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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
576
Thoroughbred Financial Services
Tennessee
$282K – – –
FMAEN1
577
Fund Management at Engine No 1
California
$276K +$43.1K +231 +17%
OFS
578
OneAscent Financial Services
Alabama
$274K -$98.6K -529 -25%
MAM
579
Magellan Asset Management
Australia
$273K +$25.5K +137 +9%
PFO
580
Pathstone Family Office
New Jersey
$270K +$18.5K +99 +7%
PM
581
Phraction Management
Connecticut
$268K -$309K -1,655 -52%
AG
582
Ascent Group
Virginia
$265K +$44.6K +239 +21%
HWMA
583
Heritage Wealth Management (Arizona)
Arizona
$260K -$746 -4 -0.3%
SIAG
584
Signet Investment Advisory Group
Rhode Island
$260K -$93.2K -500 -25%
IAN
585
Integrated Advisors Network
Texas
$257K +$277K +1,487 New
BRWA
586
B. Riley Wealth Advisors
Florida
$252K +$17K +91 +7%
SPA
587
Shore Point Advisors
New Jersey
$250K -$373 -2 -0.1%
MG
588
Meritage Group
California
$250K +$270K +1,446 New
CGL
589
Clarius Group LLC
Washington
$248K +$11.6K +62 +5%
QT
590
Quantamental Technologies
New York
$248K +$267K +1,430 New
BCMIO
591
Beacon Capital Management Inc (Ohio)
Ohio
$247K – – –
FC
592
Financial Consulate
Maryland
$242K -$5.04K -27 -2%
NW
593
NewEdge Wealth
Pennsylvania
$240K +$258K +1,386 New
CAM
594
Cresset Asset Management
Illinois
$239K -$232K -1,243 -47%
ONB
595
Old National Bancorp
Indiana
$235K +$42.9K +230 +20%
PA
596
Parallel Advisors
California
$234K -$71.4K -383 -22%
HI
597
Horizon Investments
North Carolina
$232K -$1.45M -7,782 -85%
ET
598
Equitable Trust
Tennessee
$230K -$440K -2,359 -64%
PCP
599
Proficio Capital Partners
Massachusetts
$230K -$54.3K -291 -18%
WTC
600
WhitTier Trust Company
Nevada
$229K +$21.3K +114 +9%
22 23
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