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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
551
Perigon Wealth Management
California
$565K +$52.8K +260 +10%
GC
552
Gilbert & Cook
Iowa
$560K +$50.7K +250 +9%
HCM
553
Heathbridge Capital Management
Ontario, Canada
$560K +$150K +740 +33%
HWAM
554
Hennion & Walsh Asset Management
New Jersey
$555K -$2.44K -12 -0.4%
BCM
555
Bronte Capital Management
Australia
$551K +$589K +2,902 New
CPW
556
Crestmont Private Wealth
Texas
$549K +$126K +619 +27%
DZ Bank
557
DZ Bank
Germany
$546K -$5.97M -29,401 -91%
KAS
558
Kestra Advisory Services
Texas
$546K -$308K -1,516 -35%
S
559
SignatureFD
Georgia
$543K -$83.6K -412 -13%
AFP
560
Ausdal Financial Partners
Iowa
$538K +$2.84K +14 +0.5%
SC
561
Savant Capital
Illinois
$534K +$278K +1,371 +95%
VF
562
Virtu Financial
New York
$515K +$551K +2,714 New
TWP
563
Tyche Wealth Partners
Texas
$514K +$257K +1,268 +88%
CTA
564
Chesley Taft & Associates
Illinois
$514K -$649K -3,197 -54%
WPC
565
Wedmont Private Capital
Pennsylvania
$514K +$209K +1,031 +54%
BMC
566
Benin Management Corp
Connecticut
$511K -$5.07K -25 -0.9%
Lido Advisors
567
Lido Advisors
California
$508K +$69.6K +343 +15%
SAM
568
Sagewood Asset Management
New York
$494K +$529K +2,605 New
CSIC
569
Clifford Swan Investment Counsel
California
$494K +$529K +2,604 New
RSWM
570
Robertson Stephens Wealth Management
California
$494K -$45.7K -225 -8%
AT
571
Avalon Trust
New Mexico
$493K +$1.83K +9 +0.3%
ECM
572
Everence Capital Management
Indiana
$493K +$270K +1,331 +105%
MIM
573
Morningstar Investment Management
Illinois
$490K -$140K -692 -21%
SFC
574
SYM Financial Corp
Indiana
$488K -$12.4K -61 -2%
KWM
575
Kingsview Wealth Management
Oregon
$488K -$127K -625 -20%