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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
576
Cresset Asset Management
Illinois
$319K +$301K +1,661 New
FA
577
FDx Advisors
Illinois
$318K – – –
HCM
578
Hengehold Capital Management
Ohio
$318K – – –
HWM
579
HB Wealth Management
Georgia
$318K +$34.6K +191 +13%
SPA
580
Shore Point Advisors
New Jersey
$316K +$36.2K +200 +14%
PA
581
Parallel Advisors
California
$314K +$18.7K +103 +7%
AG
582
Ascent Group
Virginia
$313K +$69.2K +382 +31%
BPA
583
Beacon Pointe Advisors
California
$311K +$16.8K +93 +6%
FP
584
Foundry Partners
Minnesota
$309K -$4.17K -23 -1%
CPW
585
Crestmont Private Wealth
Texas
$308K +$41.3K +228 +17%
CCM
586
Coldstream Capital Management
Washington
$307K +$14.5K +80 +5%
MIM
587
Meixler Investment Management
Arizona
$300K -$27.5K -152 -9%
FL
588
Fort LP
Maryland
$300K -$114K -627 -29%
NP
589
NorthRock Partners
Minnesota
$299K +$50.5K +279 +22%
PPC
590
Park Place Capital
Alabama
$294K -$21.7K -120 -7%
WC
591
Waterloo Capital
Texas
$294K +$277K +1,530 New
HCM
592
Heathbridge Capital Management
Ontario, Canada
$293K -$9.06K -50 -3%
PFO
593
Pathstone Family Office
New Jersey
$289K -$1.25M -6,921 -82%
WPC
594
Wedmont Private Capital
Pennsylvania
$288K +$274K +1,513 New
OWM
595
OneAscent Wealth Management
Alabama
$286K -$3.98K -22 -1%
UCFA
596
United Capital Financial Advisors
Texas
$286K +$906 +5 +0.3%
FCP
597
Fidelis Capital Partners
Florida
$284K +$244K +1,348 New
SOW
598
State of Wyoming
Wyoming
$282K +$215K +1,189 +423%
TSS
599
Two Sigma Securities
New York
$281K +$266K +1,466 New
WTC
600
WhitTier Trust Company
Nevada
$280K +$15.2K +84 +6%
22 23
24
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