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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
626
Lido Advisors
California
$280K +$268K +1,227 New
CWP
627
CFM Wealth Partners
Texas
$279K
RCAG
628
Rehmann Capital Advisory Group
Michigan
$279K -$3.06K -14 -1%
PCP
629
Proficio Capital Partners
Massachusetts
$276K +$6.55K +30 +3%
SPWM
630
Schrum Private Wealth Management
Florida
$275K +$262K +1,202 New
JF
631
Jump Financial
Illinois
$272K +$9.6K +44 +4%
AF
632
Allworth Financial
California
$270K +$8.95K +41 +4%
CI
633
Conning Inc
Connecticut
$269K -$39.9K -183 -13%
BSI
634
Bennett Selby Investments
Maine
$268K
BBHC
635
Brown Brothers Harriman & Co
New York
$266K -$9.6K -44 -4%
MOS
636
MGO One Seven
Ohio
$264K +$33.8K +155 +16%
APA
637
American Portfolios Advisors
New York
$264K +$4.15K +19 +2%
WFI
638
West Family Investments
California
$263K
MFM
639
MD Financial Management
Ontario, Canada
$261K +$60.9K +279 +32%
SB
640
Strategic Blueprint
Georgia
$260K -$77.9K -357 -24%
LS
641
Livforsakringsbolaget Skandia
Sweden
$256K -$262K -1,200 -52%
KWM
642
Kolinsky Wealth Management
New Jersey
$256K +$244K +1,118 New
MA
643
MJP Associates
Connecticut
$255K +$251K +1,149 New
EN1L
644
Engine No 1 LLC
California
$252K +$241K +1,103 New
GWM
645
Greenwich Wealth Management
Connecticut
$249K -$1.75K -8 -0.7%
CRI
646
Colonial River Investments
Virginia
$247K +$236K +1,080 New
EWM
647
Evermay Wealth Management
Virginia
$246K
ABC
648
Associated Banc-Corp
Wisconsin
$240K
HCP
649
Holt Capital Partners
Texas
$240K
MFG
650
Merit Financial Group
Georgia
$240K