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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
551
Huntington National Bank
Ohio
$518K +$20.8K +88 +4%
NG
552
NWK Group
California
$518K – – –
BBHC
553
Brown Brothers Harriman & Co
New York
$517K -$12.8K -54 -2%
CC
554
Centiva Capital
New York
$517K +$512K +2,163 New
OWA
555
One Wealth Advisors
California
$515K +$82.4K +348 +19%
AWM
556
Apollon Wealth Management
South Carolina
$512K +$2.13K +9 +0.4%
KPWS
557
Kestra Private Wealth Services
Texas
$509K -$32K -135 -6%
CT
558
ClearAlpha Technologies
Connecticut
$506K +$501K +2,117 New
HAG
559
HighPoint Advisor Group
Illinois
$499K +$510K +2,153 New
ICG
560
InterOcean Capital Group
Tennessee
$496K -$50.7K -214 -9%
QCG
561
Quadrant Capital Group
Ohio
$493K -$24.1K -102 -5%
DP
562
Dearborn Partners
Illinois
$489K – – –
FFN
563
Focus Financial Network
Minnesota
$489K +$484K +2,046 New
VCM
564
Virtue Capital Management
Tennessee
$488K -$156K -659 -24%
SC
565
Saiph Capital
New Jersey
$485K +$57.3K +242 +14%
FA
566
FDx Advisors
Illinois
$477K -$338K -1,426 -42%
LAS
567
LWM Advisory Services
Florida
$477K -$12.5K -53 -3%
AT
568
Avalon Trust
New Mexico
$476K – – –
HI
569
Horizon Investments
North Carolina
$472K -$22.7K -96 -5%
PA
570
Procyon Advisors
Connecticut
$472K +$118K +497 +34%
MSFS
571
Main Street Financial Solutions
Pennsylvania
$467K -$11.1K -47 -2%
KIA
572
KLR Investment Advisors
Rhode Island
$460K +$16.1K +68 +4%
TW
573
Transform Wealth
Colorado
$454K +$10.9K +46 +2%
SIG
574
Sky Investment Group
Connecticut
$453K -$7.1K -30 -2%
CC
575
Chicago Capital
Illinois
$453K – – –
21 22
23
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