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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
626
ClearBridge Investments
New York
$38K
SFSIG
627
San Francisco Sentry Investment Group
California
$37K -$2.05K -13 -6%
GWS
628
Glassman Wealth Services
Virginia
$37K +$3.95K +25 +13%
PCG
629
Private Capital Group
Connecticut
$36K -$8.38K -53 -20%
CFA
630
Carroll Financial Associates
North Carolina
$34K -$1.11K -7 -3%
BCA
631
Berman Capital Advisors
Georgia
$34K +$632 +4 +2%
LC
632
Lindbrook Capital
California
$34K +$2.53K +16 +9%
AIM
633
AIA Investment Management
Singapore
$32K -$42K -266 -59%
HGWM
634
Harvest Group Wealth Management
Massachusetts
$32K
VFA
635
Valeo Financial Advisors
Indiana
$32K +$2.37K +15 +9%
SL
636
Savior LLC
Massachusetts
$31K
CDIA
637
Capital Directions Investment Advisors
Georgia
$29K
RFA
638
Reilly Financial Advisors
California
$28K
WB
639
Webster Bank
Connecticut
$28K
AA
640
Ancora Advisors
Ohio
$26K
VCM
641
Vigilant Capital Management
Maine
$26K
KWM
642
Keebeck Wealth Management
Illinois
$25K +$23.7K +150 New
PWMG
643
Prestige Wealth Management Group
New Jersey
$23K +$8.06K +51 +61%
RFWA
644
RPg Family Wealth Advisory
Massachusetts
$21.4K
CI
645
CX Institutional
Indiana
$21K +$7.58K +48 +62%
BBA
646
Braun-Bostich & Associates
Pennsylvania
$20K +$5.85K +37 +47%
TCOV
647
Trust Company of Vermont
Vermont
$19K
SLF
648
Sun Life Financial
Ontario, Canada
$17K -$790 -5 -5%
SWM
649
Sugarloaf Wealth Management
Georgia
$17K
WEC
650
Winslow Evans & Crocker
Massachusetts
$17K +$3.16K +20 +25%