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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
CBOA
501
Commonwealth Bank of Australia
Australia
$15K
KA
502
Kaizen Advisory
Illinois
$15K
Lazard Asset Management
503
Lazard Asset Management
New York
$15K
PA
504
Parallel Advisors
California
$14K +$299 +3 +2%
VCM
505
Versant Capital Management
Arizona
$13K -$2.79K -28 -18%
BBA
506
Braun-Bostich & Associates
Pennsylvania
$13K
IA
507
IFP Advisors
Florida
$13K
SIAS
508
Shine Investment Advisory Services
Colorado
$12K
MA
509
MCF Advisors
Kentucky
$11K +$10.4K +104 New
TL
510
TrueWealth LLC
Georgia
$10K -$17.7K -177 -66%
PCP
511
Proficio Capital Partners
Massachusetts
$10K -$499 -5 -5%
TSW
512
Thompson Siegel & Walmsley
Virginia
$10K
CJA
513
C-J Advisory
California
$9K
WEC
514
Winslow Evans & Crocker
Massachusetts
$8.22K
SIM
515
Sonora Investment Management
Arizona
$7.49K
FGC
516
Financial Gravity Companies
Texas
$7K -$799 -8 -10%
PFO
517
Pathstone Family Office
New Jersey
$7K +$6.49K +65 New
FGAM
518
Financial Gravity Asset Management
Texas
$7K +$7.29K +73 New
EARNEST Partners
519
EARNEST Partners
Georgia
$6K
FMII
520
Farmers & Merchants Investments Inc
Nebraska
$6K
RA
521
Rational Advisors
New York
$6K +$5.79K +58 New
GWM
522
Geneos Wealth Management
Colorado
$5K
CHP
523
Cable Hill Partners
Oregon
$4K -$1.7K -17 -29%
HWP
524
Hefty Wealth Partners
Indiana
$4K
HIM
525
Hillsdale Investment Management
Ontario, Canada
$4K +$998 +10 +40%