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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
TW
576
Transform Wealth
Colorado
$481K -$11.1K -53 -2%
1832 Asset Management
577
1832 Asset Management
Ontario, Canada
$477K +$29.4K +140 +7%
MSFS
578
Main Street Financial Solutions
Pennsylvania
$476K -$13K -62 -3%
CA
579
Cetera Advisors
Colorado
$469K -$26.9K -128 -6%
SIG
580
Sky Investment Group
Connecticut
$469K -$5.25K -25 -1%
DP
581
Dearborn Partners
Illinois
$465K -$15.8K -75 -4%
LAS
582
LWM Advisory Services
Florida
$463K -$127K -606 -23%
EWA
583
EP Wealth Advisors
California
$462K -$1.52M -7,258 -23%
QCG
584
Quadrant Capital Group
Ohio
$460K +$12.8K +61 +3%
AI
585
AdvisorShares Investments
Maryland
$460K +$427K +2,034 New
Northwestern Mutual Wealth Management
586
Northwestern Mutual Wealth Management
Wisconsin
$456K +$10.9K +52 +3%
KTC
587
Kistler-Tiffany Companies
Pennsylvania
$453K -$7.35K -35 -2%
MFG
588
Merit Financial Group
Georgia
$450K +$43.9K +209 +12%
AT
589
Avalon Trust
New Mexico
$450K -$10.5K -50 -2%
PTC
590
Petrus Trust Company
Texas
$448K +$416K +1,982 New
BFM
591
Boothbay Fund Management
New York
$446K +$414K +1,972 New
LPP
592
Long Path Partners
Connecticut
$445K +$414K +1,970 New
KPWS
593
Kestra Private Wealth Services
Texas
$433K +$11.8K +56 +3%
KIA
594
KLR Investment Advisors
Rhode Island
$430K -$7.14K -34 -2%
CC
595
Chicago Capital
Illinois
$428K
FMAEN1
596
Fund Management at Engine No 1
California
$426K -$2.52K -12 -0.6%
DC
597
Diametric Capital
Massachusetts
$423K +$393K +1,872 New
Empower Advisory Group
598
Empower Advisory Group
Colorado
$423K -$458K -2,181 -54%
SC
599
Saiph Capital
New Jersey
$418K +$1.05K +5 +0.3%
CPIG
600
Chicago Partners Investment Group
Illinois
$417K -$164K -780 -30%