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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
576
HBK Sorce Advisory
Pennsylvania
$213K -$39.7K -251 -17%
CPIG
577
Chicago Partners Investment Group
Illinois
$207K +$179K +1,130 New
FFW
578
Fusion Family Wealth
New York
$206K – – –
HNB
579
Huntington National Bank
Ohio
$205K – – –
ECM
580
Ensemble Capital Management
California
$204K +$190K +1,200 New
AC
581
Athanor Capital
New York
$203K +$188K +1,190 New
SB
582
Simmons Bank
Arkansas
$202K +$187K +1,186 New
QCM
583
Quest Capital Management
Texas
$201K +$187K +1,181 New
CCM
584
Copeland Capital Management
Pennsylvania
$186K +$173K +1,092 New
EI
585
Ellevest Inc
New York
$182K +$70.2K +444 +71%
IA
586
IFP Advisors
Florida
$175K -$8.06K -51 -5%
SBSB
587
Sullivan, Bruyette, Speros & Blaney
Virginia
$166K -$4.27K -27 -3%
SSB
588
Sandy Spring Bank
Maryland
$166K – – –
QCG
589
Quadrant Capital Group
Ohio
$155K -$62.1K -393 -30%
SIAS
590
Shine Investment Advisory Services
Colorado
$147K +$11.1K +70 +9%
AAP
591
Arax Advisory Partners
Colorado
$142K +$36K +228 +37%
S
592
SignatureFD
Georgia
$141K +$29.4K +186 +29%
MAM
593
Meeder Asset Management
Ohio
$141K +$73.6K +466 +129%
BFEC
594
Benjamin F. Edwards & Company
Missouri
$140K +$59.7K +378 +85%
EWM
595
Endurance Wealth Management
Rhode Island
$136K – – –
PA
596
Perennial Advisors
New York
$132K +$122K +775 New
CFG
597
Citizens Financial Group
Rhode Island
$125K +$65.9K +417 +131%
OPS
598
Orion Portfolio Solutions
Nebraska
$119K +$60.8K +385 +121%
WT
599
Whittier Trust
California
$115K +$83K +525 +348%
IFAM
600
Institutional & Family Asset Management
Colorado
$111K – – –
22 23
24
25 26