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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
SF
601
Seros Financial
Arizona
$578K
EAM
602
Erste Asset Management
Austria
$576K -$1.43M -5,193 -69%
BBA
603
Baader Bank Aktiengesellschaft
Germany
$571K +$45.8K +167 +8%
MSFS
604
Main Street Financial Solutions
Pennsylvania
$570K -$17K -62 -3%
EWM
605
Evercore Wealth Management
New York
$568K
PCA
606
Pallas Capital Advisors
Massachusetts
$568K +$620K +2,259 New
PAG
607
Private Advisor Group
New Jersey
$564K -$33.8K -123 -5%
VP
608
Verum Partners
North Carolina
$562K
Lido Advisors
609
Lido Advisors
California
$559K +$116K +421 +23%
PA
610
Parallel Advisors
California
$559K -$94.4K -344 -13%
WG
611
Watchman Group
Texas
$558K
AC
612
AXQ Capital
New Jersey
$552K +$602K +2,194 New
BWM
613
Baron Wealth Management
Michigan
$551K -$15.6K -57 -3%
CPCPP
614
Canada Post Corporation Pension Plan
Canada
$549K
NG
615
NWK Group
California
$545K
RIA
616
Regal Investment Advisors
Michigan
$544K +$69.2K +252 +13%
IPAM
617
ICICI Prudential Asset Management
India
$539K +$108K +392 +22%
SM
618
STF Management
Texas
$518K -$16.2K -59 -3%
ECM
619
Eisler Capital Management
United Kingdom
$515K +$562K +2,048 New
SBFM
620
S-Bank Fund Management
Finland
$512K -$7.41K -27 -1%
CIS
621
Custom Index Systems
New York
$512K +$198K +720 +55%
SAM
622
Smartleaf Asset Management
Massachusetts
$511K +$175K +639 +45%
WFS
623
Walker Financial Services
Kentucky
$508K +$1.1K +4 +0.2%
SWP
624
Sagespring Wealth Partners
Tennessee
$508K -$140K -510 -20%
ECM
625
Element Capital Management
New York
$505K +$551K +2,009 New