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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
United Capital Financial Advisors
526
United Capital Financial Advisors
Texas
$885K +$265K +1,174 +42%
CUAMC
527
China Universal Asset Management Company
China
$882K +$57.8K +256 +7%
Gateway Investment Advisers
528
Gateway Investment Advisers
Ohio
$872K +$121K +537 +16%
Brookstone Capital Management
529
Brookstone Capital Management
Illinois
$857K +$9.93K +44 +1%
MAS
530
Meeder Advisory Services
Ohio
$846K +$178K +788 +26%
Howard Capital Management
531
Howard Capital Management
Georgia
$842K +$19K +84 +2%
SAM
532
Securian Asset Management
Minnesota
$842K -$669K -2,964 -44%
MSA
533
MUFG Securities Americas
New York
$840K -$2.93K -13 -0.3%
NewEdge Wealth
534
NewEdge Wealth
Pennsylvania
$826K -$20.4M -90,599 -96%
KRSITF
535
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$824K – – –
IHT Wealth Management
536
IHT Wealth Management
Illinois
$820K -$59.6K -264 -7%
Vise Technologies
537
Vise Technologies
New York
$818K +$258K +1,144 +46%
CHC
538
City Holding Co
West Virginia
$818K -$238K -1,053 -22%
Choreo LLC
539
Choreo LLC
Illinois
$817K -$173K -768 -17%
Cullen/Frost Bankers
540
Cullen/Frost Bankers
Texas
$812K -$1.8K -8 -0.2%
KIA
541
KCM Investment Advisors
California
$802K -$2.03K -9 -0.3%
Concurrent Investment Advisors
542
Concurrent Investment Advisors
Florida
$801K +$231K +1,025 +40%
Quadrant Capital Group
543
Quadrant Capital Group
Ohio
$783K -$781K -3,460 -50%
Curi RMB Capital
544
Curi RMB Capital
Illinois
$782K -$9.47M -41,960 -92%
OM
545
OV Management
Minnesota
$777K – – –
Independent Advisor Alliance
546
Independent Advisor Alliance
North Carolina
$769K -$262K -1,160 -25%
ABN AMRO Bank
547
ABN AMRO Bank
Netherlands
$757K -$274K -1,214 -26%
HH
548
Hilltop Holdings
Texas
$753K -$270K -1,198 -26%
Glenview Trust
549
Glenview Trust
Kentucky
$734K -$7.22K -32 -1%
SignatureFD
550
SignatureFD
Georgia
$732K +$126K +560 +21%