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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
FRM
576
Fox Run Management
Connecticut
$473K -$331K -1,405 -41%
AT
577
Avalon Trust
New Mexico
$470K – – –
MG
578
Mather Group
Illinois
$468K +$467K +1,980 New
BPA
579
Beacon Pointe Advisors
California
$467K +$125K +531 +37%
EWA
580
EP Wealth Advisors
California
$462K -$5.25M -22,257 -92%
UFF
581
USA Financial Formulas
Michigan
$459K +$457K +1,941 New
GS
582
GTS Securities
Florida
$458K +$457K +1,937 New
GWM
583
Gitterman Wealth Management
New Jersey
$458K +$456K +1,936 New
WPC
584
Wedmont Private Capital
Pennsylvania
$457K +$77.8K +330 +21%
SIG
585
Sky Investment Group
Connecticut
$455K -$35.4K -150 -7%
CC
586
Chicago Capital
Illinois
$448K – – –
TW
587
Transform Wealth
Colorado
$439K -$64.1K -272 -13%
CIC
588
Chilton Investment Company
Connecticut
$434K – – –
EGM
589
Engineers Gate Manager
New York
$431K +$124K +526 +41%
OWA
590
One Wealth Advisors
California
$428K +$427K +1,810 New
GLA
591
Great Lakes Advisors
Illinois
$425K -$1.04M -4,415 -71%
AI
592
AdvisorShares Investments
Maryland
$423K -$57.5K -244 -12%
SC
593
Saiph Capital
New Jersey
$423K -$14.6K -62 -3%
PCM
594
Penserra Capital Management
California
$421K -$83K -352 -16%
KCM
595
Kathmere Capital Management
Pennsylvania
$418K +$94.3K +400 +29%
PRC
596
Pearl River Capital
Michigan
$416K -$1.22M -5,169 -75%
CA
597
Clearstead Advisors
Ohio
$415K +$227K +962 +121%
PA
598
Parallel Advisors
California
$414K -$3.06K -13 -0.7%
CPIG
599
Chicago Partners Investment Group
Illinois
$409K -$5.18K -22 -1%
AAB
600
ABN AMRO Bank
Netherlands
$407K – – –
22 23
24
25 26