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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
601
Clarius Group LLC
Washington
$214K +$177 +1 +0.1%
RCAG
602
Rehmann Capital Advisory Group
Michigan
$213K +$12.9K +73 +6%
GWM
603
Greenwich Wealth Management
Connecticut
$213K -$25K -141 -10%
KPW
604
Kore Private Wealth
New York
$213K +$216K +1,218 New
HNB
605
Huntington National Bank
Ohio
$210K -$10.6K -60 -5%
CG
606
Caprock Group
Idaho
$208K -$66.9K -377 -24%
CWM
607
Chesapeake Wealth Management
Virginia
$207K -$184K -1,039 -47%
CAM
608
Congress Asset Management
Massachusetts
$205K +$208K +1,172 New
HSA
609
HBK Sorce Advisory
Pennsylvania
$202K -$151K -853 -42%
BSI
610
Bennett Selby Investments
Maine
$202K – – –
SIG
611
Sky Investment Group
Connecticut
$202K +$205K +1,158 New
QCG
612
Quadrant Capital Group
Ohio
$192K -$7.8K -44 -4%
AAM
613
Advisors Asset Management
Colorado
$192K +$44K +248 +29%
PA
614
Parallel Advisors
California
$189K +$24.3K +137 +14%
EWM
615
Evermay Wealth Management
Virginia
$188K +$191K +1,075 New
APA
616
American Portfolios Advisors
New York
$187K -$521K -2,938 -73%
AF
617
Allworth Financial
California
$186K – – –
FGAM
618
Financial Gravity Asset Management
Texas
$185K -$177 -1 -2%
SSB
619
Sandy Spring Bank
Maryland
$182K – – –
CCM
620
Copeland Capital Management
Pennsylvania
$176K – – –
LSA
621
Leonteq Securities AG
Switzerland
$175K – – –
WA
622
WestEnd Advisors
North Carolina
$174K – – –
WAM
623
Wolverine Asset Management
Illinois
$172K +$175K +989 New
AAP
624
Arax Advisory Partners
Colorado
$169K +$171K +965 New
SPIA
625
Steward Partners Investment Advisory
New York
$141K -$2.84K -16 -2%
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