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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
Simplicity Solutions
576
Simplicity Solutions
Minnesota
$349K -$336K -1,704 -51%
Tokio Marine Asset Management
577
Tokio Marine Asset Management
Japan
$347K +$51.7K +262 +19%
PCP
578
Proficio Capital Partners
Massachusetts
$347K +$81.4K +413 +34%
Sigma Planning Corp
579
Sigma Planning Corp
Michigan
$329K +$16K +81 +6%
HWMA
580
Heritage Wealth Management (Arizona)
Arizona
$324K +$297K +1,508 New
Arax Advisory Partners
581
Arax Advisory Partners
Colorado
$320K +$48.3K +245 +20%
1832 Asset Management
582
1832 Asset Management
Ontario, Canada
$317K +$249K +1,264 +582%
Pathstone Family Office
583
Pathstone Family Office
New Jersey
$314K -$885K -4,490 -75%
SIG
584
Sky Investment Group
Connecticut
$314K -$7.89K -40 -3%
CGL
585
Clarius Group LLC
Washington
$313K – – –
SPA
586
Shore Point Advisors
New Jersey
$311K +$285K +1,447 New
Magellan Asset Management
587
Magellan Asset Management
Australia
$310K -$38.1K -193 -12%
BC
588
Bridgefront Capital
Texas
$307K +$282K +1,431 New
BCMIO
589
Beacon Capital Management Inc (Ohio)
Ohio
$306K -$46.7K -237 -14%
FC
590
Financial Consulate
Maryland
$306K +$7.49K +38 +3%
LA
591
Legacy Advisors
Pennsylvania
$305K +$280K +1,421 New
Fiduciary Trust
592
Fiduciary Trust
Massachusetts
$299K -$27K -137 -9%
BRWA
593
B. Riley Wealth Advisors
Florida
$294K +$269K +1,364 New
FMAEN1
594
Fund Management at Engine No 1
California
$293K +$269K +1,364 New
CI Investments Inc
595
CI Investments Inc
Ontario, Canada
$291K -$154K -781 -37%
MM
596
MQS Management
New York
$290K +$266K +1,351 New
CSI
597
Cross Staff Investments
New York
$288K – – –
Coldstream Capital Management
598
Coldstream Capital Management
Washington
$286K -$7.49K -38 -3%
SW
599
SVB Wealth
Massachusetts
$283K +$260K +1,319 New
Allworth Financial
600
Allworth Financial
California
$280K +$24.6K +125 +11%