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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
526
Robertson Stephens Wealth Management
California
$713K -$224K -1,068 -25%
CRC
527
Curi RMB Capital
Illinois
$713K -$9.45K -45 -1%
KWM
528
Kingsview Wealth Management
Oregon
$711K
Assenagon Asset Management
529
Assenagon Asset Management
Luxembourg
$703K -$6.51K -31 -1%
FDCDDQ
530
Federation des caisses Desjardins du Quebec
Quebec, Canada
$700K -$1.44M -6,875 -69%
BFS
531
Bradley Foster & Sargent
Connecticut
$697K
EI
532
Ellevest Inc
New York
$695K +$26.7K +127 +4%
BTWM
533
Baker Tilly Wealth Management
Wisconsin
$677K +$20K +95 +3%
CG
534
Caprock Group
Idaho
$670K +$133K +631 +27%
MCG
535
McCollum Christoferson Group
New York
$666K -$48.9K -233 -7%
VCA
536
Verdence Capital Advisors
Maryland
$659K +$110K +523 +22%
IWP
537
Icon Wealth Partners
Texas
$653K -$91.6K -436 -13%
BAMF
538
BI Asset Management Fondsmaeglerselskab
Denmark
$653K -$72.5K -345 -11%
JF
539
Jump Financial
Illinois
$653K -$2.65M -12,613 -81%
SCA
540
Snowden Capital Advisors
New York
$643K -$20.2K -96 -3%
VFA
541
Values First Advisors
Tennessee
$640K -$50.6K -241 -8%
VFA
542
Voya Financial Advisors
Connecticut
$629K -$313K -1,492 -35%
ATC
543
Argent Trust Co
Tennessee
$621K -$8.19K -39 -1%
BBHC
544
Brown Brothers Harriman & Co
New York
$620K -$150K -716 -21%
VCM
545
Virtue Capital Management
Tennessee
$619K -$99.3K -473 -15%
AFP
546
Ausdal Financial Partners
Iowa
$615K +$1.05K +5 +0.2%
MAS
547
Meeder Advisory Services
Ohio
$605K +$15.1K +72 +3%
BAAM
548
Baker Avenue Asset Management
California
$603K +$543K +2,585 +3,152%
RA
549
RFG Advisory
Alabama
$597K +$12.2K +58 +2%
EBT
550
Enterprise Bank & Trust
Massachusetts
$576K