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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
Wealthspire Advisors (New York)
551
Wealthspire Advisors (New York)
New York
$329K +$366 +2 +0.1%
BMCM
552
Burns Matteson Capital Management
New York
$318K +$17.9K +98 +6%
FAM
553
Fulcrum Asset Management
United Kingdom
$313K – – –
QS Investors
554
QS Investors
New York
$313K – – –
Tidal Investments
555
Tidal Investments
Wisconsin
$310K +$124K +677 +63%
HCM
556
Hengehold Capital Management
Ohio
$309K +$21.4K +117 +7%
Bellevue Group
557
Bellevue Group
Switzerland
$307K -$137K -750 -30%
EI
558
Ellevest Inc
New York
$306K +$24.7K +135 +8%
SIM
559
Sentry Investment Management
Wisconsin
$304K -$1.51M -8,235 -83%
EP Wealth Advisors
560
EP Wealth Advisors
California
$301K +$312K +1,703 New
COI
561
Connable Office Inc
Michigan
$300K – – –
CCA
562
Checchi Capital Advisers
California
$300K +$7.51K +41 +2%
Pendal Group
563
Pendal Group
Australia
$299K -$508K -2,775 -62%
QCM
564
Quest Capital Management
Texas
$298K +$59.9K +327 +24%
NERM
565
New England Research & Management
Illinois
$296K – – –
Phoenix Financial
566
Phoenix Financial
Israel
$295K -$245K -1,338 -44%
Colony Group
567
Colony Group
Massachusetts
$295K +$2.75K +15 +0.9%
Cubist Systematic Strategies
568
Cubist Systematic Strategies
Connecticut
$291K -$50.2K -274 -14%
EWM
569
Endurance Wealth Management
Rhode Island
$291K +$141K +768 +87%
FP
570
Foundry Partners
Minnesota
$288K – – –
O'Shaughnessy Asset Management
571
O'Shaughnessy Asset Management
Connecticut
$284K -$11.7K -64 -4%
GCAC
572
Guardian Capital Advisors (Canada)
Ontario, Canada
$279K +$64.1K +350 +30%
Gotham Asset Management
573
Gotham Asset Management
New York
$278K -$504K -2,751 -64%
Caprock Group
574
Caprock Group
Idaho
$277K -$18.7K -102 -6%
MAM
575
Meeder Asset Management
Ohio
$277K +$33.7K +184 +13%