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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
576
World Investment Advisors
California
$627K -$412K -1,827 -39%
CBA
577
Coastal Bridge Advisors
Connecticut
$616K +$622K +2,755 New
CCM
578
Coldstream Capital Management
Washington
$616K +$87.3K +387 +16%
CFG
579
Citizens Financial Group
Rhode Island
$611K -$141K -624 -19%
CT
580
Chicago Trust
Illinois
$611K +$70.9K +314 +13%
KF
581
Krilogy Financial
Missouri
$610K +$451 +2 +0.1%
BMC
582
Benin Management Corp
Connecticut
$608K
PWM
583
Perigon Wealth Management
California
$607K +$219K +969 +55%
BIG
584
Brooklyn Investment Group
New York
$607K +$379K +1,679 +164%
GC
585
Gilbert & Cook
Iowa
$604K -$20.8K -92 -3%
GAM
586
Groupama Asset Management
France
$596K -$62.5K -277 -9%
TM
587
Taproot Management
New York
$594K +$599K +2,654 New
SCA
588
Snowden Capital Advisors
New York
$593K +$38.6K +171 +7%
SFC
589
SYM Financial Corp
Indiana
$589K +$178K +790 +43%
CT
590
ClearAlpha Technologies
Connecticut
$587K +$218K +968 +58%
AG
591
Ascent Group
Virginia
$581K -$89.1K -395 -13%
PAG
592
Private Advisor Group
New Jersey
$581K +$79.9K +354 +16%
AT
593
Avalon Trust
New Mexico
$580K -$451 -2 -0.1%
BWM
594
Baron Wealth Management
Michigan
$574K +$84.6K +375 +17%
Lido Advisors
595
Lido Advisors
California
$573K +$25.1K +111 +5%
MCG
596
McCollum Christoferson Group
New York
$569K
BFM
597
Boothbay Fund Management
New York
$562K +$567K +2,511 New
ATC
598
Argent Trust Co
Tennessee
$555K -$22.6K -100 -4%
SYBT
599
Stock Yards Bank & Trust
Kentucky
$554K
TP
600
Tranquility Partners
Tennessee
$551K -$139K -617 -20%