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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
EI
501
Ellevest Inc
New York
$566K +$90.9K +502 +21%
SCA
502
Snowden Capital Advisors
New York
$564K +$15.2K +84 +3%
Quantinno Capital Management
503
Quantinno Capital Management
New York
$563K -$132K -730 -20%
BTWM
504
Baker Tilly Wealth Management
Wisconsin
$557K +$17.6K +97 +3%
FCM
505
FJ Capital Management
Virginia
$554K +$523K +2,890 New
Achmea Investment Management
506
Achmea Investment Management
Netherlands
$539K – – –
ATC
507
Argent Trust Co
Tennessee
$535K -$94K -519 -16%
AssetMark Inc
508
AssetMark Inc
California
$534K +$181K +1,000 +56%
SW
509
SVB Wealth
Massachusetts
$533K +$123K +680 +32%
AFP
510
Ausdal Financial Partners
Iowa
$521K -$3.08K -17 -0.6%
MCM
511
Manchester Capital Management
Vermont
$520K +$40.4K +223 +9%
LAS
512
LWM Advisory Services
Florida
$509K – – –
Chicago Partners Investment Group
513
Chicago Partners Investment Group
Illinois
$504K -$330K -1,824 -41%
Lincoln National Corp
514
Lincoln National Corp
Pennsylvania
$503K +$43.3K +239 +10%
MAS
515
Meeder Advisory Services
Ohio
$499K -$58.1K -321 -11%
RFG Advisory
516
RFG Advisory
Alabama
$496K +$6.88K +38 +1%
Evercore Wealth Management
517
Evercore Wealth Management
New York
$495K – – –
Citizens Financial Group
518
Citizens Financial Group
Rhode Island
$493K +$86.6K +478 +23%
EBT
519
Enterprise Bank & Trust
Massachusetts
$489K – – –
Waldron Private Wealth
520
Waldron Private Wealth
Pennsylvania
$482K +$455K +2,511 New
BCM
521
Bayesian Capital Management
New York
$478K +$451K +2,490 New
MYAM
522
Meiji Yasuda Asset Management
Japan
$465K -$709K -3,916 -62%
VCA
523
Verdence Capital Advisors
Maryland
$459K +$33.7K +186 +8%
Vident Investment Advisory
524
Vident Investment Advisory
Georgia
$458K +$77.7K +429 +22%
Stock Yards Bank & Trust
525
Stock Yards Bank & Trust
Kentucky
$452K – – –