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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
TP
526
Tranquility Partners
Tennessee
$768K +$14.7K +61 +2%
HCM
527
Highview Capital Management
Illinois
$766K – – –
MWM
528
MinichMacGregor Wealth Management
New York
$765K -$15.4K -64 -2%
EW
529
Evoke Wealth
California
$761K +$775K +3,228 New
RAG
530
RIA Advisory Group
Iowa
$760K +$512K +2,132 +195%
Public Sector Pension Investment Board (PSP Investments)
531
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$758K -$24K -100 -3%
BI Asset Management Fondsmaeglerselskab
532
BI Asset Management Fondsmaeglerselskab
Denmark
$756K +$39.6K +165 +5%
QI
533
Qtron Investments
Massachusetts
$749K +$136K +567 +22%
Bradley Foster & Sargent
534
Bradley Foster & Sargent
Connecticut
$748K – – –
Oversea-Chinese Banking Corp (OCBC)
535
Oversea-Chinese Banking Corp (OCBC)
Singapore
$742K – – –
Dynasty Wealth Management
536
Dynasty Wealth Management
Florida
$738K +$752K +3,129 New
Kingsview Wealth Management
537
Kingsview Wealth Management
Oregon
$736K -$7.21K -30 -1%
Williams Jones Wealth Management
538
Williams Jones Wealth Management
New York
$731K +$240 +1 +0%
Loomis, Sayles & Company
539
Loomis, Sayles & Company
Massachusetts
$729K +$717K +2,987 +2,792%
Advisory Services Network
540
Advisory Services Network
Georgia
$720K -$18.5K -77 -2%
Degroof Petercam Asset Management
541
Degroof Petercam Asset Management
Belgium
$719K -$216K -900 -23%
Lincoln National Corp
542
Lincoln National Corp
Pennsylvania
$718K +$86K +358 +13%
Burney Company
543
Burney Company
Virginia
$714K -$355K -1,480 -33%
PP
544
Pegasus Partners
Wisconsin
$714K -$68.7K -286 -9%
Kestra Private Wealth Services
545
Kestra Private Wealth Services
Texas
$712K +$214K +889 +42%
AE Wealth Management
546
AE Wealth Management
Kansas
$690K -$2.22M -9,257 -76%
Tudor Investment Corp
547
Tudor Investment Corp
Connecticut
$686K +$699K +2,908 New
Jefferies Financial Group
548
Jefferies Financial Group
New York
$684K +$69.2K +288 +11%
ATC
549
Argent Trust Co
Tennessee
$669K +$23.8K +99 +4%
Cullen/Frost Bankers
550
Cullen/Frost Bankers
Texas
$666K -$84.3K -351 -11%