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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
576
Foundry Partners
Minnesota
$338K – – –
OFS
577
OneAscent Financial Services
Alabama
$332K -$258K -1,325 -45%
EI
578
Ellevest Inc
New York
$332K +$64.3K +331 +26%
TPA
579
Trivium Point Advisory
Connecticut
$319K +$26.2K +135 +9%
SCM
580
SevenOneSeven Capital Management
Pennsylvania
$313K +$293K +1,507 New
NFG
581
NewFocus Financial Group
Washington
$310K – – –
VWM
582
Venturi Wealth Management
Texas
$308K -$70.6K -363 -20%
QSS
583
Quantitative Systematic Strategies
Florida
$305K -$2.72M -13,969 -90%
FTDI
584
First Trust Direct Indexing
Massachusetts
$293K +$274K +1,411 New
HAS
585
HBW Advisory Services
California
$292K -$2.92K -15 -1%
CAN
586
Cetera Advisor Networks
California
$287K +$9.72K +50 +4%
BFEC
587
Benjamin F. Edwards & Company
Missouri
$287K +$43.4K +223 +19%
MAM
588
Meeder Asset Management
Ohio
$287K +$82K +422 +44%
ONB
589
Old National Bancorp
Indiana
$286K -$62.6K -322 -19%
CWP
590
CFM Wealth Partners
Texas
$284K -$5.25K -27 -2%
RCAG
591
Rehmann Capital Advisory Group
Michigan
$284K -$3.89K -20 -1%
QCM
592
Quest Capital Management
Texas
$282K +$34.6K +178 +15%
CS
593
Comerica Securities
Michigan
$277K -$48.8K -251 -16%
MCG
594
MACRO Consulting Group
New Jersey
$273K +$1.75K +9 +0.7%
GWM
595
Greenwich Wealth Management
Connecticut
$273K +$24.7K +127 +11%
PFBT
596
Parkside Financial Bank & Trust
Missouri
$272K +$15K +77 +6%
IIC
597
Integrated Investment Consultants
Michigan
$269K – – –
HH
598
Hilltop Holdings
Texas
$262K +$245K +1,260 New
PCM
599
Parsons Capital Management
Rhode Island
$257K – – –
HB
600
Homrich & Berg
Georgia
$256K +$240K +1,232 New
22 23
24
25 26