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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
KCM
626
Kathmere Capital Management
Pennsylvania
$343K -$18.5K -91 -5%
CCA
627
Checchi Capital Advisers
California
$337K +$30K +148 +9%
SC
628
Stolper & Co
Oklahoma
$335K +$358K +1,766 New
CFB
629
Cullen/Frost Bankers
Texas
$334K -$379K -1,868 -51%
NAM
630
NorthCrest Asset Manangement
Minnesota
$331K -$1.18M -5,807 -76%
FCP
631
Fidelis Capital Partners
Florida
$324K +$25.4K +125 +8%
COI
632
Connable Office Inc
Michigan
$323K
CA
633
Clearstead Advisors
Ohio
$316K +$64.1K +316 +23%
SSWM
634
Strait & Sound Wealth Management
California
$313K
SPA
635
Shore Point Advisors
New Jersey
$312K
C
636
Certuity
Florida
$312K +$334K +1,646 New
SWP
637
Sagespring Wealth Partners
Tennessee
$311K -$40.2K -198 -11%
VSQM
638
V-Square Quantitative Management
Illinois
$309K +$35.1K +173 +12%
TP
639
Tranquility Partners
Tennessee
$307K -$173K -851 -35%
PFBT
640
Parkside Financial Bank & Trust
Missouri
$304K -$8.52K -42 -3%
SAM
641
Smartleaf Asset Management
Massachusetts
$303K +$1.42K +7 +0.4%
SIG
642
Sky Investment Group
Connecticut
$303K -$15.2K -75 -4%
HCM
643
Howard Capital Management
Georgia
$301K -$442K -2,178 -58%
Blackstone Inc
644
Blackstone Inc
New York
$300K +$321K +1,581 New
SBFM
645
S-Bank Fund Management
Finland
$300K -$12K -59 -4%
PE
646
PCM Encore
Colorado
$297K -$26.6K -131 -8%
S
647
SimplyRich
California
$295K +$316K +1,556 New
SSCA
648
South Shore Capital Advisors
Massachusetts
$295K +$112K +554 +55%
HIP
649
HUB Investment Partners
Texas
$293K -$117K -575 -27%
PL
650
Perpetual Ltd
Australia
$288K -$19.7K -97 -6%