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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
JA
501
JOYN Advisors
Georgia
$15K -$609K -6,097 -98%
CBOA
502
Commonwealth Bank of Australia
Australia
$15K – – –
KA
503
Kaizen Advisory
Illinois
$15K – – –
Lazard Asset Management
504
Lazard Asset Management
New York
$15K – – –
PA
505
Parallel Advisors
California
$14K +$299 +3 +2%
VCM
506
Versant Capital Management
Arizona
$13K -$2.79K -28 -18%
BBA
507
Braun-Bostich & Associates
Pennsylvania
$13K – – –
IA
508
IFP Advisors
Florida
$13K – – –
SIAS
509
Shine Investment Advisory Services
Colorado
$12K – – –
MA
510
MCF Advisors
Kentucky
$11K +$10.4K +104 New
TL
511
TrueWealth LLC
Georgia
$10K -$17.7K -177 -66%
PCP
512
Proficio Capital Partners
Massachusetts
$10K -$499 -5 -5%
TSW
513
Thompson Siegel & Walmsley
Virginia
$10K – – –
CJA
514
C-J Advisory
California
$9K – – –
WEC
515
Winslow Evans & Crocker
Massachusetts
$8.22K – – –
SIM
516
Sonora Investment Management
Arizona
$7.49K – – –
FGC
517
Financial Gravity Companies
Texas
$7K -$799 -8 -10%
PFO
518
Pathstone Family Office
New Jersey
$7K +$6.49K +65 New
FGAM
519
Financial Gravity Asset Management
Texas
$7K +$7.29K +73 New
EARNEST Partners
520
EARNEST Partners
Georgia
$6K – – –
FMII
521
Farmers & Merchants Investments Inc
Nebraska
$6K – – –
RA
522
Rational Advisors
New York
$6K +$5.79K +58 New
GWM
523
Geneos Wealth Management
Colorado
$5K – – –
CHP
524
Cable Hill Partners
Oregon
$4K -$1.7K -17 -29%
HWP
525
Hefty Wealth Partners
Indiana
$4K – – –