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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
MCG
501
McCollum Christoferson Group
New York
$561K – – –
MWM
502
MinichMacGregor Wealth Management
New York
$554K +$1.12K +6 +0.2%
BWP
503
BSW Wealth Partners
Colorado
$548K -$57.8K -309 -9%
EMG
504
ETF Managers Group
New Jersey
$545K +$23.6K +126 +4%
MGP
505
Metis Global Partners
California
$536K +$59.8K +320 +11%
BFS
506
Bradley Foster & Sargent
Connecticut
$526K – – –
ECM
507
Everence Capital Management
Indiana
$518K – – –
CS
508
Cannell & Spears
New York
$512K – – –
VFA
509
Values First Advisors
Tennessee
$500K +$10.3K +55 +2%
FTDI
510
First Trust Direct Indexing
Massachusetts
$500K +$12.5K +67 +2%
API
511
Advisor Partners II
California
$491K +$538K +2,877 New
HIM
512
Hillsdale Investment Management
Ontario, Canada
$477K +$523K +2,800 New
CTA
513
Chesley Taft & Associates
Illinois
$476K +$123K +660 +31%
AAM
514
Advisors Asset Management
Colorado
$471K -$128K -684 -20%
AFP
515
Ausdal Financial Partners
Iowa
$470K +$5.79K +31 +1%
FL
516
Fort LP
Maryland
$468K -$332K -1,774 -39%
IG
517
ING Group
Netherlands
$467K -$409K -2,189 -44%
LA
518
Legacy Advisors
Pennsylvania
$456K +$77.9K +417 +18%
RC
519
RegentAtlantic Capital
New Jersey
$456K +$170K +909 +52%
GIA
520
Gateway Investment Advisers
Ohio
$455K +$37K +198 +8%
VCA
521
Verdence Capital Advisors
Maryland
$448K +$5.23K +28 +1%
EWM
522
Evercore Wealth Management
New York
$437K – – –
MYLI
523
Meiji Yasuda Life Insurance
Japan
$425K +$466K +2,491 New
BC
524
Bridgefront Capital
Texas
$421K +$136K +729 +42%
BCM
525
Bayesian Capital Management
New York
$421K +$462K +2,470 New