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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
526
RFG Advisory
Alabama
$417K +$1.5K +8 +0.3%
APP
527
Avantax Planning Partners
Iowa
$415K +$455K +2,432 New
EI
528
Ellevest Inc
New York
$409K -$29.7K -159 -6%
S
529
SignatureFD
Georgia
$408K +$105K +563 +31%
CWM
530
CIBC World Markets
New York
$406K -$3.26M -17,449 -88%
TW
531
Transform Wealth
Colorado
$402K -$93.8K -502 -18%
DAS
532
Dynamic Advisor Solutions
Arizona
$397K +$2.24K +12 +0.5%
PTP
533
Platform Technology Partners
New York
$393K – – –
BTWM
534
Baker Tilly Wealth Management
Wisconsin
$390K -$15.5K -83 -3%
CQS
535
Credential Qtrade Securities
$388K -$23.9K -128 -5%
PFO
536
Pathstone Family Office
New Jersey
$386K +$132K +706 +45%
W
537
WealthOne
New York
$386K – – –
BAMF
538
BI Asset Management Fondsmaeglerselskab
Denmark
$383K -$260K -1,389 -38%
WP
539
WMS Partners
Maryland
$383K -$84.9K -454 -17%
P
540
Pitcairn
Pennsylvania
$381K +$15K +80 +4%
DCM
541
Donaldson Capital Management
Indiana
$380K -$8.04K -43 -2%
CG
542
Caprock Group
Idaho
$376K +$41.7K +223 +11%
SIG
543
Sky Investment Group
Connecticut
$375K – – –
FP
544
Foundry Partners
Minnesota
$374K +$106K +566 +35%
RP
545
Riverwater Partners
Wisconsin
$373K – – –
NG
546
NWK Group
California
$370K – – –
NIM
547
NuWave Investment Management
New Jersey
$366K +$402K +2,149 New
HNB
548
Huntington National Bank
Ohio
$365K +$198K +1,057 +98%
WS
549
Wedbush Securities
California
$360K +$36.3K +194 +10%
MAM
550
Madison Asset Management
Wisconsin
$359K -$9.16K -49 -2%
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