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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
BC
601
Burney Company
Virginia
$518K -$271K -1,108 -37%
CCA
602
Checchi Capital Advisers
California
$513K +$18.4K +75 +4%
CC
603
Chicago Capital
Illinois
$511K – – –
EAM
604
Empirical Asset Management
Massachusetts
$511K +$98.6K +403 +27%
PI
605
PineBridge Investments
New York
$508K -$11.7M -47,951 -96%
LAS
606
LWM Advisory Services
Florida
$496K -$13.2K -54 -3%
CIS
607
Custom Index Systems
New York
$491K +$446K +1,822 New
CPIG
608
Chicago Partners Investment Group
Illinois
$479K -$10.5K -43 -3%
PVM
609
Palogic Value Management
Texas
$472K -$7.1K -29 -2%
SIG
610
Sky Investment Group
Connecticut
$470K – – –
SFA
611
Sequoia Financial Advisors
Ohio
$468K -$12K -49 -3%
Lido Advisors
612
Lido Advisors
California
$465K -$5.14K -21 -1%
COI
613
Connable Office Inc
Michigan
$458K – – –
CIC
614
Chilton Investment Company
Connecticut
$456K -$5.87K -24 -1%
PP
615
Pegasus Partners
Wisconsin
$455K -$328K -1,339 -44%
AF
616
Allworth Financial
California
$450K +$16.2K +66 +4%
MA
617
MJP Associates
Connecticut
$449K +$16.4K +67 +4%
GLA
618
Great Lakes Advisors
Illinois
$449K -$23.5K -96 -5%
DP
619
Dearborn Partners
Illinois
$447K -$36.7K -150 -8%
CI Investments Inc
620
CI Investments Inc
Ontario, Canada
$446K -$20.3K -83 -5%
UWS
621
Unique Wealth Strategies
Illinois
$445K – – –
SPA
622
Shore Point Advisors
New Jersey
$444K +$245 +1 +0.1%
PFBT
623
Parkside Financial Bank & Trust
Missouri
$443K +$6.36K +26 +2%
GWM
624
Gibbs Wealth Management
Georgia
$441K +$129K +527 +47%
WP
625
WMS Partners
Maryland
$440K +$2.45K +10 +0.6%