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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
501
Lenox Wealth Management
Ohio
$55K – – –
AAP
502
Arax Advisory Partners
Colorado
$55K +$53.1K +456 New
TC
503
Truvestments Capital
Florida
$55K +$53.2K +457 New
SLF
504
Sun Life Financial
Ontario, Canada
$54K +$3.49K +30 +7%
ST
505
Smithfield Trust
Pennsylvania
$53K -$20.6K -177 -29%
EAM
506
Exane Asset Management
France
$52.8K +$51K +438 New
CBT
507
Capital Bank & Trust
California
$51K +$49.2K +423 New
CGT
508
Capital Guardian Trust
California
$51K +$49.2K +423 New
WTC
509
WhitTier Trust Company
Nevada
$49K – – –
AIL
510
AGF Investments LLC
Ontario, Canada
$49K +$4.42K +38 +10%
TG
511
TLP Group
Illinois
$49K +$47.1K +405 +8,100%
CAG
512
Csenge Advisory Group
Florida
$45K +$43.9K +377 New
KA
513
Kaizen Advisory
Illinois
$44K – – –
BBA
514
Braun-Bostich & Associates
Pennsylvania
$41K +$25.2K +217 +172%
VFA
515
Valeo Financial Advisors
Indiana
$37K +$11.6K +100 +47%
CPIG
516
Chicago Partners Investment Group
Illinois
$35K -$1.86K -16 -5%
VAIA
517
Virtus Alternative Investment Advisers
Connecticut
$34K +$33K +284 New
SFSIG
518
San Francisco Sentry Investment Group
California
$33K +$8.84K +76 +38%
ASN
519
Advisory Services Network
Georgia
$29K -$582 -5 -2%
CFA
520
Carroll Financial Associates
North Carolina
$29K – – –
PCG
521
Private Capital Group
Connecticut
$29K +$6.17K +53 +28%
ClearBridge Investments
522
ClearBridge Investments
New York
$27K – – –
Parallax Volatility Advisers
523
Parallax Volatility Advisers
California
$27K +$25.9K +223 New
SWP
524
Stratos Wealth Partners
Ohio
$27K +$26.3K +226 New
TWA
525
TCI Wealth Advisors
Arizona
$26K – – –