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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
CBOA
526
Commonwealth Bank of Australia
Australia
$25K – – –
PGWM
527
Parisi Gray Wealth Management
New Jersey
$24K – – –
GWS
528
Glassman Wealth Services
Virginia
$21K -$698 -6 -3%
RFA
529
Reilly Financial Advisors
California
$20K – – –
TCOV
530
Trust Company of Vermont
Vermont
$19K +$2.09K +18 +13%
AA
531
Ancora Advisors
Ohio
$19K +$18K +155 New
RA
532
Rational Advisors
New York
$18K +$14.2K +122 +469%
PA
533
Parallel Advisors
California
$17K – – –
ZB
534
Zions Bancorporation
Utah
$16K +$233 +2 +2%
JA
535
JOYN Advisors
Georgia
$16K +$349 +3 +2%
S
536
SignatureFD
Georgia
$16K +$7.33K +63 +93%
CFD
537
Creative Financial Designs
Indiana
$14K -$7.33K -63 -35%
MA
538
MCF Advisors
Kentucky
$13K – – –
VCM
539
Versant Capital Management
Arizona
$12K -$3.26K -28 -21%
PCP
540
Proficio Capital Partners
Massachusetts
$12K – – –
AF
541
Allworth Financial
California
$12K +$11.6K +100 New
TSW
542
Thompson Siegel & Walmsley
Virginia
$11K – – –
TL
543
TrueWealth LLC
Georgia
$11K – – –
FHA
544
Flagship Harbor Advisors
Massachusetts
$11K +$7.33K +63 +197%
CIA
545
CSat Investment Advisory
Michigan
$10K -$698 -6 -6%
CJA
546
C-J Advisory
California
$10K – – –
WEC
547
Winslow Evans & Crocker
Massachusetts
$10K – – –
SIM
548
Sonora Investment Management
Arizona
$9K – – –
FGAM
549
Financial Gravity Asset Management
Texas
$9K +$931 +8 +11%
SPIA
550
Steward Partners Investment Advisory
New York
$9K +$3.84K +33 +87%
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