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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
601
IHT Wealth Management
Illinois
$231K +$254K +1,357 New
PCP
602
Proficio Capital Partners
Massachusetts
$230K +$4.3K +23 +2%
5L
603
55I LLC
Massachusetts
$229K +$251K +1,341 New
PGFC
604
Peapack-Gladstone Financial Corp
New Jersey
$226K +$248K +1,325 New
LNC
605
Lincoln National Corp
Pennsylvania
$226K +$248K +1,329 New
AG
606
Ascent Group
Virginia
$225K -$30.1K -161 -12%
IIC
607
Integrated Investment Consultants
Michigan
$223K +$935 +5 +0.4%
OFS
608
OneAscent Financial Services
Alabama
$222K -$52.3K -280 -18%
KWM
609
Kolinsky Wealth Management
New Jersey
$218K +$239K +1,278 New
ONB
610
Old National Bancorp
Indiana
$216K -$16.3K -87 -6%
MAM
611
Magellan Asset Management
Australia
$215K -$60K -321 -20%
CSI
612
Cross Staff Investments
New York
$211K
TCM
613
Tandem Capital Management
New Jersey
$208K
AWM
614
Apollon Wealth Management
South Carolina
$207K +$227K +1,216 New
KCM
615
Kathmere Capital Management
Pennsylvania
$206K +$225K +1,206 New
ET
616
Equitable Trust
Tennessee
$203K -$25.8K -138 -10%
SWM
617
Spire Wealth Management
Virginia
$201K -$97.8K -523 -31%
AAP
618
Arax Advisory Partners
Colorado
$199K -$2.99K -16 -1%
AssetMark Inc
619
AssetMark Inc
California
$192K +$69K +369 +49%
SIM
620
Sentry Investment Management
Wisconsin
$184K
EWM
621
Evermay Wealth Management
Virginia
$183K
TWI
622
Thomas White International
Illinois
$179K
CCM
623
Copeland Capital Management
Pennsylvania
$176K +$748 +4 +0.4%
PAM
624
Paradigm Asset Management
New York
$171K -$18.7K -100 -9%
WPWM
625
Western Pacific Wealth Management
Illinois
$170K