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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
IndexIQ Advisors
501
IndexIQ Advisors
New York
$574K -$1.18K -6 -0.2%
EP Wealth Advisors
502
EP Wealth Advisors
California
$571K +$187K +947 +55%
Cresset Asset Management
503
Cresset Asset Management
Illinois
$567K -$37.5K -190 -7%
Jump Financial
504
Jump Financial
Illinois
$557K +$276K +1,402 +118%
Spire Wealth Management
505
Spire Wealth Management
Virginia
$554K -$563K -2,856 -53%
Exchange Traded Concepts
506
Exchange Traded Concepts
Oklahoma
$551K -$32.9K -167 -6%
Evercore Wealth Management
507
Evercore Wealth Management
New York
$549K – – –
RFG Advisory
508
RFG Advisory
Alabama
$546K -$32.1K -163 -6%
IRF
509
IBM Retirement Fund
New York
$543K -$21.1K -107 -4%
Fort Washington Investment Advisors
510
Fort Washington Investment Advisors
Ohio
$538K – – –
Metis Global Partners
511
Metis Global Partners
California
$537K +$216K +1,093 +78%
GIA
512
Gladstone Institutional Advisory
Florida
$532K +$489K +2,478 New
Vestcor Inc
513
Vestcor Inc
New Brunswick, Canada
$520K +$105K +530 +28%
PTP
514
Platform Technology Partners
New York
$518K -$3.15K -16 -0.7%
BI Asset Management Fondsmaeglerselskab
515
BI Asset Management Fondsmaeglerselskab
Denmark
$517K +$475K +2,408 New
OWM
516
OneAscent Wealth Management
Alabama
$507K +$466K +2,364 New
EI
517
Ellevest Inc
New York
$505K +$78.3K +397 +20%
Chilton Investment Company
518
Chilton Investment Company
Connecticut
$504K +$98.6K +500 +27%
Element Capital Management
519
Element Capital Management
New York
$504K +$463K +2,350 New
Boston Financial Management
520
Boston Financial Management
Massachusetts
$501K – – –
Dynamic Advisor Solutions
521
Dynamic Advisor Solutions
Arizona
$499K -$6.7K -34 -1%
Hillsdale Investment Management
522
Hillsdale Investment Management
Ontario, Canada
$494K -$59.2K -300 -12%
AP
523
Advisors Preferred
Maryland
$490K -$6.39M -32,419 -93%
W
524
WealthOne
New York
$486K -$207K -1,050 -32%
SignatureFD
525
SignatureFD
Georgia
$486K +$46.1K +234 +12%