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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
TW
501
Transform Wealth
Colorado
$495K -$103K -551 -16%
MGP
502
Metis Global Partners
California
$488K +$59.5K +319 +13%
RA
503
RFG Advisory
Alabama
$484K -$19.8K -106 -4%
AFP
504
Ausdal Financial Partners
Iowa
$472K
WP
505
WMS Partners
Maryland
$468K -$49.8K -267 -9%
Assenagon Asset Management
506
Assenagon Asset Management
Luxembourg
$461K +$164K +877 +49%
AP
507
Advisor Partners
California
$451K -$89.3K -479 -16%
VCA
508
Verdence Capital Advisors
Maryland
$450K -$55.9K -300 -10%
EWM
509
Evercore Wealth Management
New York
$443K
EI
510
Ellevest Inc
New York
$443K +$38.6K +207 +9%
FWIA
511
Fort Washington Investment Advisors
Ohio
$434K
SSA
512
Schonfeld Strategic Advisors
New York
$433K +$466K +2,500 New
GIA
513
Gateway Investment Advisers
Ohio
$428K -$50.2K -269 -10%
CQS
514
Credential Qtrade Securities
$416K -$156K -836 -26%
MM
515
MQS Management
New York
$412K +$192K +1,029 +76%
BTWM
516
Baker Tilly Wealth Management
Wisconsin
$411K +$69.6K +373 +19%
IC
517
IEQ Capital
California
$409K -$144K -771 -25%
BFM
518
Boston Financial Management
Massachusetts
$405K +$746 +4 +0.2%
Northwestern Mutual Wealth Management
519
Northwestern Mutual Wealth Management
Wisconsin
$402K +$95.1K +510 +28%
DAS
520
Dynamic Advisor Solutions
Arizona
$401K -$1.49K -8 -0.3%
PTP
521
Platform Technology Partners
New York
$399K -$20K -107 -4%
DCM
522
Donaldson Capital Management
Indiana
$393K -$384K -2,059 -48%
W
523
WealthOne
New York
$392K
LA
524
Legacy Advisors
Pennsylvania
$391K +$156K +836 +59%
FFA
525
First Foundation Advisors
California
$387K -$118K -635 -22%