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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
AF
601
Allworth Financial
California
$227K -$13.5K -77 -6%
AC
602
ASB Consultores
Florida
$226K -$70.1K -399 -24%
NP
603
NorthRock Partners
Minnesota
$225K +$224K +1,277 New
ONB
604
Old National Bancorp
Indiana
$224K
AG
605
Ascent Group
Virginia
$221K +$3.51K +20 +2%
NW
606
NewEdge Wealth
Pennsylvania
$220K -$26.2K -149 -11%
TCM
607
Tandem Capital Management
New Jersey
$220K +$703 +4 +0.3%
SWM
608
Spire Wealth Management
Virginia
$219K +$11.2K +64 +5%
CSI
609
Cross Staff Investments
New York
$219K
MAM
610
Madison Asset Management
Wisconsin
$213K -$157K -894 -42%
IAN
611
Integrated Advisors Network
Texas
$210K -$39.2K -223 -16%
BSI
612
Bennett Selby Investments
Maine
$207K +$206K +1,172 New
VFA
613
Valeo Financial Advisors
Indiana
$206K +$206K +1,170 New
BTI
614
Blue Trust Inc
Georgia
$205K +$107K +607 +102%
UF
615
Univest Financial
Pennsylvania
$201K +$200K +1,138 New
AA
616
Apriem Advisors
California
$201K +$200K +1,137 New
KTC
617
Kistler-Tiffany Companies
Pennsylvania
$199K +$174K +992 +729%
CI Investments Inc
618
CI Investments Inc
Ontario, Canada
$193K +$43.8K +249 +29%
PFBT
619
Parkside Financial Bank & Trust
Missouri
$190K +$20.4K +116 +12%
EWM
620
Evermay Wealth Management
Virginia
$190K
SIM
621
Sentry Investment Management
Wisconsin
$184K -$5.8K -33 -3%
CCM
622
Copeland Capital Management
Pennsylvania
$182K
AAM
623
Advisors Asset Management
Colorado
$179K -$307K -1,748 -63%
PAM
624
Paradigm Asset Management
New York
$176K
WPWM
625
Western Pacific Wealth Management
Illinois
$176K