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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
PP
501
Paloma Partners
Connecticut
$459K +$141K +771 +42%
IndexIQ Advisors
502
IndexIQ Advisors
New York
$456K +$60.1K +328 +15%
Evercore Wealth Management
503
Evercore Wealth Management
New York
$455K -$17.4K -95 -4%
BWP
504
BSW Wealth Partners
Colorado
$454K +$72.9K +398 +18%
BCM
505
Brooktree Capital Management
Michigan
$447K -$10.4K -57 -2%
Fort Washington Investment Advisors
506
Fort Washington Investment Advisors
Ohio
$443K – – –
NFG
507
Next Financial Group
Texas
$440K -$183 -1 -0%
Raymond James Trust
508
Raymond James Trust
Florida
$436K +$118K +646 +36%
Madison Asset Management
509
Madison Asset Management
Wisconsin
$435K – – –
IFP Advisors
510
IFP Advisors
Florida
$429K +$125K +685 +39%
CCP
511
Corient Capital Partners
California
$427K -$11.7K -64 -3%
CHAM
512
Clear Harbor Asset Management
Connecticut
$424K +$6.78K +37 +2%
Barings
513
Barings
North Carolina
$420K -$46.7K -255 -10%
BRWA
514
B. Riley Wealth Advisors
Florida
$419K +$120K +655 +38%
Circle Wealth Management
515
Circle Wealth Management
New Jersey
$414K -$28.8K -157 -6%
Livforsakringsbolaget Skandia
516
Livforsakringsbolaget Skandia
Sweden
$410K – – –
EMG
517
ETF Managers Group
New Jersey
$405K +$56.4K +308 +15%
Fiduciary Trust
518
Fiduciary Trust
Massachusetts
$403K +$418K +2,282 New
MG
519
Meritage Group
California
$396K – – –
CWM
520
Chesapeake Wealth Management
Virginia
$393K -$321K -1,755 -44%
Nomura Holdings
521
Nomura Holdings
Japan
$392K -$1.57M -8,594 -79%
Kestra Private Wealth Services
522
Kestra Private Wealth Services
Texas
$388K +$62.5K +341 +18%
NG
523
NWK Group
California
$383K – – –
Ballentine Partners
524
Ballentine Partners
Massachusetts
$383K +$16.1K +88 +4%
SGI
525
Summit Global Investments
Utah
$381K -$1.93M -10,553 -83%