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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
576
Gibbs Wealth Management
Georgia
$653K -$179K -652 -20%
AT
577
Avalon Trust
New Mexico
$652K +$165K +602 +30%
ATC
578
Argent Trust Co
Tennessee
$649K -$37.1K -135 -5%
FTWA
579
Fifth Third Wealth Advisors
Ohio
$646K +$183K +665 +35%
SAM
580
Sompo Asset Management
Japan
$644K
EI
581
Ellevest Inc
New York
$643K +$117K +427 +20%
CIA
582
Concurrent Investment Advisors
Florida
$643K -$7.14K -26 -1%
CPW
583
Crestmont Private Wealth
Texas
$641K +$83.4K +304 +14%
MCG
584
McCollum Christoferson Group
New York
$640K -$3.84K -14 -0.5%
VT
585
Vise Technologies
New York
$632K -$120K -439 -15%
FLPIM
586
F.L. Putnam Investment Management
Massachusetts
$632K -$34.6K -126 -5%
AAS
587
Ameritas Advisory Services
Nebraska
$630K +$645K +2,349 +1,515%
SCA
588
Snowden Capital Advisors
New York
$624K +$26.9K +98 +4%
SYBT
589
Stock Yards Bank & Trust
Kentucky
$623K -$6.59K -24 -1%
PHK
590
Point72 Hong Kong
Hong Kong
$623K +$209K +763 +45%
RSWM
591
Robertson Stephens Wealth Management
California
$622K -$20.3K -74 -3%
HAG
592
HighPoint Advisor Group
Illinois
$612K -$32.4K -118 -5%
CT
593
Chicago Trust
Illinois
$608K +$61.5K +224 +10%
AWM
594
Apollon Wealth Management
South Carolina
$602K -$205K -748 -24%
PC
595
Promus Capital
Illinois
$599K +$14.5K +53 +2%
CCM
596
Coldstream Capital Management
Washington
$595K +$10.2K +37 +2%
KF
597
Krilogy Financial
Missouri
$593K +$761K +2,772 New
DS
598
DRW Securities
Illinois
$585K +$323K +1,178 +103%
Wolverine Trading
599
Wolverine Trading
Illinois
$581K +$641K +2,334 New
BBHC
600
Brown Brothers Harriman & Co
New York
$580K +$166K +606 +36%