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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
EMG
476
ETF Managers Group
New Jersey
$593K +$194K +1,095 +48%
PFG
477
PAX Financial Group
Texas
$590K +$23.9K +135 +4%
BU
478
BBVA USA
Alabama
$584K +$593K +3,342 New
PP
479
Pegasus Partners
Wisconsin
$582K -$108K -609 -15%
VFA
480
Values First Advisors
Tennessee
$582K +$45.1K +254 +8%
SP
481
Symmetry Partners
Connecticut
$581K -$115K -647 -16%
BCMIO
482
Beacon Capital Management Inc (Ohio)
Ohio
$580K – – –
W
483
WealthOne
New York
$579K – – –
SWM
484
Spire Wealth Management
Virginia
$576K -$97.7K -551 -14%
AC
485
Allstate Corporation
Illinois
$569K -$78.4K -442 -12%
AP
486
Advisor Partners
California
$568K -$47.5K -268 -8%
MWM
487
MinichMacGregor Wealth Management
New York
$564K -$15.4K -87 -3%
FFN
488
Focus Financial Network
Minnesota
$559K -$17.7K -100 -3%
BWP
489
BSW Wealth Partners
Colorado
$554K +$108K +607 +24%
KWM
490
Kingsview Wealth Management
Oregon
$552K – – –
CC
491
Centiva Capital
New York
$546K +$554K +3,125 New
FFA
492
First Foundation Advisors
California
$545K +$553K +3,117 New
SI
493
Stephens Inc
Arkansas
$544K +$33.2K +187 +6%
BFS
494
Bradley Foster & Sargent
Connecticut
$533K +$541K +3,050 New
ECM
495
Everence Capital Management
Indiana
$530K – – –
ETC
496
Exchange Traded Concepts
Oklahoma
$528K +$35.8K +202 +7%
CS
497
Cannell & Spears
New York
$524K – – –
GCAC
498
Guardian Capital Advisors (Canada)
Ontario, Canada
$521K +$248K +1,400 +91%
FT
499
Fiduciary Trust
Massachusetts
$508K +$111K +625 +27%
CWM
500
Circle Wealth Management
New Jersey
$491K +$83K +468 +20%
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