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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
EBT
601
Enterprise Bank & Trust
Massachusetts
$474K -$60K -250 -11%
HI
602
Horizon Investments
North Carolina
$471K +$5.53K +23 +1%
WFS
603
Walker Financial Services
Kentucky
$471K +$480K +2,000 New
CPBTD
604
Central Pacific Bank - Trust Division
Hawaii
$470K +$485K +2,020 New
AT
605
Avalon Trust
New Mexico
$469K
Walleye Capital
606
Walleye Capital
New York
$467K +$476K +1,980 New
SWP
607
Stratos Wealth Partners
Ohio
$463K +$70.9K +295 +18%
PA
608
Parallel Advisors
California
$454K +$12.3K +51 +3%
MSFS
609
Main Street Financial Solutions
Pennsylvania
$447K -$14.4K -60 -3%
LAS
610
LWM Advisory Services
Florida
$447K -$24K -100 -5%
CC
611
Chicago Capital
Illinois
$447K
UWS
612
Unique Wealth Strategies
Illinois
$445K +$454K +1,888 New
FCP
613
Fidelis Capital Partners
Florida
$444K +$19.9K +83 +5%
CCA
614
Checchi Capital Advisers
California
$431K -$4.56K -19 -1%
AIM
615
Artemis Investment Management
United Kingdom
$428K -$404K -1,680 -48%
WPC
616
Wedmont Private Capital
Pennsylvania
$427K +$14.9K +62 +3%
DP
617
Dearborn Partners
Illinois
$426K -$57.4K -239 -12%
SFA
618
Sequoia Financial Advisors
Ohio
$421K -$161K -669 -27%
PVM
619
Palogic Value Management
Texas
$420K
BFM
620
Boothbay Fund Management
New York
$418K +$426K +1,775 New
GLA
621
Great Lakes Advisors
Illinois
$415K -$6K -25 -1%
ICG
622
InterOcean Capital Group
Tennessee
$413K -$78.1K -325 -16%
SIG
623
Sky Investment Group
Connecticut
$411K -$36K -150 -8%
Lido Advisors
624
Lido Advisors
California
$411K -$18.7K -78 -4%
CI Investments Inc
625
CI Investments Inc
Ontario, Canada
$409K +$65.1K +271 +18%