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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
626
Jump Financial
Illinois
$454K -$781K -3,459 -63%
WFS
627
Walker Financial Services
Kentucky
$453K +$677 +3 +0.1%
WFP
628
Worthington Financial Partners
Ohio
$451K +$455K +2,017 New
AWM
629
Apollon Wealth Management
South Carolina
$450K -$85.8K -380 -16%
SC
630
Syon Capital
California
$448K +$128K +568 +40%
JSSH
631
J. Safra Sarasin Holding
$448K -$280K -1,242 -38%
SC
632
Shay Capital
New York
$447K +$451K +2,000 New
NG
633
Norden Group
Utah
$443K +$96.6K +428 +28%
ESBC
634
E.S. Barr & Co
Kentucky
$441K +$13.5K +60 +3%
SFI
635
Siemens Fonds Invest
Germany
$441K -$244K -1,082 -35%
DC
636
Davenport & Co
Virginia
$439K +$443K +1,962 New
ASN
637
Advisory Services Network
Georgia
$428K -$730K -3,235 -63%
KCM
638
Kathmere Capital Management
Pennsylvania
$424K +$6.32K +28 +1%
CC
639
Chicago Capital
Illinois
$424K – – –
CPIG
640
Chicago Partners Investment Group
Illinois
$423K +$21.2K +94 +5%
RWM
641
Ritholtz Wealth Management
New York
$420K -$204K -906 -33%
TCWA
642
Turtle Creek Wealth Advisors
Texas
$419K +$91.6K +406 +28%
CG
643
Cynosure Group
Utah
$417K +$421K +1,864 New
WPC
644
Wedmont Private Capital
Pennsylvania
$417K -$9.93K -44 -2%
SWP
645
Sagespring Wealth Partners
Tennessee
$411K -$41.5K -184 -9%
BEC
646
Blue Edge Capital
Virginia
$407K +$411K +1,821 New
MYAM
647
Meiji Yasuda Asset Management
Japan
$406K +$76.5K +339 +23%
PA
648
Parallel Advisors
California
$402K -$95.9K -425 -19%
EP
649
Essential Partners
California
$402K +$288K +1,274 +244%
PCP
650
Perbak Capital Partners
United Kingdom
$386K +$57.3K +254 +17%
24 25
26
27 28