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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
BCI
501
Brinker Capital Investments
Pennsylvania
$140K +$49K +403 +62%
SSB
502
Sandy Spring Bank
Maryland
$135K -$6.08K -50 -5%
SIAS
503
Shine Investment Advisory Services
Colorado
$134K
BBHC
504
Brown Brothers Harriman & Co
New York
$133K +$122K +1,000 New
ASN
505
Advisory Services Network
Georgia
$126K +$83.6K +687 +261%
SWM
506
SeaCrest Wealth Management
New York
$122K +$21.3K +175 +24%
QCG
507
Quadrant Capital Group
Ohio
$115K +$6.57K +54 +6%
FANJ
508
Financial Architects (New Jersey)
New Jersey
$114K -$608 -5 -0.6%
CAPTRUST Financial Advisors
509
CAPTRUST Financial Advisors
North Carolina
$107K -$10.8K -89 -10%
GAM
510
GQ Asset Management
New York
$105K +$95.6K +786 New
QT
511
Quantamental Technologies
New York
$102K +$93.1K +765 New
IFAM
512
Institutional & Family Asset Management
Colorado
$93K
LHC
513
Little House Capital
Massachusetts
$91K +$84K +690 New
Carson Wealth (CWM LLC)
514
Carson Wealth (CWM LLC)
Nebraska
$89K +$47.3K +389 +316%
VFA
515
Valeo Financial Advisors
Indiana
$88K +$46.1K +379 +135%
IWP
516
Icon Wealth Partners
Texas
$88K +$80.3K +660 New
LWM
517
Lenox Wealth Management
Ohio
$86K +$1.95K +16 +3%
FGAM
518
Financial Gravity Asset Management
Texas
$82K +$74.7K +614 New
PAM
519
Paradigm Asset Management
New York
$79.8K -$110K -900 -60%
Northwestern Mutual Wealth Management
520
Northwestern Mutual Wealth Management
Wisconsin
$79K -$3.65K -30 -5%
SFSIG
521
San Francisco Sentry Investment Group
California
$72K +$39.8K +327 +154%
LC
522
Lindbrook Capital
California
$69K
TNBTD
523
Trustmark National Bank Trust Department
Mississippi
$69K
BFEC
524
Benjamin F. Edwards & Company
Missouri
$68K
TF
525
Tompkins Financial
New York
$64K