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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
601
Clarius Group LLC
Washington
$216K +$4.95K +27 +2%
FFW
602
Fusion Family Wealth
New York
$214K – – –
JF
603
JSF Financial
California
$211K +$14.3K +78 +7%
KP
604
Keel Point
Alabama
$211K +$219K +1,195 New
JF
605
Jump Financial
Illinois
$210K -$111K -606 -34%
CAN
606
Cetera Advisor Networks
California
$208K -$38.3K -209 -15%
RFC
607
Regions Financial Corp
Alabama
$206K +$549 +3 +0.3%
QI
608
Qtron Investments
Massachusetts
$205K -$515K -2,810 -71%
BSI
609
Bennett Selby Investments
Maine
$204K +$183 +1 +0.1%
RCAG
610
Rehmann Capital Advisory Group
Michigan
$203K -$39.4K -215 -16%
QCG
611
Quadrant Capital Group
Ohio
$202K +$23.1K +126 +12%
SBSB
612
Sullivan, Bruyette, Speros & Blaney
Virginia
$201K +$1.28K +7 +0.6%
WT
613
Whittier Trust
California
$194K +$49.3K +269 +33%
AF
614
Allworth Financial
California
$189K +$180K +982 +1,155%
SSB
615
Sandy Spring Bank
Maryland
$184K +$11.4K +62 +6%
CCM
616
Copeland Capital Management
Pennsylvania
$178K +$2.38K +13 +1%
LSA
617
Leonteq Securities AG
Switzerland
$177K +$128K +700 +233%
NICM
618
Neo Ivy Capital Management
New York
$174K +$180K +985 New
PA
619
Parallel Advisors
California
$167K +$4.39K +24 +3%
AAM
620
Advisors Asset Management
Colorado
$151K +$109K +594 +229%
SPIA
621
Steward Partners Investment Advisory
New York
$145K +$60.8K +332 +68%
BCM
622
Blume Capital Management
California
$139K +$144K +786 New
ST
623
Smithfield Trust
Pennsylvania
$122K +$44.1K +241 +53%
AIM
624
Acropolis Investment Management
Missouri
$113K – – –
BAM
625
Belpointe Asset Management
Nevada
$113K +$117K +638 New
23 24
25
26 27