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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
CF
526
Centaurus Financial
California
$5K +$5.43K +51 New
KL
527
KWMG LLC
Kansas
$5K +$5.43K +51 New
SPIA
528
Steward Partners Investment Advisory
New York
$4K +$4.04K +38 New
RA
529
Rational Advisors
New York
$3K -$3.41K -32 -55%
HIM
530
Hillsdale Investment Management
Ontario, Canada
$3K -$532 -5 -14%
ML
531
McAdam LLC
Pennsylvania
$3K – – –
TFO
532
Tarbox Family Office
California
$3K – – –
PMFA
533
Plante Moran Financial Advisors
Michigan
$3K +$213 +2 +8%
CA
534
Centerpoint Advisors
Massachusetts
$3K +$3.19K +30 New
FHA
535
Flagship Harbor Advisors
Massachusetts
$3K +$3.41K +32 New
SWA
536
Sutton Wealth Advisors
Florida
$2.58K – – –
MPWT
537
MassMutual Private Wealth & Trust
Connecticut
$2.58K +$2.55K +24 New
OFW
538
Omnia Family Wealth
Florida
$2K – – –
SFM
539
Signet Financial Management
New Jersey
$2K – – –
WT
540
Whittier Trust
California
$2K – – –
WT
541
Washington Trust
Rhode Island
$2K +$1.92K +18 New
OSAM
542
O'Shaughnessy Asset Management
Connecticut
$2K +$2.34K +22 New
GEA
543
Glen Eagle Advisors
New Jersey
$1.94K -$106 -1 -5%
RWM
544
Raffa Wealth Management
District of Columbia
$1.4K – – –
TG
545
TLP Group
Illinois
$1K -$235K -2,207 -100%
Canada Pension Plan Investment Board
546
Canada Pension Plan Investment Board
Ontario, Canada
$1K – – –
LFA
547
Legacy Financial Advisors
Kentucky
$1K – – –
TCA
548
Tortoise Capital Advisors
Kansas
$1K – – –
CAW
549
Cornerstone Advisors (Washington)
Washington
$1K +$1.28K +12 New
UIM
550
USS Investment Management
United Kingdom
– -$84.7M -795,586 Closed