We are live on ! Find out more
VRSK icon

Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
501
MinichMacGregor Wealth Management
New York
$554K +$1.12K +6 +0.2%
BWP
502
BSW Wealth Partners
Colorado
$548K -$57.8K -309 -9%
EMG
503
ETF Managers Group
New Jersey
$545K +$23.6K +126 +4%
MGP
504
Metis Global Partners
California
$536K +$59.8K +320 +11%
BFS
505
Bradley Foster & Sargent
Connecticut
$526K – – –
ECM
506
Everence Capital Management
Indiana
$518K – – –
CS
507
Cannell & Spears
New York
$512K – – –
VFA
508
Values First Advisors
Tennessee
$500K +$10.3K +55 +2%
FTDI
509
First Trust Direct Indexing
Massachusetts
$500K +$12.5K +67 +2%
API
510
Advisor Partners II
California
$491K +$538K +2,877 New
HIM
511
Hillsdale Investment Management
Ontario, Canada
$477K +$523K +2,800 New
CTA
512
Chesley Taft & Associates
Illinois
$476K +$123K +660 +31%
AAM
513
Advisors Asset Management
Colorado
$471K -$128K -684 -20%
AFP
514
Ausdal Financial Partners
Iowa
$470K +$5.79K +31 +1%
FL
515
Fort LP
Maryland
$468K -$332K -1,774 -39%
IG
516
ING Group
Netherlands
$467K -$409K -2,189 -44%
LA
517
Legacy Advisors
Pennsylvania
$456K +$77.9K +417 +18%
RC
518
RegentAtlantic Capital
New Jersey
$456K +$170K +909 +52%
GIA
519
Gateway Investment Advisers
Ohio
$455K +$37K +198 +8%
VCA
520
Verdence Capital Advisors
Maryland
$448K +$5.23K +28 +1%
EWM
521
Evercore Wealth Management
New York
$437K – – –
MYLI
522
Meiji Yasuda Life Insurance
Japan
$425K +$466K +2,491 New
BC
523
Bridgefront Capital
Texas
$421K +$136K +729 +42%
BCM
524
Bayesian Capital Management
New York
$421K +$462K +2,470 New
RA
525
RFG Advisory
Alabama
$417K +$1.5K +8 +0.3%
19 20
21
22 23