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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
CJA
501
C-J Advisory
California
$8K -$3.17K -35 -29%
FGC
502
Financial Gravity Companies
Texas
$8K +$7.33K +81 New
WEC
503
Winslow Evans & Crocker
Massachusetts
$7.58K – – –
SIM
504
Sonora Investment Management
Arizona
$6.91K – – –
Canada Pension Plan Investment Board
505
Canada Pension Plan Investment Board
Ontario, Canada
$6K -$431K -4,760 -99%
CHP
506
Cable Hill Partners
Oregon
$6K – – –
EARNEST Partners
507
EARNEST Partners
Georgia
$6K +$5.61K +62 New
GWM
508
Geneos Wealth Management
Colorado
$5K – – –
FMII
509
Farmers & Merchants Investments Inc
Nebraska
$5K +$1.54K +17 +46%
HWP
510
Hefty Wealth Partners
Indiana
$4K – – –
TFO
511
Tarbox Family Office
California
$3K – – –
AWM
512
Aevitas Wealth Management
Massachusetts
$3K +$2.81K +31 New
Bessemer Group
513
Bessemer Group
New Jersey
$2K -$1.36K -15 -38%
HIM
514
Hillsdale Investment Management
Ontario, Canada
$2K – – –
OFW
515
Omnia Family Wealth
Florida
$2K – – –
YWP
516
YorkBridge Wealth Partners
New York
$2K – – –
PMFA
517
Plante Moran Financial Advisors
Michigan
$2K +$91 +1 +6%
BBHC
518
Brown Brothers Harriman & Co
New York
$2K +$1.45K +16 New
ST
519
Sageworth Trust
Pennsylvania
$2K +$1.54K +17 New
MOS
520
MGO One Seven
Ohio
$2K +$2.26K +25 New
AF
521
Allworth Financial
California
$1K +$543 +6 New
NIM
522
NuWave Investment Management
New Jersey
$1K +$905 +10 New
SWA
523
Sutton Wealth Advisors
Florida
$864 – – –
CRM
524
Cramer Rosenthal McGlynn
Connecticut
– -$22.1M -265,394 Closed
NFA
525
Nationwide Fund Advisors
Ohio
– -$22M -264,313 Closed