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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
626
Lido Advisors
California
$219K +$205K +1,055 New
Merit Financial Group
627
Merit Financial Group
Georgia
$218K +$204K +1,048 New
HCP
628
Holt Capital Partners
Texas
$218K +$204K +1,050 New
NC
629
NovaPoint Capital
Georgia
$212K +$198K +1,020 New
Quadrant Capital Group
630
Quadrant Capital Group
Ohio
$211K -$8.55K -44 -4%
ECM
631
Ensemble Capital Management
California
$210K -$36.9K -190 -16%
EFS
632
Essex Financial Services
Connecticut
$210K +$197K +1,014 New
FineMark National Bank & Trust
633
FineMark National Bank & Trust
Florida
$208K +$195K +1,003 New
Copeland Capital Management
634
Copeland Capital Management
Pennsylvania
$207K -$19.4K -100 -9%
BONST
635
Bank of Nova Scotia Trust
Ontario, Canada
$206K -$19.1K -98 -9%
SSB
636
Sandy Spring Bank
Maryland
$203K – – –
GC
637
Gilbert & Cook
Iowa
$202K +$190K +975 New
RB
638
Renasant Bank
Mississippi
$202K +$190K +975 New
YIA
639
YHB Investment Advisors
Connecticut
$200K +$187K +964 New
Parallel Advisors
640
Parallel Advisors
California
$191K -$60.9K -313 -25%
Arax Advisory Partners
641
Arax Advisory Partners
Colorado
$187K +$1.55K +8 +0.9%
Harel Insurance Investments & Financial Services
642
Harel Insurance Investments & Financial Services
Israel
$185K +$778 +4 +1%
EWM
643
Endurance Wealth Management
Rhode Island
$183K – – –
Magellan Asset Management
644
Magellan Asset Management
Australia
$182K +$146K +749 +576%
Whittier Trust
645
Whittier Trust
California
$172K +$24.7K +127 +18%
SignatureFD
646
SignatureFD
Georgia
$169K +$1.17K +6 +0.7%
AIM
647
Acropolis Investment Management
Missouri
$133K – – –
PA
648
Perennial Advisors
New York
$131K +$122K +630 New
First Horizon Advisors
649
First Horizon Advisors
Tennessee
$128K -$11.3K -58 -9%
NR
650
Newfound Research
Massachusetts
$127K +$87.7K +451 +282%