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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
551
Robertson Stephens Wealth Management
California
$647K -$74.9K -312 -10%
PAG
552
Private Advisor Group
New Jersey
$646K +$13.2K +55 +2%
SP
553
Symmetry Partners
Connecticut
$644K – – –
AFP
554
Ausdal Financial Partners
Iowa
$642K -$240 -1 -0%
GT
555
Glenview Trust
Kentucky
$636K -$16.1K -67 -2%
OWA
556
One Wealth Advisors
California
$630K +$124K +516 +24%
UCFA
557
United Capital Financial Advisors
Texas
$630K -$47.8K -199 -7%
CG
558
Caprock Group
Idaho
$623K -$59.6K -248 -9%
MCG
559
McCollum Christoferson Group
New York
$621K -$39.2K -163 -6%
MC
560
Machina Capital
France
$619K +$631K +2,626 New
VFA
561
Voya Financial Advisors
Connecticut
$615K -$28.8K -120 -4%
S
562
SignatureFD
Georgia
$597K +$20.2K +84 +3%
GAM
563
Groupama Asset Management
France
$596K -$1.16M -4,819 -66%
DM
564
Deerfield Management
New York
$593K +$605K +2,517 New
VP
565
Verum Partners
North Carolina
$589K +$600K +2,497 New
AAM
566
Advisors Asset Management
Colorado
$581K +$249K +1,035 +72%
HF
567
HRT Financial
New York
$579K +$591K +2,460 New
MAS
568
Meeder Advisory Services
Ohio
$579K +$21.1K +88 +4%
SC
569
Saiph Capital
New Jersey
$576K +$98.5K +410 +20%
DG
570
DMC Group
Alabama
$575K +$4.8K +20 +0.8%
HWM
571
HB Wealth Management
Georgia
$571K +$41.3K +172 +8%
AG
572
Ascent Group
Virginia
$571K -$8.89K -37 -2%
SM
573
STF Management
Texas
$561K -$18.7K -78 -3%
SYBT
574
Stock Yards Bank & Trust
Kentucky
$556K – – –
BWM
575
Baron Wealth Management
Michigan
$555K -$961 -4 -0.2%
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23
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