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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
551
Kestra Private Wealth Services
Texas
$702K +$25.7K +95 +4%
A
552
AustralianSuper
Australia
$699K +$344K +1,272 +95%
S
553
SignatureFD
Georgia
$693K +$10.3K +38 +1%
NCFG
554
New Century Financial Group
New Jersey
$691K -$17.3K -64 -2%
PL
555
Perpetual Ltd
Australia
$690K +$124K +457 +22%
MCG
556
McCollum Christoferson Group
New York
$686K
ASN
557
Advisory Services Network
Georgia
$685K
AG
558
Ascent Group
Virginia
$672K +$11.6K +43 +2%
QIM
559
Quantitative Investment Management
Virginia
$670K -$900K -3,324 -57%
FLPIM
560
F.L. Putnam Investment Management
Massachusetts
$665K -$2.37M -8,761 -78%
SYBT
561
Stock Yards Bank & Trust
Kentucky
$664K
KCM
562
Kathmere Capital Management
Pennsylvania
$654K -$50.6K -187 -7%
CCM
563
Coldstream Capital Management
Washington
$651K +$63.6K +235 +11%
IWM
564
IHT Wealth Management
Illinois
$649K +$238K +880 +58%
SC
565
Saiph Capital
New Jersey
$646K -$39K -144 -6%
HAG
566
HighPoint Advisor Group
Illinois
$643K -$13K -48 -2%
EI
567
Ellevest Inc
New York
$642K +$86.9K +321 +15%
QCG
568
Quadrant Capital Group
Ohio
$630K -$11.4K -42 -2%
SFI
569
Siemens Fonds Invest
Germany
$629K -$194K -718 -16%
BBHC
570
Brown Brothers Harriman & Co
New York
$626K +$63.9K +236 +11%
BWM
571
Baron Wealth Management
Michigan
$621K -$10.3K -38 -2%
WG
572
Watchman Group
Texas
$619K
ET
573
Entropy Technologies
New York
$616K -$1.1M -4,048 -64%
VFA
574
Voya Financial Advisors
Connecticut
$610K -$65K -240 -9%
EWM
575
Evercore Wealth Management
New York
$608K