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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
Caprock Group
526
Caprock Group
Idaho
$448K +$30.6K +169 +8%
AAM
527
Azzad Asset Management
Virginia
$443K -$724 -4 -0.2%
PTP
528
Platform Technology Partners
New York
$442K – – –
SSWM
529
Strait & Sound Wealth Management
California
$435K +$12K +66 +3%
W
530
WealthOne
New York
$435K – – –
DG
531
DMC Group
Alabama
$432K +$57.4K +317 +16%
Ritholtz Wealth Management
532
Ritholtz Wealth Management
New York
$431K -$11.8K -65 -3%
Donaldson Capital Management
533
Donaldson Capital Management
Indiana
$429K +$1.63K +9 +0.4%
SignatureFD
534
SignatureFD
Georgia
$425K +$13.4K +74 +3%
Cetera Advisors
535
Cetera Advisors
Colorado
$423K +$93.3K +515 +30%
AIM
536
Arcadia Investment Management
Michigan
$422K -$518K -2,862 -57%
RP
537
Riverwater Partners
Wisconsin
$420K – – –
TW
538
Transform Wealth
Colorado
$418K -$21.2K -117 -5%
Huntington National Bank
539
Huntington National Bank
Ohio
$418K +$9.24K +51 +2%
WP
540
WMS Partners
Maryland
$417K -$9.6K -53 -2%
MSFS
541
Main Street Financial Solutions
Pennsylvania
$417K +$20.5K +113 +6%
NG
542
NWK Group
California
$416K – – –
Dynamic Advisor Solutions
543
Dynamic Advisor Solutions
Arizona
$412K -$3.08K -17 -0.8%
DP
544
Dearborn Partners
Illinois
$409K -$109K -601 -22%
SIG
545
Sky Investment Group
Connecticut
$403K – – –
Exchange Traded Concepts
546
Exchange Traded Concepts
Oklahoma
$403K +$14.3K +79 +4%
AT
547
Avalon Trust
New Mexico
$392K +$370K +2,041 New
KTC
548
Kistler-Tiffany Companies
Pennsylvania
$391K +$165K +910 +81%
PVM
549
Palogic Value Management
Texas
$379K +$57.6K +318 +19%
Quadrant Capital Group
550
Quadrant Capital Group
Ohio
$379K +$43.8K +242 +14%