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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
KL
526
KWMG LLC
Kansas
$5K +$5.43K +51 New
SPIA
527
Steward Partners Investment Advisory
New York
$4K +$4.04K +38 New
RA
528
Rational Advisors
New York
$3K -$3.41K -32 -55%
HIM
529
Hillsdale Investment Management
Ontario, Canada
$3K -$532 -5 -14%
ML
530
McAdam LLC
Pennsylvania
$3K
TFO
531
Tarbox Family Office
California
$3K
PMFA
532
Plante Moran Financial Advisors
Michigan
$3K +$213 +2 +8%
CA
533
Centerpoint Advisors
Massachusetts
$3K +$3.19K +30 New
FHA
534
Flagship Harbor Advisors
Massachusetts
$3K +$3.41K +32 New
SWA
535
Sutton Wealth Advisors
Florida
$2.58K
MPWT
536
MassMutual Private Wealth & Trust
Connecticut
$2.58K +$2.55K +24 New
OFW
537
Omnia Family Wealth
Florida
$2K
SFM
538
Signet Financial Management
New Jersey
$2K
WT
539
Whittier Trust
California
$2K
WT
540
Washington Trust
Rhode Island
$2K +$1.92K +18 New
OSAM
541
O'Shaughnessy Asset Management
Connecticut
$2K +$2.34K +22 New
GEA
542
Glen Eagle Advisors
New Jersey
$1.94K -$106 -1 -5%
RWM
543
Raffa Wealth Management
District of Columbia
$1.4K
TG
544
TLP Group
Illinois
$1K -$235K -2,207 -100%
Canada Pension Plan Investment Board
545
Canada Pension Plan Investment Board
Ontario, Canada
$1K
LFA
546
Legacy Financial Advisors
Kentucky
$1K
TCA
547
Tortoise Capital Advisors
Kansas
$1K
CAW
548
Cornerstone Advisors (Washington)
Washington
$1K +$1.28K +12 New
AIL
549
AGF Investments LLC
Ontario, Canada
$40 +$14.3K +134 +57%
EMG
550
ETF Managers Group
New Jersey
$12 +$11K +103 +12%