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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
RZH
626
Relyea Zuckerberg Hanson
Connecticut
$514K -$4.32K -15 -0.9%
PVM
627
Palogic Value Management
Texas
$512K – – –
BFM
628
Boothbay Fund Management
New York
$510K +$494K +1,713 New
COI
629
Connable Office Inc
Michigan
$506K – – –
SC
630
Savant Capital
Illinois
$504K -$9.8K -34 -2%
PA
631
Procyon Advisors
Connecticut
$503K +$25.4K +88 +5%
TPI
632
Trust Point Inc
Wisconsin
$502K +$24.8K +86 +5%
AI
633
AdvisorShares Investments
Maryland
$502K +$484K +1,680 New
SIG
634
Sky Investment Group
Connecticut
$497K -$7.21K -25 -1%
BEI
635
Benjamin Edwards Inc
Missouri
$495K +$13.3K +46 +3%
CIP
636
Convergence Investment Partners
Florida
$494K +$478K +1,660 New
FAIM
637
Financial Advocates Investment Management
Washington
$493K -$576 -2 -0.1%
FCP
638
Fidelis Capital Partners
Florida
$491K +$58.2K +202 +13%
FFA
639
Farther Finance Advisors
California
$491K +$93.7K +325 +25%
IWM
640
IHT Wealth Management
Illinois
$490K -$16.1K -56 -3%
SPA
641
Shore Point Advisors
New Jersey
$490K – – –
NCFG
642
New Century Financial Group
New Jersey
$489K -$103K -357 -18%
PFBT
643
Parkside Financial Bank & Trust
Missouri
$485K +$12.4K +43 +3%
CA
644
Clearstead Advisors
Ohio
$480K +$576 +2 +0.1%
CIC
645
Chilton Investment Company
Connecticut
$478K – – –
AF
646
Allworth Financial
California
$475K +$8.65K +30 +2%
OIS
647
OneAscent Investment Solutions
Alabama
$473K +$458K +1,590 New
BBA
648
Baader Bank Aktiengesellschaft
Germany
$471K -$2.88K -10 -0.6%
BMCM
649
Burns Matteson Capital Management
New York
$468K +$453K +1,573 New
SFS
650
Sowell Financial Services
Arkansas
$466K +$451K +1,564 New
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