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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
501
Financial Architects (New Jersey)
New Jersey
$94K -$8.77K -75 -8%
QCG
502
Quadrant Capital Group
Ohio
$90K -$3.04K -26 -3%
IIM
503
Ipswich Investment Management
Massachusetts
$82K +$87.7K +750 New
SWM
504
SeaCrest Wealth Management
New York
$81K -$29.9K -256 -26%
LBG
505
Lloyds Banking Group
United Kingdom
$77K -$1.99K -17 -2%
IFAM
506
Institutional & Family Asset Management
Colorado
$76K -$2.81K -24 -3%
LFASL
507
Lugano Financial Advisors SA (LFA)
Switzerland
$75K – – –
BCI
508
Brinker Capital Investments
Pennsylvania
$71K – – –
LWM
509
Lenox Wealth Management
Ohio
$69K +$20.1K +172 +37%
Northwestern Mutual Wealth Management
510
Northwestern Mutual Wealth Management
Wisconsin
$68K -$17.1K -146 -19%
TNBTD
511
Trustmark National Bank Trust Department
Mississippi
$57K – – –
BFEC
512
Benjamin F. Edwards & Company
Missouri
$56K +$1.17K +10 +2%
LC
513
Lindbrook Capital
California
$56K +$60.8K +520 New
WA
514
WealthTrust-Arizona
Arizona
$52K -$468 -4 -0.8%
TF
515
Tompkins Financial
New York
$52K – – –
FPFS
516
First Personal Financial Services
North Carolina
$51K – – –
GLI
517
Guardian Life Insurance
New York
$50K – – –
KA
518
Kaizen Advisory
Illinois
$50K +$11.2K +96 +26%
SLF
519
Sun Life Financial
Ontario, Canada
$49K +$234 +2 +0.4%
CBT
520
Capital Bank & Trust
California
$49K +$2.69K +23 +5%
CFA
521
Carroll Financial Associates
North Carolina
$49K +$24.7K +211 +88%
ST
522
Smithfield Trust
Pennsylvania
$48K – – –
BBA
523
Braun-Bostich & Associates
Pennsylvania
$46K +$9.23K +79 +23%
WTC
524
WhitTier Trust Company
Nevada
$44K – – –
CG
525
Cutler Group
California
$43K +$46.8K +400 New