Investors
New York
$479K +$172K +968 +55%
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