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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
576
OneAscent Financial Services
Alabama
$274K -$98.6K -529 -25%
MAM
577
Magellan Asset Management
Australia
$273K +$25.5K +137 +9%
PFO
578
Pathstone Family Office
New Jersey
$270K +$18.5K +99 +7%
PM
579
Phraction Management
Connecticut
$268K -$309K -1,655 -52%
AG
580
Ascent Group
Virginia
$265K +$44.6K +239 +21%
HWMA
581
Heritage Wealth Management (Arizona)
Arizona
$260K -$746 -4 -0.3%
SIAG
582
Signet Investment Advisory Group
Rhode Island
$260K -$93.2K -500 -25%
IAN
583
Integrated Advisors Network
Texas
$257K +$277K +1,487 New
BRWA
584
B. Riley Wealth Advisors
Florida
$252K +$17K +91 +7%
SPA
585
Shore Point Advisors
New Jersey
$250K -$373 -2 -0.1%
MG
586
Meritage Group
California
$250K +$270K +1,446 New
CGL
587
Clarius Group LLC
Washington
$248K +$11.6K +62 +5%
QT
588
Quantamental Technologies
New York
$248K +$267K +1,430 New
BCMIO
589
Beacon Capital Management Inc (Ohio)
Ohio
$247K – – –
FC
590
Financial Consulate
Maryland
$242K -$5.04K -27 -2%
NW
591
NewEdge Wealth
Pennsylvania
$240K +$258K +1,386 New
CAM
592
Cresset Asset Management
Illinois
$239K -$232K -1,243 -47%
ONB
593
Old National Bancorp
Indiana
$235K +$42.9K +230 +20%
PA
594
Parallel Advisors
California
$234K -$71.4K -383 -22%
HI
595
Horizon Investments
North Carolina
$232K -$1.45M -7,782 -85%
ET
596
Equitable Trust
Tennessee
$230K -$440K -2,359 -64%
PCP
597
Proficio Capital Partners
Massachusetts
$230K -$54.3K -291 -18%
WTC
598
WhitTier Trust Company
Nevada
$229K +$21.3K +114 +9%
AC
599
ASB Consultores
Florida
$227K -$492K -2,640 -67%
IIC
600
Integrated Investment Consultants
Michigan
$225K +$186 +1 +0.1%
22 23
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