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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
501
Baker Tilly Wealth Management
Wisconsin
$495K +$90.7K +516 +23%
AFP
502
Ausdal Financial Partners
Iowa
$483K -$4.04K -23 -0.8%
DP
503
Dearborn Partners
Illinois
$482K +$177K +1,010 +59%
NA
504
NewEdge Advisors
Louisiana
$480K -$789K -4,491 -27%
GIA
505
Gateway Investment Advisers
Ohio
$469K -$1.41K -8 -0.3%
LAS
506
LWM Advisory Services
Florida
$469K -$308K -1,753 -40%
AIM
507
Achmea Investment Management
Netherlands
$464K -$808K -4,601 -62%
RA
508
RFG Advisory
Alabama
$459K +$17.7K +101 +4%
EWM
509
Evercore Wealth Management
New York
$456K +$3.87K +22 +0.9%
EBT
510
Enterprise Bank & Trust
Massachusetts
$450K +$448K +2,550 New
MCM
511
Manchester Capital Management
Vermont
$438K +$437K +2,485 New
EI
512
Ellevest Inc
New York
$432K +$8.43K +48 +2%
SS
513
Simplicity Solutions
Minnesota
$427K +$69.4K +395 +19%
LNC
514
Lincoln National Corp
Pennsylvania
$420K +$185K +1,054 +79%
SYBT
515
Stock Yards Bank & Trust
Kentucky
$416K -$465K -2,645 -53%
AAM
516
Azzad Asset Management
Virginia
$408K -$1.06M -6,032 -72%
RWM
517
Ritholtz Wealth Management
New York
$408K -$476K -2,711 -54%
XT
518
XTX Topco
Cayman Islands
$407K -$430K -2,449 -52%
PTP
519
Platform Technology Partners
New York
$407K – – –
TW
520
Transform Wealth
Colorado
$405K -$10K -57 -2%
P
521
Pitcairn
Pennsylvania
$401K +$6.68K +38 +2%
SSWM
522
Strait & Sound Wealth Management
California
$400K +$387K +2,202 New
W
523
WealthOne
New York
$400K – – –
DZ Bank
524
DZ Bank
Germany
$394K -$3.4M -19,355 -90%
WP
525
WMS Partners
Maryland
$393K -$3.16K -18 -0.8%