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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
E Fund Management
576
E Fund Management
China
$320K -$22.6K -125 -7%
Apollon Wealth Management
577
Apollon Wealth Management
South Carolina
$319K -$35.1K -194 -10%
Cresset Asset Management
578
Cresset Asset Management
Illinois
$319K +$301K +1,661 New
FA
579
FDx Advisors
Illinois
$318K – – –
HCM
580
Hengehold Capital Management
Ohio
$318K – – –
HB Wealth Management
581
HB Wealth Management
Georgia
$318K +$34.6K +191 +13%
SPA
582
Shore Point Advisors
New Jersey
$316K +$36.2K +200 +14%
Parallel Advisors
583
Parallel Advisors
California
$314K +$18.7K +103 +7%
AG
584
Ascent Group
Virginia
$313K +$69.2K +382 +31%
Beacon Pointe Advisors
585
Beacon Pointe Advisors
California
$311K +$16.8K +93 +6%
FP
586
Foundry Partners
Minnesota
$309K -$4.17K -23 -1%
CPW
587
Crestmont Private Wealth
Texas
$308K +$41.3K +228 +17%
Coldstream Capital Management
588
Coldstream Capital Management
Washington
$307K +$14.5K +80 +5%
MIM
589
Meixler Investment Management
Arizona
$300K -$27.5K -152 -9%
FL
590
Fort LP
Maryland
$300K -$114K -627 -29%
NorthRock Partners
591
NorthRock Partners
Minnesota
$299K +$50.5K +279 +22%
PPC
592
Park Place Capital
Alabama
$294K -$21.7K -120 -7%
WC
593
Waterloo Capital
Texas
$294K +$277K +1,530 New
HCM
594
Heathbridge Capital Management
Ontario, Canada
$293K -$9.06K -50 -3%
Pathstone Family Office
595
Pathstone Family Office
New Jersey
$289K -$490K -2,703 -64%
Wedmont Private Capital
596
Wedmont Private Capital
Pennsylvania
$288K +$274K +1,513 New
OWM
597
OneAscent Wealth Management
Alabama
$286K -$3.98K -22 -1%
United Capital Financial Advisors
598
United Capital Financial Advisors
Texas
$286K +$906 +5 +0.3%
FCP
599
Fidelis Capital Partners
Florida
$284K +$244K +1,348 New
SOW
600
State of Wyoming
Wyoming
$282K +$215K +1,189 +423%