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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
FFW
576
Fusion Family Wealth
New York
$206K – – –
HNB
577
Huntington National Bank
Ohio
$205K – – –
ECM
578
Ensemble Capital Management
California
$204K +$190K +1,200 New
AC
579
Athanor Capital
New York
$203K +$188K +1,190 New
SB
580
Simmons Bank
Arkansas
$202K +$187K +1,186 New
QCM
581
Quest Capital Management
Texas
$201K +$187K +1,181 New
CCM
582
Copeland Capital Management
Pennsylvania
$186K +$173K +1,092 New
EI
583
Ellevest Inc
New York
$182K +$70.2K +444 +71%
IA
584
IFP Advisors
Florida
$175K -$8.06K -51 -5%
SBSB
585
Sullivan, Bruyette, Speros & Blaney
Virginia
$166K -$4.27K -27 -3%
SSB
586
Sandy Spring Bank
Maryland
$166K – – –
QCG
587
Quadrant Capital Group
Ohio
$155K -$62.1K -393 -30%
SIAS
588
Shine Investment Advisory Services
Colorado
$147K +$11.1K +70 +9%
AAP
589
Arax Advisory Partners
Colorado
$142K +$36K +228 +37%
S
590
SignatureFD
Georgia
$141K +$29.4K +186 +29%
MAM
591
Meeder Asset Management
Ohio
$141K +$73.6K +466 +129%
BFEC
592
Benjamin F. Edwards & Company
Missouri
$140K +$59.7K +378 +85%
EWM
593
Endurance Wealth Management
Rhode Island
$136K – – –
PA
594
Perennial Advisors
New York
$132K +$122K +775 New
CFG
595
Citizens Financial Group
Rhode Island
$125K +$65.9K +417 +131%
OPS
596
Orion Portfolio Solutions
Nebraska
$119K +$60.8K +385 +121%
WT
597
Whittier Trust
California
$115K +$83K +525 +348%
IFAM
598
Institutional & Family Asset Management
Colorado
$111K – – –
AWA
599
Arkadios Wealth Advisors
Georgia
$111K +$92.4K +585 +1,194%
FHA
600
First Horizon Advisors
Tennessee
$109K +$9.8K +62 +11%
22 23
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