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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
501
Cresset Asset Management
Illinois
$567K -$37.5K -190 -7%
JF
502
Jump Financial
Illinois
$557K +$276K +1,402 +118%
SWM
503
Spire Wealth Management
Virginia
$554K -$563K -2,856 -53%
ETC
504
Exchange Traded Concepts
Oklahoma
$551K -$32.9K -167 -6%
EWM
505
Evercore Wealth Management
New York
$549K – – –
RA
506
RFG Advisory
Alabama
$546K -$32.1K -163 -6%
IRF
507
IBM Retirement Fund
New York
$543K -$21.1K -107 -4%
FWIA
508
Fort Washington Investment Advisors
Ohio
$538K – – –
MGP
509
Metis Global Partners
California
$537K +$216K +1,093 +78%
GIA
510
Gladstone Institutional Advisory
Florida
$532K +$489K +2,478 New
VI
511
Vestcor Inc
New Brunswick, Canada
$520K +$105K +530 +28%
PTP
512
Platform Technology Partners
New York
$518K -$3.15K -16 -0.7%
BAMF
513
BI Asset Management Fondsmaeglerselskab
Denmark
$517K +$475K +2,408 New
OWM
514
OneAscent Wealth Management
Alabama
$507K +$466K +2,364 New
EI
515
Ellevest Inc
New York
$505K +$78.3K +397 +20%
CIC
516
Chilton Investment Company
Connecticut
$504K +$98.6K +500 +27%
ECM
517
Element Capital Management
New York
$504K +$463K +2,350 New
BFM
518
Boston Financial Management
Massachusetts
$501K – – –
DAS
519
Dynamic Advisor Solutions
Arizona
$499K -$6.7K -34 -1%
HIM
520
Hillsdale Investment Management
Ontario, Canada
$494K -$59.2K -300 -12%
AP
521
Advisors Preferred
Maryland
$490K -$6.39M -32,419 -93%
W
522
WealthOne
New York
$486K -$207K -1,050 -32%
S
523
SignatureFD
Georgia
$486K +$46.1K +234 +12%
AWA
524
Aaron Wealth Advisors
Illinois
$485K +$20.5M +104,095 New
FTDI
525
First Trust Direct Indexing
Massachusetts
$484K +$57.2K +290 +15%
19 20
21
22 23