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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
501
Brooktree Capital Management
Michigan
$447K -$10.4K -57 -2%
FWIA
502
Fort Washington Investment Advisors
Ohio
$443K
NFG
503
Next Financial Group
Texas
$440K -$183 -1 -0%
RJT
504
Raymond James Trust
Florida
$436K +$118K +646 +36%
MAM
505
Madison Asset Management
Wisconsin
$435K
IA
506
IFP Advisors
Florida
$429K +$125K +685 +39%
CCP
507
Corient Capital Partners
California
$427K -$11.7K -64 -3%
CHAM
508
Clear Harbor Asset Management
Connecticut
$424K +$6.78K +37 +2%
B
509
Barings
North Carolina
$420K -$46.7K -255 -10%
BRWA
510
B. Riley Wealth Advisors
Florida
$419K +$120K +655 +38%
CWM
511
Circle Wealth Management
New Jersey
$414K -$28.8K -157 -6%
LS
512
Livforsakringsbolaget Skandia
Sweden
$410K
EMG
513
ETF Managers Group
New Jersey
$405K +$56.4K +308 +15%
FT
514
Fiduciary Trust
Massachusetts
$403K +$418K +2,282 New
MG
515
Meritage Group
California
$396K
CWM
516
Chesapeake Wealth Management
Virginia
$393K -$321K -1,755 -44%
Nomura Holdings
517
Nomura Holdings
Japan
$392K -$1.57M -8,594 -79%
KPWS
518
Kestra Private Wealth Services
Texas
$388K +$62.5K +341 +18%
NG
519
NWK Group
California
$383K
BP
520
Ballentine Partners
Massachusetts
$383K +$16.1K +88 +4%
SGI
521
Summit Global Investments
Utah
$381K -$1.93M -10,553 -83%
SLAM
522
Swiss Life Asset Management
$381K -$54.9K -300 -12%
DT
523
Diversified Trust
Tennessee
$363K +$376K +2,054 New
TPA
524
Trivium Point Advisory
Connecticut
$361K +$83.3K +455 +29%
DAS
525
Dynamic Advisor Solutions
Arizona
$359K -$39.7K -217 -10%