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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
626
NovaPoint Capital
Georgia
$212K +$198K +1,020 New
QCG
627
Quadrant Capital Group
Ohio
$211K -$8.55K -44 -4%
ECM
628
Ensemble Capital Management
California
$210K -$36.9K -190 -16%
EFS
629
Essex Financial Services
Connecticut
$210K +$197K +1,014 New
FNBT
630
FineMark National Bank & Trust
Florida
$208K +$195K +1,003 New
CCM
631
Copeland Capital Management
Pennsylvania
$207K -$19.4K -100 -9%
BONST
632
Bank of Nova Scotia Trust
Ontario, Canada
$206K -$19.1K -98 -9%
SSB
633
Sandy Spring Bank
Maryland
$203K – – –
GC
634
Gilbert & Cook
Iowa
$202K +$190K +975 New
RB
635
Renasant Bank
Mississippi
$202K +$190K +975 New
YIA
636
YHB Investment Advisors
Connecticut
$200K +$187K +964 New
PA
637
Parallel Advisors
California
$191K -$60.9K -313 -25%
AAP
638
Arax Advisory Partners
Colorado
$187K +$1.55K +8 +0.9%
HIIFS
639
Harel Insurance Investments & Financial Services
Israel
$185K +$778 +4 +1%
EWM
640
Endurance Wealth Management
Rhode Island
$183K – – –
MAM
641
Magellan Asset Management
Australia
$182K +$146K +749 +576%
WT
642
Whittier Trust
California
$172K +$24.7K +127 +18%
S
643
SignatureFD
Georgia
$169K +$1.17K +6 +0.7%
AIM
644
Acropolis Investment Management
Missouri
$133K – – –
PA
645
Perennial Advisors
New York
$131K +$122K +630 New
FHA
646
First Horizon Advisors
Tennessee
$128K -$11.3K -58 -9%
NR
647
Newfound Research
Massachusetts
$127K +$87.7K +451 +282%
PWPS
648
Pinnacle Wealth Planning Services
Ohio
$119K +$111K +573 New
IPW
649
IronBridge Private Wealth
Texas
$117K +$110K +566 New
CTC
650
Central Trust Company
Missouri
$115K – – –
24 25
26
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