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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
651
Smartleaf Asset Management
Massachusetts
$290K – – –
DWT
652
Dorsey & Whitney Trust
South Dakota
$289K +$283K +1,607 New
IFU
653
iSAM Funds (UK)
United Kingdom
$287K +$282K +1,600 New
SIG
654
Sky Investment Group
Connecticut
$286K – – –
VFA
655
Voya Financial Advisors
Connecticut
$284K -$59.4K -337 -18%
EA
656
Emerald Advisers
Pennsylvania
$280K -$130K -737 -32%
NAM
657
NorthCrest Asset Manangement
Minnesota
$280K -$51.4K -292 -16%
GC
658
Guggenheim Capital
Illinois
$279K -$4.52M -25,683 -94%
SSCA
659
South Shore Capital Advisors
Massachusetts
$279K – – –
FCP
660
Fidelis Capital Partners
Florida
$279K -$27.7K -157 -9%
QWP
661
Quotient Wealth Partners
Texas
$275K +$270K +1,534 New
IAA
662
Independent Advisor Alliance
North Carolina
$275K -$51.3K -291 -16%
SCM
663
Shelton Capital Management
Colorado
$273K -$2.63M -14,948 -91%
PL
664
Perpetual Ltd
Australia
$271K -$1.06K -6 -0.4%
IC
665
Inscription Capital
Texas
$269K -$96.9K -550 -27%
AUB
666
Atlantic Union Bankshares
Virginia
$269K -$264K -1,501 -50%
TVPW
667
Third View Private Wealth
Connecticut
$267K -$74.1K -421 -22%
PWP
668
Phillips Wealth Planners
Mississippi
$267K +$12K +68 +5%
GCP
669
GSA Capital Partners
United Kingdom
$265K +$260K +1,474 New
VAS
670
Vestmark Advisory Solutions
Massachusetts
$265K +$52.1K +296 +25%
CFB
671
Cullen/Frost Bankers
Texas
$264K -$51.4K -292 -17%
BJL
672
Brighton Jones LLC
Washington
$261K +$256K +1,452 New
ASA
673
Axxion S.A.
Luxembourg
$258K +$253K +1,437 New
WTC
674
WhitTier Trust Company
Nevada
$258K +$1.41K +8 +0.6%
EAM
675
Empirical Asset Management
Massachusetts
$257K +$252K +1,431 New
25 26
27
28 29