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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
CQS
476
Credential Qtrade Securities
$695K -$515K -2,613 -45%
T
477
TCWP
Ohio
$689K -$328K -1,665 -34%
PM
478
Phraction Management
Connecticut
$688K +$23.7K +120 +4%
WT
479
Whittier Trust
California
$685K +$12.4K +63 +2%
AWS
480
Atria Wealth Solutions
New York
$683K +$627K +3,181 New
IC
481
IEQ Capital
California
$672K +$30K +152 +5%
KWM
482
Kingsview Wealth Management
Oregon
$671K – – –
EF
483
Empirical Finance
Pennsylvania
$667K +$66.6K +338 +12%
DP
484
Dearborn Partners
Illinois
$664K +$7.69K +39 +1%
BFS
485
Bradley Foster & Sargent
Connecticut
$662K +$6.7K +34 +1%
AP
486
Advisor Partners
California
$662K +$41.8K +212 +7%
ECM
487
Everence Capital Management
Indiana
$651K -$664K -3,370 -53%
CS
488
Cannell & Spears
New York
$644K – – –
WP
489
WMS Partners
Maryland
$637K +$585K +2,968 New
PP
490
Prudential plc
United Kingdom
$636K +$584K +2,962 New
MAM
491
Meeder Asset Management
Ohio
$633K +$581K +2,949 New
VCA
492
Verdence Capital Advisors
Maryland
$623K +$63.9K +324 +13%
FFA
493
First Foundation Advisors
California
$616K -$141K -715 -20%
CI
494
Cigna Investments
Connecticut
$604K -$164K -832 -23%
PP
495
Pegasus Partners
Wisconsin
$602K +$9.86K +50 +2%
GIA
496
Gateway Investment Advisers
Ohio
$588K +$178K +905 +49%
AFP
497
Ausdal Financial Partners
Iowa
$585K – – –
ZB
498
Zions Bancorporation
Utah
$584K +$45.5K +231 +9%
IA
499
IndexIQ Advisors
New York
$574K -$1.18K -6 -0.2%
EWA
500
EP Wealth Advisors
California
$571K +$187K +947 +55%
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