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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
501
Waratah Capital Advisors
Ontario, Canada
$558K +$262K +1,347 +100%
BAMF
502
BI Asset Management Fondsmaeglerselskab
Denmark
$557K +$6.03K +31 +1%
CPIG
503
Chicago Partners Investment Group
Illinois
$557K +$172K +887 +44%
EWM
504
Evercore Wealth Management
New York
$554K +$20.2K +104 +4%
AII
505
AGF Investments Inc
Ontario, Canada
$552K -$170K -872 -25%
B
506
Barings
North Carolina
$547K -$1.26M -6,461 -71%
HIM
507
Hillsdale Investment Management
Ontario, Canada
$547K -$17.5K -90 -3%
UH
508
Unigestion Holding
Switzerland
$543K +$508K +2,615 New
BCM
509
Brooktree Capital Management
Michigan
$537K -$28.6K -147 -5%
PTP
510
Platform Technology Partners
New York
$522K +$41.6K +214 +9%
FWIA
511
Fort Washington Investment Advisors
Ohio
$521K -$1.18M -6,077 -71%
OAM
512
Optimal Asset Management
California
$520K -$487K -2,505 -50%
CC
513
Chicago Capital
Illinois
$519K – – –
CWM
514
Circle Wealth Management
New Jersey
$519K +$90K +463 +23%
BG
515
Bellevue Group
Switzerland
$517K – – –
NFG
516
Next Financial Group
Texas
$517K +$107K +548 +28%
CCP
517
Corient Capital Partners
California
$515K +$15.4K +79 +3%
RA
518
RFG Advisory
Alabama
$513K +$5.44K +28 +1%
MAM
519
Madison Asset Management
Wisconsin
$511K +$69.8K +359 +17%
SLAM
520
Swiss Life Asset Management
$509K – – –
ATPW
521
Ashton Thomas Private Wealth
Arizona
$494K +$109K +559 +31%
CHAM
522
Clear Harbor Asset Management
Connecticut
$490K +$1.17K +6 +0.3%
GT
523
Glenmede Trust
Pennsylvania
$487K +$57.5K +296 +14%
LS
524
Livforsakringsbolaget Skandia
Sweden
$481K +$136K +700 +43%
SI
525
Stephens Inc
Arkansas
$474K -$226K -1,164 -34%
19 20
21
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