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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
V
476
Veritable
Delaware
$608K -$33.7K -192 -5%
RJT
477
Raymond James Trust
Florida
$604K -$183K -1,042 -23%
YIH
478
Y-Intercept (HK)
Hong Kong
$599K -$2.6M -14,818 -81%
WT
479
Whittier Trust
California
$590K -$15.1K -86 -3%
VCM
480
Virtue Capital Management
Tennessee
$589K +$240K +1,363 +69%
SP
481
Symmetry Partners
Connecticut
$587K – – –
BAMF
482
BI Asset Management Fondsmaeglerselskab
Denmark
$587K +$190K +1,079 +48%
EMG
483
ETF Managers Group
New Jersey
$587K +$22.7K +129 +4%
ATC
484
Argent Trust Co
Tennessee
$583K -$1.93K -11 -0.3%
MCG
485
McCollum Christoferson Group
New York
$580K – – –
CRC
486
Curi RMB Capital
Illinois
$579K -$109K -623 -16%
MWM
487
MinichMacGregor Wealth Management
New York
$575K +$879 +5 +0.2%
IC
488
IEQ Capital
California
$571K -$240K -1,367 -30%
BWM
489
Baron Wealth Management
Michigan
$563K +$561K +3,192 New
KWM
490
Kingsview Wealth Management
Oregon
$558K -$33.6K -191 -6%
M
491
Mirova
France
$552K -$413K -2,348 -43%
HWMA
492
Heritage Wealth Management (Arizona)
Arizona
$547K +$275K +1,566 +102%
BFS
493
Bradley Foster & Sargent
Connecticut
$544K – – –
CS
494
Cannell & Spears
New York
$529K – – –
VFA
495
Values First Advisors
Tennessee
$524K +$5.97K +34 +1%
MAS
496
Meeder Advisory Services
Ohio
$516K +$514K +2,924 New
SCA
497
Snowden Capital Advisors
New York
$504K -$95.4K -543 -16%
TI
498
Tidal Investments
Wisconsin
$496K -$411K -2,337 -45%
BTWM
499
Baker Tilly Wealth Management
Wisconsin
$495K +$90.7K +516 +23%
AFP
500
Ausdal Financial Partners
Iowa
$483K -$4.04K -23 -0.8%
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