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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
COI
576
Connable Office Inc
Michigan
$290K
AC
577
ASB Consultores
Florida
$287K +$68.6K +367 +28%
HCM
578
Hengehold Capital Management
Ohio
$284K
EWM
579
Endurance Wealth Management
Rhode Island
$281K
TFS
580
Thoroughbred Financial Services
Tennessee
$278K
JF
581
Jump Financial
Illinois
$273K +$300K +1,603 New
CGL
582
Clarius Group LLC
Washington
$272K +$30.8K +165 +12%
HWMA
583
Heritage Wealth Management (Arizona)
Arizona
$262K +$5.98K +32 +2%
PA
584
Parallel Advisors
California
$262K +$34.6K +185 +14%
OWM
585
OneAscent Wealth Management
Alabama
$257K -$76.4K -409 -21%
FMAEN1
586
Fund Management at Engine No 1
California
$257K -$16.3K -87 -5%
WFA
587
Wipfli Financial Advisors
Wisconsin
$256K +$280K +1,500 New
WA
588
Wealth Alliance
New York
$256K +$281K +1,501 New
APA
589
American Portfolios Advisors
New York
$248K +$68.4K +366 +34%
VIA
590
Vident Investment Advisory
Georgia
$248K -$8.97K -48 -3%
FC
591
Financial Consulate
Maryland
$247K +$9.35K +50 +4%
Holocene Advisors
592
Holocene Advisors
New York
$246K -$9.29M -49,705 -97%
SPA
593
Shore Point Advisors
New Jersey
$246K
BCMIO
594
Beacon Capital Management Inc (Ohio)
Ohio
$243K
IAN
595
Integrated Advisors Network
Texas
$241K -$13.8K -74 -5%
NW
596
NewEdge Wealth
Pennsylvania
$238K +$2.06K +11 +0.8%
WTC
597
WhitTier Trust Company
Nevada
$233K +$8.04K +43 +3%
AF
598
Allworth Financial
California
$232K +$23.7K +127 +10%
PAG
599
Private Advisor Group
New Jersey
$231K -$5.04M -26,984 -95%
HWM
600
HB Wealth Management
Georgia
$231K +$253K +1,354 New