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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
UWS
601
Unique Wealth Strategies
Illinois
$522K +$39.8K +143 +8%
CC
602
Chicago Capital
Illinois
$522K – – –
RF
603
Rossby Financial
Florida
$519K +$524K +1,884 New
PWG
604
Portside Wealth Group
Utah
$518K +$39.8K +143 +8%
IPAM
605
ICICI Prudential Asset Management
India
$506K -$5.84K -21 -1%
UF
606
Univest Financial
Pennsylvania
$502K -$616K -2,213 -55%
RIA
607
Regal Investment Advisors
Michigan
$493K -$557 -2 -0.1%
BPC
608
Bryce Point Capital
New York
$490K +$495K +1,780 New
WTC
609
WhitTier Trust Company
Nevada
$486K +$32.3K +116 +7%
PC
610
Promus Capital
Illinois
$482K +$487K +1,750 New
RZH
611
Relyea Zuckerberg Hanson
Connecticut
$480K +$35.1K +126 +8%
SC
612
Savant Capital
Illinois
$475K +$23.9K +86 +5%
PVM
613
Palogic Value Management
Texas
$473K – – –
CPW
614
Crestmont Private Wealth
Texas
$473K +$17K +61 +4%
VT
615
Vise Technologies
New York
$469K +$224K +805 +90%
COI
616
Connable Office Inc
Michigan
$468K – – –
ECM
617
Everence Capital Management
Indiana
$468K -$932K -3,350 -66%
SIG
618
Sky Investment Group
Connecticut
$467K – – –
IWM
619
IHT Wealth Management
Illinois
$464K -$199K -714 -30%
FAIM
620
Financial Advocates Investment Management
Washington
$456K -$278 -1 -0.1%
SPA
621
Shore Point Advisors
New Jersey
$453K – – –
AF
622
Allworth Financial
California
$452K +$28.9K +104 +7%
CPIG
623
Chicago Partners Investment Group
Illinois
$449K +$1.11K +4 +0.3%
IAN
624
Integrated Advisors Network
Texas
$447K +$17.5K +63 +4%
BEI
625
Benjamin Edwards Inc
Missouri
$445K -$14.2K -51 -3%
23 24
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