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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
626
Parkside Financial Bank & Trust
Missouri
$285K -$18.5K -85 -6%
Lido Advisors
627
Lido Advisors
California
$280K +$268K +1,227 New
CWP
628
CFM Wealth Partners
Texas
$279K – – –
RCAG
629
Rehmann Capital Advisory Group
Michigan
$279K -$3.06K -14 -1%
PCP
630
Proficio Capital Partners
Massachusetts
$276K +$6.55K +30 +3%
SPWM
631
Schrum Private Wealth Management
Florida
$275K +$262K +1,202 New
Jump Financial
632
Jump Financial
Illinois
$272K +$9.6K +44 +4%
Allworth Financial
633
Allworth Financial
California
$270K +$8.95K +41 +4%
Conning Inc
634
Conning Inc
Connecticut
$269K -$39.9K -183 -13%
BSI
635
Bennett Selby Investments
Maine
$268K – – –
Brown Brothers Harriman & Co
636
Brown Brothers Harriman & Co
New York
$266K -$9.6K -44 -4%
MGO One Seven
637
MGO One Seven
Ohio
$264K +$33.8K +155 +16%
APA
638
American Portfolios Advisors
New York
$264K +$4.15K +19 +2%
WFI
639
West Family Investments
California
$263K – – –
MD Financial Management
640
MD Financial Management
Ontario, Canada
$261K +$60.9K +279 +32%
SB
641
Strategic Blueprint
Georgia
$260K -$77.9K -357 -24%
Livforsakringsbolaget Skandia
642
Livforsakringsbolaget Skandia
Sweden
$256K -$262K -1,200 -52%
KWM
643
Kolinsky Wealth Management
New Jersey
$256K +$244K +1,118 New
MA
644
MJP Associates
Connecticut
$255K +$251K +1,149 New
EN1L
645
Engine No 1 LLC
California
$252K +$241K +1,103 New
GWM
646
Greenwich Wealth Management
Connecticut
$249K -$1.75K -8 -0.7%
CRI
647
Colonial River Investments
Virginia
$247K +$236K +1,080 New
EWM
648
Evermay Wealth Management
Virginia
$246K – – –
Associated Banc-Corp
649
Associated Banc-Corp
Wisconsin
$240K – – –
HCP
650
Holt Capital Partners
Texas
$240K – – –