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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
Williams Jones Wealth Management
501
Williams Jones Wealth Management
New York
$740K +$733K +3,098 New
Robertson Stephens Wealth Management
502
Robertson Stephens Wealth Management
California
$730K -$14.4K -61 -2%
EI
503
Ellevest Inc
New York
$727K +$218K +920 +43%
Dakota Wealth Management
504
Dakota Wealth Management
Florida
$726K -$166K -701 -19%
BI Asset Management Fondsmaeglerselskab
505
BI Asset Management Fondsmaeglerselskab
Denmark
$726K -$8.76K -37 -1%
Federation des caisses Desjardins du Quebec
506
Federation des caisses Desjardins du Quebec
Quebec, Canada
$724K -$3.55K -15 -0.5%
Nomura Holdings
507
Nomura Holdings
Japan
$698K +$692K +2,924 New
Walleye Trading
508
Walleye Trading
New York
$697K -$2.11M -8,919 -75%
Cetera Advisors
509
Cetera Advisors
Colorado
$696K +$153K +645 +28%
Caprock Group
510
Caprock Group
Idaho
$690K +$40K +169 +6%
United Capital Financial Advisors
511
United Capital Financial Advisors
Texas
$686K +$418K +1,766 +160%
SEC
512
Seven Eight Capital
New York
$670K +$664K +2,805 New
MCG
513
McCollum Christoferson Group
New York
$668K -$8.29K -35 -1%
Hills Bank & Trust
514
Hills Bank & Trust
Iowa
$666K -$119K -501 -15%
Glenview Trust
515
Glenview Trust
Kentucky
$660K +$3.55K +15 +0.5%
ATC
516
Argent Trust Co
Tennessee
$655K -$1.66K -7 -0.3%
VFA
517
Voya Financial Advisors
Connecticut
$653K -$8.76K -37 -1%
AFP
518
Ausdal Financial Partners
Iowa
$651K -$1.42K -6 -0.2%
SP
519
Symmetry Partners
Connecticut
$649K -$141K -595 -18%
Lincoln National Corp
520
Lincoln National Corp
Pennsylvania
$642K +$127K +535 +25%
Private Advisor Group
521
Private Advisor Group
New Jersey
$641K +$52.6K +222 +9%
IWA
522
Icon Wealth Advisors
Texas
$627K +$621K +2,623 New
RFG Advisory
523
RFG Advisory
Alabama
$626K +$19.2K +81 +3%
Jefferies Financial Group
524
Jefferies Financial Group
New York
$624K -$11.1K -47 -2%
Curi RMB Capital
525
Curi RMB Capital
Illinois
$624K -$116K -489 -16%