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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
551
AssetMark Inc
California
$153K -$5.75M -38,795 -97%
SBSB
552
Sullivan, Bruyette, Speros & Blaney
Virginia
$150K +$10.2K +69 +7%
QCG
553
Quadrant Capital Group
Ohio
$145K +$21.9K +148 +17%
SSB
554
Sandy Spring Bank
Maryland
$144K
PAM
555
Paradigm Asset Management
New York
$97.1K
IFAM
556
Institutional & Family Asset Management
Colorado
$97K -$7.41K -50 -7%
BCI
557
Brinker Capital Investments
Pennsylvania
$97K
AAM
558
Ardevora Asset Management
United Kingdom
$90K +$14.8K +100 +20%
Carson Wealth (CWM LLC)
559
Carson Wealth (CWM LLC)
Nebraska
$89K
ASN
560
Advisory Services Network
Georgia
$86K -$56.2K -379 -40%
CIA
561
CSat Investment Advisory
Michigan
$82K +$21.2K +143 +35%
VFA
562
Valeo Financial Advisors
Indiana
$81K -$16.6K -112 -17%
HIA
563
Harbor Investment Advisory
Maryland
$81K +$80K +540 New
Loomis, Sayles & Company
564
Loomis, Sayles & Company
Massachusetts
$79K +$19.7K +133 +34%
FHA
565
First Horizon Advisors
Tennessee
$78K
PA
566
Parallel Advisors
California
$78K +$19.6K +132 +34%
BFEC
567
Benjamin F. Edwards & Company
Missouri
$77K
EI
568
Ellevest Inc
New York
$76K +$75K +506 New
PCM
569
Prelude Capital Management
New York
$75K +$40.6K +274 +121%
SBL
570
Sargent Bickham Lagudis
Colorado
$75K +$48.9K +330 +194%
S
571
SignatureFD
Georgia
$74K -$10.2K -69 -12%
GLI
572
Guardian Life Insurance
New York
$72K +$1.33K +9 +2%
TF
573
Tompkins Financial
New York
$71K
LWM
574
Lenox Wealth Management
Ohio
$69K -$27.6K -186 -29%
AIM
575
AIA Investment Management
Singapore
$68K