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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
CJA
551
C-J Advisory
California
$23K – – –
RFA
552
Reilly Financial Advisors
California
$22K – – –
WB
553
Webster Bank
Connecticut
$22K +$19.7K +162 New
PA
554
Parallel Advisors
California
$21K – – –
BCA
555
Berman Capital Advisors
Georgia
$19K +$9.49K +78 +118%
UOTTAIMCU
556
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$19K +$17.3K +142 New
ZB
557
Zions Bancorporation
Utah
$18K – – –
PCP
558
Proficio Capital Partners
Massachusetts
$17K +$2.68K +22 +21%
FNB
559
Farmers National Bank
Kentucky
$16K +$15.1K +124 New
SCM
560
Shelton Capital Management
Colorado
$15.5K -$1.64M -13,478 -87%
CIA
561
CSat Investment Advisory
Michigan
$15K -$973 -8 -7%
LFA
562
Legacy Financial Advisors
Kentucky
$14K +$2.31K +19 +22%
VCM
563
Versant Capital Management
Arizona
$13K – – –
GWM
564
Geneos Wealth Management
Colorado
$12K – – –
TSW
565
Thompson Siegel & Walmsley
Virginia
$12K – – –
TL
566
TrueWealth LLC
Georgia
$12K – – –
WEC
567
Winslow Evans & Crocker
Massachusetts
$12K – – –
BBA
568
Braun-Bostich & Associates
Pennsylvania
$11K -$41.7K -343 -81%
TCOV
569
Trust Company of Vermont
Vermont
$11K -$2.07K -17 -17%
CI
570
CX Institutional
Indiana
$11K +$4.5K +37 +88%
CHP
571
Cable Hill Partners
Oregon
$10K – – –
SIM
572
Sonora Investment Management
Arizona
$10K – – –
FHA
573
Flagship Harbor Advisors
Massachusetts
$10K +$2.43K +20 +35%
CAW
574
Cornerstone Advisors (Washington)
Washington
$10K +$3.16K +26 +54%
AIM
575
Assured Investment Management
New York
$9K -$2.33M -19,128 -100%
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