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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
501
Evercore Wealth Management
New York
$476K +$1.1K +6 +0.2%
LOAMS
502
Lombard Odier Asset Management (Switzerland)
Switzerland
$475K +$469K +2,564 New
CC
503
Cipher Capital
New York
$471K -$1.68M -9,188 -78%
RA
504
RFG Advisory
Alabama
$468K +$47.6K +260 +11%
KOCAA
505
Knights of Columbus Asset Advisors
Connecticut
$466K -$525K -2,865 -53%
SBH
506
Segall Bryant & Hamill
Illinois
$465K
CC
507
Chicago Capital
Illinois
$463K
BG
508
Bellevue Group
Switzerland
$461K
SLAM
509
Swiss Life Asset Management
$455K
S
510
Seeyond
France
$446K +$7.69K +42 +2%
CCP
511
Corient Capital Partners
California
$445K -$13.9K -76 -3%
JIM
512
Jensen Investment Management
Oregon
$439K +$434K +2,370 New
VFA
513
Values First Advisors
Tennessee
$437K +$66.6K +364 +18%
CHAM
514
Clear Harbor Asset Management
Connecticut
$437K
PTP
515
Platform Technology Partners
New York
$427K
CI
516
Conning Inc
Connecticut
$425K +$5.31K +29 +1%
MG
517
Meritage Group
California
$416K
SC
518
Sepio Capital
Utah
$415K -$425K -2,322 -51%
BFM
519
Boothbay Fund Management
New York
$414K +$409K +2,233 New
DAS
520
Dynamic Advisor Solutions
Arizona
$409K +$1.28K +7 +0.3%
GIA
521
Gateway Investment Advisers
Ohio
$405K -$6.04K -33 -1%
NG
522
NWK Group
California
$402K
AG
523
AlphaSimPlex Group
Massachusetts
$396K -$200K -1,094 -34%
Vanguard Personalized Indexing Management
524
Vanguard Personalized Indexing Management
California
$394K +$106K +581 +38%
BWP
525
BSW Wealth Partners
Colorado
$392K +$132K +723 +52%