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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
501
Raymond James Trust
Florida
$717K +$146K +671 +27%
KWM
502
Kingsview Wealth Management
Oregon
$715K – – –
WT
503
Whittier Trust
California
$715K +$18.5K +85 +3%
KA
504
Kovack Advisors
Florida
$712K +$679K +3,112 New
CPIG
505
Chicago Partners Investment Group
Illinois
$711K +$54.1K +248 +7%
PM
506
Phraction Management
Connecticut
$706K +$673K +3,085 New
DP
507
Dearborn Partners
Illinois
$699K +$88.4K +405 +15%
BFS
508
Bradley Foster & Sargent
Connecticut
$698K – – –
CS
509
Cannell & Spears
New York
$686K – – –
IC
510
IEQ Capital
California
$682K +$86.4K +396 +15%
BWP
511
BSW Wealth Partners
Colorado
$678K +$31K +142 +5%
BP
512
Ballentine Partners
Massachusetts
$677K +$163K +745 +34%
AC
513
ASB Consultores
Florida
$661K +$630K +2,889 New
AP
514
Advisor Partners
California
$658K -$52.4K -240 -8%
LNWWM
515
Laird Norton Wetherby Wealth Management
California
$656K +$67.4K +309 +12%
CAM
516
Cresset Asset Management
Illinois
$649K -$67.4K -309 -10%
EF
517
Empirical Finance
Pennsylvania
$633K +$160K +731 +36%
GCP
518
GSA Capital Partners
United Kingdom
$631K +$374K +1,713 +164%
PP
519
Pegasus Partners
Wisconsin
$630K -$80.7K -370 -12%
ETC
520
Exchange Traded Concepts
Oklahoma
$625K -$81.4K -373 -12%
AFP
521
Ausdal Financial Partners
Iowa
$624K – – –
RA
522
RFG Advisory
Alabama
$619K +$30.8K +141 +5%
PDN
523
Pensionfund DSM Netherlands
Netherlands
$618K – – –
PI
524
PineBridge Investments
New York
$618K +$589K +2,700 New
IA
525
IndexIQ Advisors
New York
$613K -$23.3K -107 -4%
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