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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
CBT
651
Capital Bank & Trust
California
$8K +$7.91K +51 New
KFS
652
Kelly Financial Services
Massachusetts
$7.95K – – –
EW
653
Evoke Wealth
California
$7.12K +$6.98K +45 New
RIA
654
Realta Investment Advisors
Delaware
$7K – – –
SWA
655
Sutton Wealth Advisors
Florida
$6.33K – – –
HIM
656
Hillsdale Investment Management
Ontario, Canada
$6K +$1.55K +10 +40%
GWAG
657
Garrett Wealth Advisory Group
Texas
$3.95K +$3.88K +25 New
EWA
658
Evolution Wealth Advisors
Florida
$3K – – –
Fidelity International
659
Fidelity International
Bermuda
$3K +$310 +2 +13%
RWM
660
Raffa Wealth Management
District of Columbia
$2.06K +$2.02K +13 New
BL
661
Balentine LLC
Georgia
$2K – – –
BWM
662
BerganKDV Wealth Management
Minnesota
$2K – – –
FANJ
663
Financial Architects (New Jersey)
New Jersey
$2K – – –
PCTC
664
Perkins Coie Trust Company
Washington
$2K – – –
SCA
665
Stonebridge Capital Advisors
Minnesota
$2K – – –
TCA
666
Tortoise Capital Advisors
Kansas
$2K – – –
NSIM
667
North Star Investment Management
Illinois
$2K +$1.71K +11 New
HI
668
Hudock Inc
Pennsylvania
$2K +$2.02K +13 New
PMFA
669
Plante Moran Financial Advisors
Michigan
$2K +$2.02K +13 New
PWMG
670
Prestige Wealth Management Group
New Jersey
$2K +$2.33K +15 New
AA
671
Advisory Alpha
Michigan
$1.73K +$1.71K +11 New
PWP
672
Personal Wealth Partners
Minnesota
$1K +$1.24K +8 New
GEA
673
Glen Eagle Advisors
New Jersey
$316 -$2.33K -15 -88%
Renaissance Technologies
674
Renaissance Technologies
New York
– -$37.5M -255,800 Closed
Arrowstreet Capital
675
Arrowstreet Capital
Massachusetts
– -$23.7M -161,815 Closed