VRSK icon

Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
576
GAMMA Investing
California
$607K +$179K +732 +48%
CCM
577
Coldstream Capital Management
Washington
$586K +$6.61K +27 +1%
NG
578
NWK Group
California
$584K – – –
P
579
&Partners
Tennessee
$580K +$526K +2,151 New
PL
580
Perpetual Ltd
Australia
$571K -$9.79K -40 -2%
EF
581
Empowered Funds
Pennsylvania
$568K -$160K -654 -24%
AWM
582
Apollon Wealth Management
South Carolina
$568K +$5.38K +22 +1%
RA
583
RFG Advisory
Alabama
$567K -$48.2K -197 -9%
BBHC
584
Brown Brothers Harriman & Co
New York
$566K +$2.2K +9 +0.4%
RZH
585
Relyea Zuckerberg Hanson
Connecticut
$563K +$161K +659 +46%
PA
586
Parallel Advisors
California
$560K +$36.2K +148 +8%
EI
587
Ellevest Inc
New York
$559K -$17.1K -70 -3%
NP
588
NorthRock Partners
Minnesota
$556K +$118K +481 +30%
HNB
589
Huntington National Bank
Ohio
$554K -$70.5K -288 -12%
AWM
590
Axxcess Wealth Management
California
$551K +$185K +758 +59%
BMC
591
Benin Management Corp
Connecticut
$542K +$492K +2,012 New
EBT
592
Enterprise Bank & Trust
Massachusetts
$542K – – –
WFS
593
Walker Financial Services
Kentucky
$541K +$1.47K +6 +0.3%
HBT
594
Hills Bank & Trust
Iowa
$539K -$14.7K -60 -3%
AT
595
Avalon Trust
New Mexico
$537K – – –
HI
596
Horizon Investments
North Carolina
$535K -$3.43K -14 -0.7%
CFG
597
Citizens Financial Group
Rhode Island
$534K +$243K +995 +101%
WPC
598
Wedmont Private Capital
Pennsylvania
$530K +$12.2K +50 +3%
GGV
599
GG Group Ventures
Florida
$523K +$482K +1,969 New
MSFS
600
Main Street Financial Solutions
Pennsylvania
$520K +$7.34K +30 +2%
22 23
24
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