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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
476
BSW Wealth Partners
Colorado
$700K +$58.6K +297 +10%
MWM
477
MinichMacGregor Wealth Management
New York
$696K +$789 +4 +0.1%
CQS
478
Credential Qtrade Securities
$695K -$515K -2,613 -45%
T
479
TCWP
Ohio
$689K -$328K -1,665 -34%
PM
480
Phraction Management
Connecticut
$688K +$23.7K +120 +4%
Whittier Trust
481
Whittier Trust
California
$685K +$12.4K +63 +2%
Atria Wealth Solutions
482
Atria Wealth Solutions
New York
$683K +$627K +3,181 New
IEQ Capital
483
IEQ Capital
California
$672K +$30K +152 +5%
Kingsview Wealth Management
484
Kingsview Wealth Management
Oregon
$671K – – –
Empirical Finance
485
Empirical Finance
Pennsylvania
$667K +$66.6K +338 +12%
DP
486
Dearborn Partners
Illinois
$664K +$7.69K +39 +1%
Bradley Foster & Sargent
487
Bradley Foster & Sargent
Connecticut
$662K +$6.7K +34 +1%
AP
488
Advisor Partners
California
$662K +$41.8K +212 +7%
ECM
489
Everence Capital Management
Indiana
$651K -$664K -3,370 -53%
Cannell & Spears
490
Cannell & Spears
New York
$644K – – –
WP
491
WMS Partners
Maryland
$637K +$585K +2,968 New
Prudential plc
492
Prudential plc
United Kingdom
$636K +$584K +2,962 New
MAM
493
Meeder Asset Management
Ohio
$633K +$581K +2,949 New
VCA
494
Verdence Capital Advisors
Maryland
$623K +$63.9K +324 +13%
FFA
495
First Foundation Advisors
California
$616K -$141K -715 -20%
CI
496
Cigna Investments
Connecticut
$604K -$164K -832 -23%
PP
497
Pegasus Partners
Wisconsin
$602K +$9.86K +50 +2%
Gateway Investment Advisers
498
Gateway Investment Advisers
Ohio
$588K +$178K +905 +49%
AFP
499
Ausdal Financial Partners
Iowa
$585K – – –
ZB
500
Zions Bancorporation
Utah
$584K +$45.5K +231 +9%