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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
601
Carroll Financial Associates
North Carolina
$68K -$621 -4 -0.9%
WTC
602
WhitTier Trust Company
Nevada
$64K – – –
CIA
603
CSat Investment Advisory
Michigan
$64K +$6.21K +40 +11%
FCA
604
FinTrust Capital Advisors
South Carolina
$62K +$25.8K +166 +74%
Loomis, Sayles & Company
605
Loomis, Sayles & Company
Massachusetts
$62K +$61.3K +395 New
PA
606
Parallel Advisors
California
$61K +$35.5K +229 +144%
GWS
607
Glassman Wealth Services
Virginia
$48K – – –
AF
608
Advisornet Financial
Minnesota
$43K +$4.65K +30 +13%
ClearBridge Investments
609
ClearBridge Investments
New York
$43K +$6.98K +45 +20%
PCG
610
Private Capital Group
Connecticut
$42K +$11.8K +76 +40%
RWA
611
Ropes Wealth Advisors
Massachusetts
$41K -$5.28K -34 -12%
LC
612
Lindbrook Capital
California
$40K -$32K -206 -45%
CFG
613
Citizens Financial Group
Rhode Island
$37K +$18K +116 +99%
PCM
614
Prelude Capital Management
New York
$36K +$24.7K +159 +237%
TWA
615
TCI Wealth Advisors
Arizona
$34K – – –
MAM
616
Meeder Asset Management
Ohio
$31K +$7.91K +51 +35%
HGWM
617
Harvest Group Wealth Management
Massachusetts
$30K – – –
AS
618
Altshuler Shaham
Israel
$28K +$26.4K +170 +1,889%
SBL
619
Sargent Bickham Lagudis
Colorado
$27K -$436K -2,812 -94%
CJA
620
C-J Advisory
California
$27K – – –
CDIA
621
Capital Directions Investment Advisors
Georgia
$27K +$26.4K +170 New
RFA
622
Reilly Financial Advisors
California
$26K – – –
WB
623
Webster Bank
Connecticut
$26K – – –
BCA
624
Berman Capital Advisors
Georgia
$25K – – –
FHA
625
Flagship Harbor Advisors
Massachusetts
$25K +$8.22K +53 +50%