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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
601
Sompo Asset Management
Japan
$550K -$22.6K -100 -4%
HAG
602
HighPoint Advisor Group
Illinois
$546K +$2.03K +9 +0.4%
FAMI
603
Fideuram Asset Management (Ireland)
$540K +$414K +1,835 New
AF
604
Allworth Financial
California
$538K +$93.9K +416 +21%
RP
605
Riverwater Partners
Wisconsin
$524K +$204K +906 +63%
SG
606
StoneX Group
New York
$522K +$526K +2,331 New
RIA
607
Regal Investment Advisors
Michigan
$518K +$34.5K +153 +7%
CPW
608
Crestmont Private Wealth
Texas
$509K -$61.8K -274 -11%
EWM
609
Evercore Wealth Management
New York
$506K – – –
SEA
610
Stegent Equity Advisors
Texas
$503K -$286K -1,266 -36%
VP
611
Verum Partners
North Carolina
$503K +$2.93K +13 +0.6%
MWM
612
Maridea Wealth Management
New York
$501K +$506K +2,241 New
IPAM
613
ICICI Prudential Asset Management
India
$500K +$20.5K +91 +4%
SF
614
Seros Financial
Arizona
$497K -$16.9K -75 -3%
HCM
615
Heathbridge Capital Management
Ontario, Canada
$494K +$499K +2,210 New
TG
616
TCW Group
California
$494K +$498K +2,208 New
MIM
617
Martin Investment Management
Florida
$485K -$5.68M -25,169 -92%
GS
618
GTS Securities
Florida
$485K -$436K -1,930 -47%
NG
619
NWK Group
California
$485K – – –
WG
620
Watchman Group
Texas
$482K -$14.7K -65 -3%
HIP
621
HUB Investment Partners
Texas
$474K +$39.9K +177 +9%
AI
622
AdvisorShares Investments
Maryland
$473K +$98.6K +437 +26%
VFA
623
Voya Financial Advisors
Connecticut
$465K +$47.2K +209 +11%
PWG
624
Portside Wealth Group
Utah
$461K +$53.5K +237 +13%
CAG
625
Crestwood Advisors Group
Massachusetts
$458K +$109K +481 +31%
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