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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
TS
626
Triglav Skladi
Slovenia
$445K +$449K +1,615 New
CA
627
Clearstead Advisors
Ohio
$444K – – –
CIC
628
Chilton Investment Company
Connecticut
$442K -$24.2K -87 -5%
FCP
629
Fidelis Capital Partners
Florida
$441K -$18.4K -66 -4%
PA
630
Procyon Advisors
Connecticut
$441K +$16.1K +58 +4%
TPI
631
Trust Point Inc
Wisconsin
$441K +$446K +1,601 New
BBA
632
Baader Bank Aktiengesellschaft
Germany
$439K +$3.06K +11 +0.7%
PFBT
633
Parkside Financial Bank & Trust
Missouri
$437K -$15.9K -57 -3%
AFG
634
Atomi Financial Group
New York
$427K +$94.3K +339 +28%
AP
635
Advisors Preferred
Maryland
$426K -$151K -543 -26%
LAS
636
LWM Advisory Services
Florida
$425K -$19.2K -69 -4%
RP
637
Riverwater Partners
Wisconsin
$423K +$278 +1 +0.1%
OWA
638
Outlook Wealth Advisors
Texas
$419K +$27.8K +100 +7%
EAM
639
Erste Asset Management
Austria
$416K -$27.8K -100 -6%
MA
640
Mutual Advisors
Nebraska
$410K +$60.4K +217 +17%
OFS
641
OneAscent Financial Services
Alabama
$410K +$113K +407 +38%
FTWA
642
Fifth Third Wealth Advisors
Ohio
$401K +$92.1K +331 +29%
CI
643
Cigna Investments
Connecticut
$400K -$5.01K -18 -1%
AFA
644
Arlington Financial Advisors
California
$396K +$111K +400 +39%
CIS
645
Custom Index Systems
New York
$395K -$8.63K -31 -2%
PCP
646
Proficio Capital Partners
Massachusetts
$394K +$52.6K +189 +15%
WBC
647
Westpac Banking Corp
Australia
$394K – – –
CA
648
Commerzbank Aktiengesellschaft
Germany
$392K +$44K +158 +13%
AG
649
AlTi Global
New York
$392K +$396K +1,423 New
M
650
MATAURO
New York
$392K +$396K +1,422 New
24 25
26
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