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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
UWS
626
Unique Wealth Strategies
Illinois
$503K +$49.1K +179 +10%
AF
627
Allworth Financial
California
$500K +$84.5K +308 +18%
FRA
628
Frank Rimerman Advisors
California
$494K +$215K +783 +66%
RF
629
Rossby Financial
Florida
$491K +$32.4K +118 +6%
HIP
630
HUB Investment Partners
Texas
$488K +$533K +1,941 New
MA
631
MJP Associates
Connecticut
$486K +$40.3K +147 +8%
SPA
632
Sherbrooke Park Advisers
New York
$482K +$526K +1,917 New
RA
633
RFG Advisory
Alabama
$482K +$9.06K +33 +2%
ESBC
634
E.S. Barr & Co
Kentucky
$481K
LP
635
LMR Partners
United Kingdom
$478K -$384K -1,399 -42%
AAP
636
Arax Advisory Partners
Colorado
$478K +$389K +1,419 +295%
UBP
637
Union Bancaire Privee
Switzerland
$478K -$18.4K -67 -3%
WPC
638
Wedmont Private Capital
Pennsylvania
$478K -$253K -923 -32%
CC
639
Chicago Capital
Illinois
$477K
KCM
640
Kathmere Capital Management
Pennsylvania
$470K -$284K -1,033 -36%
SFC
641
SYM Financial Corp
Indiana
$464K +$506K +1,844 New
1832 Asset Management
642
1832 Asset Management
Ontario, Canada
$463K -$49.4K -180 -9%
VFA
643
Voya Financial Advisors
Connecticut
$462K -$15.1K -55 -3%
PCMH
644
Polymer Capital Management (HK)
Hong Kong
$460K +$502K +1,829 New
CIC
645
Chilton Investment Company
Connecticut
$459K +$47.5K +173 +10%
PWG
646
Portside Wealth Group
Utah
$458K -$80.1K -292 -14%
BI
647
BlueSpruce Investments
Illinois
$456K +$497K +1,812 New
BC
648
Bridgefront Capital
Texas
$448K +$489K +1,780 New
CCA
649
Checchi Capital Advisers
California
$447K -$45.6K -166 -9%
DWM
650
Dynasty Wealth Management
Florida
$441K -$308K -1,121 -39%