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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
501
Freedom Investment Management
Connecticut
$921K +$22K +79 +2%
IEFM
502
IQ EQ Fund Management
Ireland
$918K -$1.46M -5,241 -61%
GI
503
GAMMA Investing
California
$911K +$152K +545 +20%
MWM
504
MinichMacGregor Wealth Management
New York
$910K +$1.67K +6 +0.2%
ET
505
Entropy Technologies
New York
$910K +$279K +1,004 +44%
GIA
506
Gateway Investment Advisers
Ohio
$903K -$510K -1,832 -36%
GT
507
Glenview Trust
Kentucky
$899K -$2.78K -10 -0.3%
HCM
508
Highview Capital Management
Illinois
$895K – – –
RAG
509
RIA Advisory Group
Iowa
$893K -$116K -418 -11%
AWS
510
Atria Wealth Solutions
New York
$891K -$952K -3,420 -51%
HWM
511
HB Wealth Management
Georgia
$881K +$53.2K +191 +6%
TP
512
Tranquility Partners
Tennessee
$879K -$22K -79 -2%
BFS
513
Bradley Foster & Sargent
Connecticut
$874K – – –
MIM
514
MTM Investment Management
South Carolina
$873K +$278 +1 +0%
KWM
515
Kingsview Wealth Management
Oregon
$870K +$3.34K +12 +0.4%
QCM
516
Qsemble Capital Management
New York
$868K +$877K +3,151 New
MAS
517
Meeder Advisory Services
Ohio
$867K +$16.7K +60 +2%
CFB
518
Cullen/Frost Bankers
Texas
$865K -$85.4K -307 -9%
AAM
519
Advisors Asset Management
Colorado
$857K -$11.4K -41 -1%
SCA
520
Snowden Capital Advisors
New York
$843K +$3.34K +12 +0.4%
PAG
521
Private Advisor Group
New Jersey
$835K -$52.3K -188 -6%
XT
522
XTX Topco
Cayman Islands
$830K -$594K -2,135 -41%
QC
523
Quantessence Capital
New York
$826K +$835K +3,000 New
NG
524
Novem Group
New York
$820K +$828K +2,977 New
SFI
525
Siemens Fonds Invest
Germany
$813K -$200K -717 -20%
19 20
21
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