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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
CAW
576
Cornerstone Advisors (Washington)
Washington
$5K +$3.16K +27 +129%
WAM
577
Watermark Asset Management
California
$4K – – –
LC
578
Lavaca Capital
Texas
$4K +$4.44K +38 New
PHK
579
Point72 Hong Kong
Hong Kong
$4K +$4.79K +41 New
TFO
580
Tarbox Family Office
California
$3K – – –
NFG
581
Next Financial Group
Texas
$3K +$2.92K +25 New
AIA
582
Alera Investment Advisors
Illinois
$3K +$3.27K +28 New
CC
583
Claybrook Capital
Massachusetts
$3K +$3.39K +29 New
WDL
584
Well Done LLC
Michigan
$3K +$3.39K +29 New
CIAS
585
Capital Investment Advisory Services
North Carolina
$3K +$3.51K +30 New
MSA
586
Marino Stram & Associates
Massachusetts
$3K +$3.51K +30 New
SWA
587
Sutton Wealth Advisors
Florida
$2.62K – – –
HIM
588
Hillsdale Investment Management
Ontario, Canada
$2K -$1.17K -10 -33%
Fidelity International
589
Fidelity International
Bermuda
$2K -$351 -3 -17%
OFW
590
Omnia Family Wealth
Florida
$2K – – –
PWMG
591
Prestige Wealth Management Group
New Jersey
$2K +$1.87K +16 New
YWP
592
YorkBridge Wealth Partners
New York
$2K +$2.1K +18 New
MOS
593
MGO One Seven
Ohio
$2K +$2.92K +25 New
GEA
594
Glen Eagle Advisors
New Jersey
$1.96K – – –
RWM
595
Raffa Wealth Management
District of Columbia
$1.42K – – –
TCA
596
Tortoise Capital Advisors
Kansas
$1K – – –
BWM
597
BerganKDV Wealth Management
Minnesota
$1K +$1.17K +10 New
TCCM
598
Two Creeks Capital Management
New York
– -$86.9M -720,590 Closed
Select Equity Group
599
Select Equity Group
New York
– -$36.7M -304,128 Closed
Lord, Abbett & Co
600
Lord, Abbett & Co
New Jersey
– -$15.3M -126,914 Closed