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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
501
Raymond James Trust
Florida
$493K +$32.9K +170 +7%
BMCM
502
Burns Matteson Capital Management
New York
$489K +$112K +576 +31%
BCM
503
Brooktree Capital Management
Michigan
$488K -$18.2K -94 -4%
PTP
504
Platform Technology Partners
New York
$488K – – –
CHAM
505
Clear Harbor Asset Management
Connecticut
$487K +$10.7K +55 +2%
PFO
506
Pathstone Family Office
New Jersey
$482K +$226K +1,167 +94%
CT
507
Chicago Trust
Illinois
$481K – – –
OWM
508
OneAscent Wealth Management
Alabama
$474K +$458K +2,366 New
WG
509
Winton Group
United Kingdom
$473K +$458K +2,362 New
CWM
510
Calamos Wealth Management
Illinois
$471K – – –
ZB
511
Zions Bancorporation
Utah
$467K +$39.9K +206 +10%
LS
512
Livforsakringsbolaget Skandia
Sweden
$464K – – –
TC
513
TownSquare Capital
Utah
$462K +$447K +2,308 New
VI
514
Vestcor Inc
New Brunswick, Canada
$454K -$63K -325 -13%
MG
515
Meritage Group
California
$449K – – –
BP
516
Ballentine Partners
Massachusetts
$443K +$1.55K +8 +0.4%
OSAM
517
O'Shaughnessy Asset Management
Connecticut
$442K +$105K +543 +33%
DAS
518
Dynamic Advisor Solutions
Arizona
$441K +$22.5K +116 +6%
BCI
519
Brinker Capital Investments
Pennsylvania
$438K – – –
NG
520
NWK Group
California
$434K – – –
HCM
521
Heathbridge Capital Management
Ontario, Canada
$431K -$107K -550 -20%
MAM
522
Madison Asset Management
Wisconsin
$431K – – –
OFS
523
OneAscent Financial Services
Alabama
$412K +$398K +2,055 New
EF
524
Empirical Finance
Pennsylvania
$408K +$22.9K +118 +6%
IA
525
IFP Advisors
Florida
$402K -$57.3K -296 -13%
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