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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
PA
626
Perennial Advisors
New York
$111K
IPW
627
IronBridge Private Wealth
Texas
$100K
CTC
628
Central Trust Company
Missouri
$96K -$2.75K -15 -3%
HIA
629
Harbor Investment Advisory
Maryland
$95K
WTC
630
WhitTier Trust Company
Nevada
$95K +$4.21K +23 +4%
AIC
631
Ameritas Investment Company
Nebraska
$89.4K +$92.7K +506 New
Carson Wealth (CWM LLC)
632
Carson Wealth (CWM LLC)
Nebraska
$89K
CI
633
CX Institutional
Indiana
$82K +$11.9K +65 +16%
IAIM
634
International Assets Investment Management
Florida
$80K +$3.68M +20,103 +100%
FHA
635
First Horizon Advisors
Tennessee
$77K -$33.1K -181 -29%
BCA
636
Berman Capital Advisors
Georgia
$77K +$42.1K +230 +109%
KFP
637
KB Financial Partners
New Jersey
$77K +$79.7K +435 New
NR
638
Newfound Research
Massachusetts
$73K -$36.4K -199 -33%
PCM
639
Penserra Capital Management
California
$71K +$11.7K +64 +19%
TCWM
640
Total Clarity Wealth Management
Illinois
$71K +$73.3K +400 New
EP
641
Eudaimonia Partners
Tennessee
$69K -$664K -3,624 -90%
SC
642
Solstein Capital
California
$68K +$70.3K +384 New
CA
643
Clearstead Advisors
Ohio
$67K
HPC
644
HM Payson & Co
Maine
$67K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
645
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$66K -$12.1M -66,102 -99%
FHC
646
First Horizon Corporation
Tennessee
$66K -$8.79K -48 -11%
TFM
647
TFC Financial Management
Massachusetts
$65K
MA
648
Montag & Associates
Georgia
$62K
TF
649
Tompkins Financial
New York
$61K
SAM
650
Sycomore Asset Management
France
$61K +$62.1K +339 New