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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
501
Diversify Advisory Services
Utah
$1.03M -$80.6K -357 -7%
NG
502
Novem Group
New York
$1.01M +$1.02M +4,537 New
WT
503
Whittier Trust
California
$1.01M +$29.3K +130 +3%
AWP
504
Accretive Wealth Partners
New Jersey
$1.01M -$43.8K -194 -4%
HI
505
Horizon Investments
North Carolina
$1M -$559K -2,477 -36%
NMIMC
506
Northwestern Mutual Investment Management Company
Wisconsin
$996K – – –
EWA
507
Exencial Wealth Advisors
Oklahoma
$988K -$17.6K -78 -2%
KAS
508
Kestra Advisory Services
Texas
$983K -$760K -3,366 -43%
HR
509
Hardy Reed
Mississippi
$980K +$5.42K +24 +0.6%
CCA
510
Conestoga Capital Advisors
Pennsylvania
$972K -$251K -1,114 -20%
SPIA
511
Steward Partners Investment Advisory
New York
$970K -$23.5K -104 -2%
WA
512
Waverly Advisors
Alabama
$969K +$783K +3,468 +402%
PS
513
Pensionfund Sabic
Netherlands
$962K – – –
CGH
514
Crossmark Global Holdings
Texas
$959K -$797K -3,530 -45%
PS
515
Principal Securities
Iowa
$957K -$493K -2,185 -34%
CFO
516
Callan Family Office
Pennsylvania
$956K +$241K +1,066 +33%
QT
517
Quantbot Technologies
New York
$954K +$273K +1,208 +40%
AWP
518
Abacus Wealth Partners
California
$952K +$961K +4,257 New
BFS
519
Bradley Foster & Sargent
Connecticut
$940K – – –
MFGM
520
Marshall Financial Group (Maryland)
Maryland
$935K +$716K +3,173 +316%
TWM
521
Thrive Wealth Management
Pennsylvania
$901K +$177K +784 +24%
SCM
522
Sterling Capital Management
North Carolina
$899K +$74.7K +331 +9%
NA
523
NewEdge Advisors
Louisiana
$895K -$471K -2,086 -34%
KHCM
524
Kirtland Hills Capital Management
Ohio
$892K -$4.96K -22 -0.5%
WETS
525
Wealth Enhancement Trust Services
South Dakota
$890K +$897K +3,977 New
19 20
21
22 23