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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
526
First Personal Financial Services
North Carolina
$63K
GLI
527
Guardian Life Insurance
New York
$62K
TC
528
Truvestments Capital
Florida
$61K +$55.6K +457 New
CFA
529
Carroll Financial Associates
North Carolina
$60K
ST
530
Smithfield Trust
Pennsylvania
$59K
WTC
531
WhitTier Trust Company
Nevada
$54K
PCM
532
Prelude Capital Management
New York
$50K +$45.6K +375 New
LC
533
Lavaca Capital
Texas
$45K +$36.5K +300 +789%
FCA
534
FinTrust Capital Advisors
South Carolina
$42K
BG
535
Bollard Group
Massachusetts
$40K +$122 +1 +0.3%
EWM
536
Executive Wealth Management
Michigan
$39K -$730 -6 -2%
RWA
537
Ropes Wealth Advisors
Massachusetts
$39K +$35.8K +294 New
SLF
538
Sun Life Financial
Ontario, Canada
$37K -$21.3K -175 -39%
PCG
539
Private Capital Group
Connecticut
$36K
SAM
540
Strategy Asset Managers
California
$35K -$2.78M -22,867 -99%
GWS
541
Glassman Wealth Services
Virginia
$33K +$9.13K +75 +43%
AF
542
Advisornet Financial
Minnesota
$32K +$14K +115 +92%
ClearBridge Investments
543
ClearBridge Investments
New York
$30K
CBOA
544
Commonwealth Bank of Australia
Australia
$30K
TWA
545
TCI Wealth Advisors
Arizona
$28K -$608 -5 -2%
S
546
SignatureFD
Georgia
$27K +$12.9K +106 +113%
PGWM
547
Parisi Gray Wealth Management
New Jersey
$26K
MNBTD
548
Moody National Bank Trust Division
Texas
$26K +$4.62K +38 +24%
HGWM
549
Harvest Group Wealth Management
Massachusetts
$26K +$23.4K +192 New
KPW
550
Kore Private Wealth
New York
$24K +$12.9K +106 +147%