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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
501
First Trust Direct Indexing
Massachusetts
$496K +$114K +610 +27%
TW
502
Transform Wealth
Colorado
$495K -$103K -551 -16%
MGP
503
Metis Global Partners
California
$488K +$59.5K +319 +13%
RA
504
RFG Advisory
Alabama
$484K -$19.8K -106 -4%
AFP
505
Ausdal Financial Partners
Iowa
$472K – – –
WP
506
WMS Partners
Maryland
$468K -$49.8K -267 -9%
Assenagon Asset Management
507
Assenagon Asset Management
Luxembourg
$461K +$164K +877 +49%
AP
508
Advisor Partners
California
$451K -$89.3K -479 -16%
VCA
509
Verdence Capital Advisors
Maryland
$450K -$55.9K -300 -10%
EWM
510
Evercore Wealth Management
New York
$443K – – –
EI
511
Ellevest Inc
New York
$443K +$38.6K +207 +9%
FWIA
512
Fort Washington Investment Advisors
Ohio
$434K – – –
SSA
513
Schonfeld Strategic Advisors
New York
$433K +$466K +2,500 New
GIA
514
Gateway Investment Advisers
Ohio
$428K -$50.2K -269 -10%
CQS
515
Credential Qtrade Securities
$416K -$156K -836 -26%
MM
516
MQS Management
New York
$412K +$192K +1,029 +76%
BTWM
517
Baker Tilly Wealth Management
Wisconsin
$411K +$69.6K +373 +19%
IC
518
IEQ Capital
California
$409K -$144K -771 -25%
PI
519
PEAK6 Investments
Illinois
$407K -$40.3K -216 -11%
BFM
520
Boston Financial Management
Massachusetts
$405K +$746 +4 +0.2%
Northwestern Mutual Wealth Management
521
Northwestern Mutual Wealth Management
Wisconsin
$402K +$95.1K +510 +28%
DAS
522
Dynamic Advisor Solutions
Arizona
$401K -$1.49K -8 -0.3%
PTP
523
Platform Technology Partners
New York
$399K -$20K -107 -4%
DCM
524
Donaldson Capital Management
Indiana
$393K -$384K -2,059 -48%
W
525
WealthOne
New York
$392K – – –