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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
KPW
551
Kore Private Wealth
New York
$24K +$12.9K +106 +147%
CJA
552
C-J Advisory
California
$23K – – –
RFA
553
Reilly Financial Advisors
California
$22K – – –
WB
554
Webster Bank
Connecticut
$22K +$19.7K +162 New
PA
555
Parallel Advisors
California
$21K – – –
BCA
556
Berman Capital Advisors
Georgia
$19K +$9.49K +78 +118%
UOTTAIMCU
557
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$19K +$17.3K +142 New
ZB
558
Zions Bancorporation
Utah
$18K – – –
PCP
559
Proficio Capital Partners
Massachusetts
$17K +$2.68K +22 +21%
FNB
560
Farmers National Bank
Kentucky
$16K +$15.1K +124 New
SCM
561
Shelton Capital Management
Colorado
$15.5K -$1.64M -13,478 -87%
CIA
562
CSat Investment Advisory
Michigan
$15K -$973 -8 -7%
LFA
563
Legacy Financial Advisors
Kentucky
$14K +$2.31K +19 +22%
VCM
564
Versant Capital Management
Arizona
$13K – – –
GWM
565
Geneos Wealth Management
Colorado
$12K – – –
TSW
566
Thompson Siegel & Walmsley
Virginia
$12K – – –
TL
567
TrueWealth LLC
Georgia
$12K – – –
WEC
568
Winslow Evans & Crocker
Massachusetts
$12K – – –
BBA
569
Braun-Bostich & Associates
Pennsylvania
$11K -$41.7K -343 -81%
TCOV
570
Trust Company of Vermont
Vermont
$11K -$2.07K -17 -17%
CI
571
CX Institutional
Indiana
$11K +$4.5K +37 +88%
CHP
572
Cable Hill Partners
Oregon
$10K – – –
SIM
573
Sonora Investment Management
Arizona
$10K – – –
FHA
574
Flagship Harbor Advisors
Massachusetts
$10K +$2.43K +20 +35%
CAW
575
Cornerstone Advisors (Washington)
Washington
$10K +$3.16K +26 +54%
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