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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
601
Acropolis Investment Management
Missouri
$109K +$101K +641 New
AF
602
Advisornet Financial
Minnesota
$102K +$79K +500 +500%
CIA
603
CSat Investment Advisory
Michigan
$99K +$10.1K +64 +12%
CTC
604
Central Trust Company
Missouri
$95K -$98.8K -625 -53%
HIA
605
Harbor Investment Advisory
Maryland
$92K
Carson Wealth (CWM LLC)
606
Carson Wealth (CWM LLC)
Nebraska
$89K
IA
607
IndexIQ Advisors
New York
$81K +$66.5K +421 +752%
WTC
608
WhitTier Trust Company
Nevada
$78K +$8.53K +54 +13%
LWM
609
Lenox Wealth Management
Ohio
$77K -$948 -6 -1%
FHA
610
Flagship Harbor Advisors
Massachusetts
$77K +$46K +291 +181%
ST
611
Smithfield Trust
Pennsylvania
$75K
HPC
612
HM Payson & Co
Maine
$65K -$6.95K -44 -10%
CA
613
Clearstead Advisors
Ohio
$62K
TF
614
Tompkins Financial
New York
$59K -$18.5K -117 -25%
KPW
615
Kore Private Wealth
New York
$55K +$6.16K +39 +14%
EP
616
Eudaimonia Partners
Tennessee
$55K +$50.9K +322 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
617
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$55K +$51.2K +324 New
SC
618
Solstein Capital
California
$54K
AssetMark Inc
619
AssetMark Inc
California
$53K -$900K -5,698 -95%
ETC
620
Exchange Traded Concepts
Oklahoma
$53K +$49.1K +311 New
TC
621
Truvestments Capital
Florida
$52K
SBL
622
Sargent Bickham Lagudis
Colorado
$51K
RWA
623
Ropes Wealth Advisors
Massachusetts
$44K
PCM
624
Penserra Capital Management
California
$40K +$1.26K +8 +3%
TWA
625
TCI Wealth Advisors
Arizona
$39K +$1.9K +12 +6%