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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
601
Checchi Capital Advisers
California
$526K +$16.2K +60 +3%
HI
602
Horizon Investments
North Carolina
$518K -$14.6K -54 -3%
GWM
603
Gibbs Wealth Management
Georgia
$516K +$78.5K +290 +18%
BI
604
BlueSpruce Investments
Illinois
$511K -$223K -822 -30%
CC
605
Chicago Capital
Illinois
$508K
MSFS
606
Main Street Financial Solutions
Pennsylvania
$508K -$8.93K -33 -2%
BC
607
Burney Company
Virginia
$504K -$11.1K -41 -2%
SFA
608
Sequoia Financial Advisors
Ohio
$502K +$36.3K +134 +8%
SEA
609
Stegent Equity Advisors
Texas
$501K -$524K -1,935 -51%
IPAM
610
ICICI Prudential Asset Management
India
$498K +$79K +292 +19%
BFM
611
Boothbay Fund Management
New York
$490K -$1.16M -4,272 -70%
CUAMC
612
China Universal Asset Management Company
China
$484K +$257K +949 +111%
RIA
613
Regal Investment Advisors
Michigan
$480K +$65.2K +241 +16%
FFA
614
Farther Finance Advisors
California
$473K +$47.4K +175 +11%
UWS
615
Unique Wealth Strategies
Illinois
$470K -$36.3K -134 -7%
PWG
616
Portside Wealth Group
Utah
$465K +$39.5K +146 +9%
SW
617
Simplicity Wealth
New Jersey
$462K -$1M -3,711 -68%
PVM
618
Palogic Value Management
Texas
$461K -$8.93K -33 -2%
CI Investments Inc
619
CI Investments Inc
Ontario, Canada
$458K +$14.9K +55 +3%
MA
620
MJP Associates
Connecticut
$457K +$11.4K +42 +3%
COI
621
Connable Office Inc
Michigan
$456K
SIG
622
Sky Investment Group
Connecticut
$454K -$13.5K -50 -3%
CIC
623
Chilton Investment Company
Connecticut
$454K
BEI
624
Benjamin Edwards Inc
Missouri
$447K +$316K +1,167 +234%
FAIM
625
Financial Advocates Investment Management
Washington
$444K +$24.9K +92 +6%