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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
651
Sugarloaf Wealth Management
Georgia
$17K – – –
WEC
652
Winslow Evans & Crocker
Massachusetts
$17K +$3.16K +20 +25%
WOC
653
West Oak Capital
California
$17K +$15.8K +100 New
TSW
654
Thompson Siegel & Walmsley
Virginia
$16K – – –
Loomis, Sayles & Company
655
Loomis, Sayles & Company
Massachusetts
$15K -$790 -5 -5%
H
656
Hexavest
Quebec, Canada
$15K – – –
RE
657
RBC Europe
United Kingdom
$14.5K – – –
VAIA
658
Virtus Alternative Investment Advisers
Connecticut
$14K -$11.9K -75 -48%
JSC
659
Jackson Square Capital
California
$14K – – –
FMII
660
Farmers & Merchants Investments Inc
Nebraska
$14K +$948 +6 +8%
SPIA
661
Steward Partners Investment Advisory
New York
$14K +$3.16K +20 +32%
VEA
662
Virtus ETF Advisers
New York
$13K -$15K -95 -56%
FFC
663
First Financial Corp
Indiana
$12K – – –
SIM
664
Sonora Investment Management
Arizona
$12K – – –
AF
665
Allworth Financial
California
$11K -$158K -1,000 -94%
Twin Tree Management
666
Twin Tree Management
Texas
$11K -$25.3K -160 -71%
TFO
667
Tarbox Family Office
California
$11K -$2.37K -15 -18%
EARNEST Partners
668
EARNEST Partners
Georgia
$11K – – –
TVWM
669
Tower View Wealth Management
Wisconsin
$10K +$9.48K +60 New
KFS
670
Kelly Financial Services
Massachusetts
$8.6K +$158 +1 +2%
SWA
671
Sutton Wealth Advisors
Florida
$8.17K +$790 +5 +12%
FCA
672
FinTrust Capital Advisors
South Carolina
$8K – – –
GWM
673
Geneos Wealth Management
Colorado
$8K – – –
GRP
674
Global Retirement Partners
California
$8K – – –
VCM
675
Versant Capital Management
Arizona
$7K – – –