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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
651
BNC Wealth Management
Oregon
$58K +$57.5K +314 New
TC
652
Truvestments Capital
Florida
$57K – – –
SBL
653
Sargent Bickham Lagudis
Colorado
$56K – – –
NNP
654
Nachman Norwood & Parrott
South Carolina
$55K +$54K +295 New
Harel Insurance Investments & Financial Services
655
Harel Insurance Investments & Financial Services
Israel
$51K +$50K +273 New
Penserra Capital Management
656
Penserra Capital Management
California
$50K +$5.86K +32 +13%
CFA
657
Carroll Financial Associates
North Carolina
$49K +$11.5K +63 +31%
RWA
658
Ropes Wealth Advisors
Massachusetts
$48K – – –
PCG
659
Private Capital Group
Connecticut
$45K +$6.22K +34 +16%
GWS
660
Glassman Wealth Services
Virginia
$44K +$4.21K +23 +11%
Steward Partners Investment Advisory
661
Steward Partners Investment Advisory
New York
$43K +$26.9K +147 +177%
TCI Wealth Advisors
662
TCI Wealth Advisors
Arizona
$42K – – –
AIM
663
AIA Investment Management
Singapore
$40K +$5.31K +29 +16%
SFSIG
664
San Francisco Sentry Investment Group
California
$39K -$1.1K -6 -3%
BCA
665
Berman Capital Advisors
Georgia
$37K – – –
HGWM
666
Harvest Group Wealth Management
Massachusetts
$36K – – –
KCM
667
Kathmere Capital Management
Pennsylvania
$35K +$34.8K +190 New
SL
668
Savior LLC
Massachusetts
$34K – – –
CDIA
669
Capital Directions Investment Advisors
Georgia
$32K – – –
RFA
670
Reilly Financial Advisors
California
$30K – – –
WB
671
Webster Bank
Connecticut
$30K – – –
NR
672
Newfound Research
Massachusetts
$30K +$29.3K +160 New
Ancora Advisors
673
Ancora Advisors
Ohio
$29K – – –
VCM
674
Vigilant Capital Management
Maine
$28K – – –
PWMG
675
Prestige Wealth Management Group
New Jersey
$25K – – –