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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
601
Proficio Capital Partners
Massachusetts
$235K -$20K -103 -8%
BTWM
602
Baker Tilly Wealth Management
Wisconsin
$235K +$227K +1,173 New
BSI
603
Bennett Selby Investments
Maine
$234K +$2.91K +15 +1%
SIM
604
Stratos Investment Management
Ohio
$230K +$222K +1,146 New
JF
605
Jump Financial
Illinois
$230K +$222K +1,147 New
WFI
606
West Family Investments
California
$230K +$223K +1,149 New
AF
607
Allworth Financial
California
$228K +$13.8K +71 +7%
APA
608
American Portfolios Advisors
New York
$227K +$12.2K +63 +6%
BPA
609
Beacon Pointe Advisors
California
$226K -$295K -1,521 -57%
LWAC
610
Laurel Wealth Advisors (California)
California
$222K +$214K +1,106 New
WA
611
Wealth Alliance
New York
$222K +$215K +1,108 New
GWM
612
Greenwich Wealth Management
Connecticut
$220K -$23.2K -120 -10%
ALAM
613
Asahi Life Asset Management
Japan
$220K +$213K +1,100 New
GC
614
Gilbert & Cook
Iowa
$216K +$209K +1,079 New
EWM
615
Evermay Wealth Management
Virginia
$215K – – –
MOS
616
MGO One Seven
Ohio
$210K -$45.9K -237 -19%
MFG
617
Merit Financial Group
Georgia
$210K +$203K +1,048 New
ABC
618
Associated Banc-Corp
Wisconsin
$210K +$203K +1,050 New
HCP
619
Holt Capital Partners
Texas
$210K +$203K +1,050 New
GCP
620
GSA Capital Partners
United Kingdom
$209K +$202K +1,045 New
FNBT
621
FineMark National Bank & Trust
Florida
$206K +$200K +1,031 New
FGAM
622
Financial Gravity Asset Management
Texas
$205K -$5.42K -28 -51%
MFW
623
Meristem Family Wealth
Minnesota
$204K +$197K +1,019 New
SSB
624
Sandy Spring Bank
Maryland
$203K -$4.84K -25 -2%
CCM
625
Copeland Capital Management
Pennsylvania
$202K – – –
23 24
25
26 27