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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
551
EARNEST Partners
Georgia
$7K – – –
FMII
552
Farmers & Merchants Investments Inc
Nebraska
$7K +$582 +5 +9%
WSTAM
553
Wilbanks Smith & Thomas Asset Management
Virginia
$7K +$6.98K +60 New
GWM
554
Geneos Wealth Management
Colorado
$6K – – –
KL
555
KWMG LLC
Kansas
$6K – – –
WAP
556
Wealthcare Advisory Partners
Pennsylvania
$6K – – –
CHP
557
Cable Hill Partners
Oregon
$5K – – –
CI
558
CX Institutional
Indiana
$5K – – –
OSAM
559
O'Shaughnessy Asset Management
Connecticut
$5K +$1.98K +17 +77%
WAM
560
Watermark Asset Management
California
$5K +$4.42K +38 New
HIM
561
Hillsdale Investment Management
Ontario, Canada
$4K – – –
LA
562
Legacy Advisors
Pennsylvania
$4K +$4.19K +36 New
PMFA
563
Plante Moran Financial Advisors
Michigan
$3K -$698 -6 -21%
ML
564
McAdam LLC
Pennsylvania
$3K – – –
TFO
565
Tarbox Family Office
California
$3K – – –
CAW
566
Cornerstone Advisors (Washington)
Washington
$3K +$1.05K +9 +75%
SWA
567
Sutton Wealth Advisors
Florida
$2.89K – – –
GEA
568
Glen Eagle Advisors
New Jersey
$2.17K – – –
OFW
569
Omnia Family Wealth
Florida
$2K – – –
SFM
570
Signet Financial Management
New Jersey
$2K – – –
Fidelity International
571
Fidelity International
Bermuda
$2K +$2.09K +18 New
RWM
572
Raffa Wealth Management
District of Columbia
$1.57K – – –
TCA
573
Tortoise Capital Advisors
Kansas
$1K +$582 +5 +100%
Renaissance Technologies
574
Renaissance Technologies
New York
– -$28M -260,000 Closed
Millennium Management
575
Millennium Management
New York
– -$21.6M -200,331 Closed