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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
626
Portside Wealth Group
Utah
$429K -$2.45K -10 -0.6%
BBA
627
Baader Bank Aktiengesellschaft
Germany
$427K +$387K +1,583 New
FFA
628
Farther Finance Advisors
California
$426K +$221K +905 +132%
CPBTD
629
Central Pacific Bank - Trust Division
Hawaii
$426K -$108K -440 -22%
IAN
630
Integrated Advisors Network
Texas
$426K +$65.1K +266 +20%
FAIM
631
Financial Advocates Investment Management
Washington
$422K +$148K +606 +63%
IPAM
632
ICICI Prudential Asset Management
India
$422K +$34.3K +140 +10%
NWMG
633
National Wealth Management Group
Ohio
$422K +$383K +1,564 New
CPW
634
Crestmont Private Wealth
Texas
$420K -$9.79K -40 -3%
RIA
635
Regal Investment Advisors
Michigan
$418K +$37K +151 +11%
RP
636
Riverwater Partners
Wisconsin
$413K – – –
WTC
637
WhitTier Trust Company
Nevada
$410K -$3.18K -13 -0.8%
IWM
638
IHT Wealth Management
Illinois
$407K +$8.81K +36 +2%
VCM
639
Virtue Capital Management
Tennessee
$406K -$55.6K -227 -13%
CI
640
Cigna Investments
Connecticut
$403K -$4.41K -18 -1%
SC
641
Savant Capital
Illinois
$400K +$40.6K +166 +13%
PA
642
Procyon Advisors
Connecticut
$400K -$16.2K -66 -4%
OFS
643
OneAscent Financial Services
Alabama
$398K +$140K +572 +63%
MA
644
Mutual Advisors
Nebraska
$397K +$65.1K +266 +23%
EFM
645
E Fund Management
China
$387K +$5.14K +21 +1%
VSQM
646
V-Square Quantitative Management
Illinois
$386K -$70.2K -287 -17%
A
647
AlphaQuest
New York
$381K -$1.54M -6,282 -82%
EAM
648
Erste Asset Management
Austria
$379K -$1.03M -4,200 -75%
PCP
649
Proficio Capital Partners
Massachusetts
$371K -$13.5K -55 -4%
OWA
650
Outlook Wealth Advisors
Texas
$371K +$54.6K +223 +19%
24 25
26
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