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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
576
Coldstream Capital Management
Washington
$586K +$6.61K +27 +1%
NG
577
NWK Group
California
$584K – – –
P
578
&Partners
Tennessee
$580K +$526K +2,151 New
PL
579
Perpetual Ltd
Australia
$571K -$9.79K -40 -2%
EF
580
Empowered Funds
Pennsylvania
$568K -$160K -654 -24%
AWM
581
Apollon Wealth Management
South Carolina
$568K +$5.38K +22 +1%
RA
582
RFG Advisory
Alabama
$567K -$48.2K -197 -9%
BBHC
583
Brown Brothers Harriman & Co
New York
$566K +$2.2K +9 +0.4%
RZH
584
Relyea Zuckerberg Hanson
Connecticut
$563K +$161K +659 +46%
PA
585
Parallel Advisors
California
$560K +$36.2K +148 +8%
EI
586
Ellevest Inc
New York
$559K -$17.1K -70 -3%
NP
587
NorthRock Partners
Minnesota
$556K +$118K +481 +30%
HNB
588
Huntington National Bank
Ohio
$554K -$70.5K -288 -12%
AWM
589
Axxcess Wealth Management
California
$551K +$185K +758 +59%
BMC
590
Benin Management Corp
Connecticut
$542K +$492K +2,012 New
EBT
591
Enterprise Bank & Trust
Massachusetts
$542K – – –
WFS
592
Walker Financial Services
Kentucky
$541K +$1.47K +6 +0.3%
HBT
593
Hills Bank & Trust
Iowa
$539K -$14.7K -60 -3%
AT
594
Avalon Trust
New Mexico
$537K – – –
HI
595
Horizon Investments
North Carolina
$535K -$3.43K -14 -0.7%
CFG
596
Citizens Financial Group
Rhode Island
$534K +$243K +995 +101%
WPC
597
Wedmont Private Capital
Pennsylvania
$530K +$12.2K +50 +3%
GGV
598
GG Group Ventures
Florida
$523K +$482K +1,969 New
MSFS
599
Main Street Financial Solutions
Pennsylvania
$520K +$7.34K +30 +2%
BC
600
Burney Company
Virginia
$518K -$271K -1,108 -37%
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