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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
551
B. Riley Wealth Advisors
Florida
$267K +$395K +2,501 New
C
552
Certuity
Florida
$266K +$247K +1,561 New
Cresset Asset Management
553
Cresset Asset Management
Illinois
$263K +$244K +1,545 New
Vanguard Personalized Indexing Management
554
Vanguard Personalized Indexing Management
California
$263K +$244K +1,545 New
FA
555
FDx Advisors
Illinois
$257K -$682K -4,314 -74%
CS
556
Comerica Securities
Michigan
$250K +$790 +5 +0.3%
Parallel Advisors
557
Parallel Advisors
California
$250K +$19.6K +124 +9%
Select Equity Group
558
Select Equity Group
New York
$244K +$226K +1,433 New
Brown Brothers Harriman & Co
559
Brown Brothers Harriman & Co
New York
$243K +$3.48K +22 +2%
Wedbush Securities
560
Wedbush Securities
California
$242K +$225K +1,422 New
AO
561
Advisor OS
Illinois
$240K +$223K +1,413 New
CWP
562
CFM Wealth Partners
Texas
$237K -$14.9K -94 -6%
BWP
563
BSW Wealth Partners
Colorado
$237K +$220K +1,394 New
Independent Advisor Alliance
564
Independent Advisor Alliance
North Carolina
$235K +$218K +1,380 New
ING Group
565
ING Group
Netherlands
$234K -$258K -1,632 -54%
Circle Wealth Management
566
Circle Wealth Management
New Jersey
$234K +$217K +1,374 New
Raymond James Trust
567
Raymond James Trust
Florida
$232K -$37.3K -236 -15%
MCG
568
MACRO Consulting Group
New Jersey
$231K – – –
Welch & Forbes
569
Welch & Forbes
Massachusetts
$231K +$214K +1,355 New
PFBT
570
Parkside Financial Bank & Trust
Missouri
$230K +$10.6K +67 +5%
Cetera Advisor Networks
571
Cetera Advisor Networks
California
$228K +$212K +1,342 New
RCAG
572
Rehmann Capital Advisory Group
Michigan
$227K +$211K +1,334 New
IIC
573
Integrated Investment Consultants
Michigan
$221K +$205K +1,296 New
Cetera Advisors
574
Cetera Advisors
Colorado
$221K +$205K +1,298 New
GWM
575
Greenwich Wealth Management
Connecticut
$217K +$202K +1,278 New