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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
EHWM
576
Eads & Heald Wealth Management
Georgia
$285K -$329K -1,874 -54%
HCM
577
Heathbridge Capital Management
Ontario, Canada
$278K -$74.7K -425 -21%
PA
578
Parallel Advisors
California
$271K +$176 +1 +0.1%
BPA
579
Beacon Pointe Advisors
California
$270K -$92.6K -527 -26%
CCM
580
Coldstream Capital Management
Washington
$268K +$267K +1,518 New
WA
581
Wealth Alliance
New York
$267K +$2.64K +15 +1%
OWM
582
OneAscent Wealth Management
Alabama
$267K +$1.05K +6 +0.4%
QIM
583
Quantitative Investment Management
Virginia
$264K -$1.38M -7,849 -84%
UCFA
584
United Capital Financial Advisors
Texas
$262K -$68.9K -392 -21%
TFS
585
Thoroughbred Financial Services
Tennessee
$259K -$28.1K -160 -10%
IEFM
586
IQ EQ Fund Management
Ireland
$259K +$258K +1,467 New
HWM
587
HB Wealth Management
Georgia
$259K +$19.7K +112 +8%
MG
588
Meritage Group
California
$256K +$255K +1,450 New
SPA
589
Shore Point Advisors
New Jersey
$255K – – –
MFG
590
Merit Financial Group
Georgia
$251K +$250K +1,425 New
BCMIO
591
Beacon Capital Management Inc (Ohio)
Ohio
$251K – – –
BG
592
Bahl & Gaynor
Ohio
$248K -$650K -3,701 -72%
Verition Fund Management
593
Verition Fund Management
Connecticut
$246K -$506K -2,881 -67%
OFS
594
OneAscent Financial Services
Alabama
$245K +$15.6K +89 +7%
FC
595
FORA Capital
Florida
$245K +$244K +1,386 New
WTC
596
WhitTier Trust Company
Nevada
$243K +$2.11K +12 +0.9%
CPW
597
Crestmont Private Wealth
Texas
$243K +$242K +1,376 New
PCP
598
Proficio Capital Partners
Massachusetts
$239K +$703 +4 +0.3%
KWM
599
Kolinsky Wealth Management
New Jersey
$238K +$12.7K +72 +6%
TWI
600
Thomas White International
Illinois
$236K +$50.4K +287 +27%