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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
FB
601
Fulton Bank
Pennsylvania
$218K -$657K -3,704 -75%
MOS
602
MGO One Seven
Ohio
$216K +$219K +1,235 New
PFO
603
Pathstone Family Office
New Jersey
$216K +$219K +1,237 New
CGL
604
Clarius Group LLC
Washington
$214K +$177 +1 +0.1%
RCAG
605
Rehmann Capital Advisory Group
Michigan
$213K +$12.9K +73 +6%
GWM
606
Greenwich Wealth Management
Connecticut
$213K -$25K -141 -10%
KPW
607
Kore Private Wealth
New York
$213K +$216K +1,218 New
BBHC
608
Brown Brothers Harriman & Co
New York
$211K -$7.09K -40 -3%
HNB
609
Huntington National Bank
Ohio
$210K -$10.6K -60 -5%
CG
610
Caprock Group
Idaho
$208K -$66.9K -377 -24%
CWM
611
Chesapeake Wealth Management
Virginia
$207K -$184K -1,039 -47%
CAM
612
Congress Asset Management
Massachusetts
$205K +$208K +1,172 New
HSA
613
HBK Sorce Advisory
Pennsylvania
$202K -$151K -853 -42%
BSI
614
Bennett Selby Investments
Maine
$202K – – –
SIG
615
Sky Investment Group
Connecticut
$202K +$205K +1,158 New
QCG
616
Quadrant Capital Group
Ohio
$192K -$7.8K -44 -4%
AAM
617
Advisors Asset Management
Colorado
$192K +$44K +248 +29%
PA
618
Parallel Advisors
California
$189K +$24.3K +137 +14%
EWM
619
Evermay Wealth Management
Virginia
$188K +$191K +1,075 New
APA
620
American Portfolios Advisors
New York
$187K -$521K -2,938 -73%
AF
621
Allworth Financial
California
$186K – – –
FGAM
622
Financial Gravity Asset Management
Texas
$185K +$9.76K +55 New
SSB
623
Sandy Spring Bank
Maryland
$182K – – –
CCM
624
Copeland Capital Management
Pennsylvania
$176K – – –
LSA
625
Leonteq Securities AG
Switzerland
$175K – – –
23 24
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