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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
551
Morningstar Investment Management
Illinois
$732K -$903 -4 -0.1%
MWM
552
MinichMacGregor Wealth Management
New York
$732K -$226 -1 -0%
HCM
553
Highview Capital Management
Illinois
$727K – – –
SC
554
Saiph Capital
New Jersey
$722K +$32.3K +143 +5%
Kingsview Wealth Management
555
Kingsview Wealth Management
Oregon
$715K -$19.2K -85 -3%
AC
556
AXQ Capital
New Jersey
$712K +$223K +988 +45%
Huntington National Bank
557
Huntington National Bank
Ohio
$711K +$87.8K +389 +14%
Dai-ichi Life Insurance Company
558
Dai-ichi Life Insurance Company
Japan
$707K -$1.2M -5,300 -63%
MIM
559
MTM Investment Management
South Carolina
$700K -$6.54K -29 -0.9%
Kestra Private Wealth Services
560
Kestra Private Wealth Services
Texas
$691K -$351K -1,554 -33%
MSFS
561
Main Street Financial Solutions
Pennsylvania
$690K +$185K +818 +36%
DL
562
Dockside LLC
New York
$687K +$693K +3,071 New
Fifth Third Wealth Advisors
563
Fifth Third Wealth Advisors
Ohio
$687K +$113K +500 +19%
Northwestern Mutual Wealth Management
564
Northwestern Mutual Wealth Management
Wisconsin
$683K -$25.3K -112 -4%
GWM
565
Gibbs Wealth Management
Georgia
$677K +$94.1K +417 +16%
AU
566
AlphaGrep UK
$669K +$675K +2,989 New
HCA
567
Harbor Capital Advisors
Illinois
$664K -$903 -4 -0.1%
Acadian Asset Management
568
Acadian Asset Management
Massachusetts
$662K -$2.57M -11,374 -79%
HWAM
569
Hennion & Walsh Asset Management
New Jersey
$657K -$14.2K -63 -2%
Brown Brothers Harriman & Co
570
Brown Brothers Harriman & Co
New York
$639K +$124K +550 +24%
EI
571
Ellevest Inc
New York
$638K +$66.6K +295 +12%
Robertson Stephens Wealth Management
572
Robertson Stephens Wealth Management
California
$633K +$79.9K +354 +14%
AFP
573
Ausdal Financial Partners
Iowa
$631K +$2.03K +9 +0.3%
Pallas Capital Advisors
574
Pallas Capital Advisors
Massachusetts
$628K +$124K +549 +24%
World Investment Advisors
575
World Investment Advisors
California
$627K -$412K -1,827 -39%