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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
601
Checchi Capital Advisers
California
$590K +$8.65K +30 +2%
UWS
602
Unique Wealth Strategies
Illinois
$583K +$17.3K +60 +3%
RIA
603
Regal Investment Advisors
Michigan
$581K +$46.4K +161 +9%
CPC
604
CFC Planning Company
Indiana
$580K +$562K +1,950 New
YIH
605
Y-Intercept (HK)
Hong Kong
$579K -$10.4K -36 -2%
MM
606
MQS Management
New York
$579K +$561K +1,945 New
AFG
607
Atomi Financial Group
New York
$576K +$111K +385 +25%
RA
608
RFG Advisory
Alabama
$574K -$9.22K -32 -2%
VFA
609
Voya Financial Advisors
Connecticut
$573K -$57.4K -199 -9%
AWM
610
Axxcess Wealth Management
California
$570K +$209K +724 +61%
CC
611
Chicago Capital
Illinois
$564K
AGC
612
Aspen Grove Capital
Colorado
$564K +$546K +1,895 New
ECM
613
Everence Capital Management
Indiana
$560K +$51.9K +180 +11%
PC
614
Promus Capital
Illinois
$559K +$37.2K +129 +7%
SAM
615
Smartleaf Asset Management
Massachusetts
$546K +$164K +568 +44%
SC
616
Saiph Capital
New Jersey
$545K -$296K -1,026 -36%
FTWA
617
Fifth Third Wealth Advisors
Ohio
$544K +$107K +370 +25%
BC
618
Burney Company
Virginia
$541K -$213K -740 -29%
CPIG
619
Chicago Partners Investment Group
Illinois
$536K +$37.2K +129 +8%
VAS
620
Vestmark Advisory Solutions
Massachusetts
$536K +$254K +882 +96%
IPAM
621
ICICI Prudential Asset Management
India
$535K -$11.2K -39 -2%
WTC
622
WhitTier Trust Company
Nevada
$530K +$4.9K +17 +1%
MA
623
MJP Associates
Connecticut
$528K -$37.2K -129 -7%
RF
624
Rossby Financial
Florida
$521K -$17.9K -62 -3%
Lido Advisors
625
Lido Advisors
California
$517K -$263K -913 -34%