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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
601
Peapack-Gladstone Financial Corp
New Jersey
$234K +$703 +4 +0.3%
IIC
602
Integrated Investment Consultants
Michigan
$230K -$176 -1 -0.1%
AF
603
Allworth Financial
California
$227K -$13.5K -77 -6%
AC
604
ASB Consultores
Florida
$226K -$70.1K -399 -24%
NP
605
NorthRock Partners
Minnesota
$225K +$224K +1,277 New
ONB
606
Old National Bancorp
Indiana
$224K – – –
AG
607
Ascent Group
Virginia
$221K +$3.51K +20 +2%
NW
608
NewEdge Wealth
Pennsylvania
$220K -$26.2K -149 -11%
TCM
609
Tandem Capital Management
New Jersey
$220K +$703 +4 +0.3%
SWM
610
Spire Wealth Management
Virginia
$219K +$11.2K +64 +5%
CSI
611
Cross Staff Investments
New York
$219K – – –
MAM
612
Madison Asset Management
Wisconsin
$213K -$157K -894 -42%
IAN
613
Integrated Advisors Network
Texas
$210K -$39.2K -223 -16%
BSI
614
Bennett Selby Investments
Maine
$207K +$206K +1,172 New
VFA
615
Valeo Financial Advisors
Indiana
$206K +$206K +1,170 New
BTI
616
Blue Trust Inc
Georgia
$205K +$107K +607 +102%
UF
617
Univest Financial
Pennsylvania
$201K +$200K +1,138 New
AA
618
Apriem Advisors
California
$201K +$200K +1,137 New
KTC
619
Kistler-Tiffany Companies
Pennsylvania
$199K +$174K +992 +729%
CI Investments Inc
620
CI Investments Inc
Ontario, Canada
$193K +$43.8K +249 +29%
PFBT
621
Parkside Financial Bank & Trust
Missouri
$190K +$20.4K +116 +12%
EWM
622
Evermay Wealth Management
Virginia
$190K – – –
SIM
623
Sentry Investment Management
Wisconsin
$184K -$5.8K -33 -3%
CCM
624
Copeland Capital Management
Pennsylvania
$182K – – –
AAM
625
Advisors Asset Management
Colorado
$179K -$307K -1,748 -63%