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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
NNP
651
Nachman Norwood & Parrott
South Carolina
$55K +$54K +295 New
HIIFS
652
Harel Insurance Investments & Financial Services
Israel
$51K +$50K +273 New
PCM
653
Penserra Capital Management
California
$50K +$5.86K +32 +13%
CFA
654
Carroll Financial Associates
North Carolina
$49K +$11.5K +63 +31%
RWA
655
Ropes Wealth Advisors
Massachusetts
$48K – – –
PCG
656
Private Capital Group
Connecticut
$45K +$6.22K +34 +16%
GWS
657
Glassman Wealth Services
Virginia
$44K +$4.21K +23 +11%
SPIA
658
Steward Partners Investment Advisory
New York
$43K +$26.9K +147 +177%
TWA
659
TCI Wealth Advisors
Arizona
$42K – – –
AIM
660
AIA Investment Management
Singapore
$40K +$5.31K +29 +16%
SFSIG
661
San Francisco Sentry Investment Group
California
$39K -$1.1K -6 -3%
BCA
662
Berman Capital Advisors
Georgia
$37K – – –
HGWM
663
Harvest Group Wealth Management
Massachusetts
$36K – – –
KCM
664
Kathmere Capital Management
Pennsylvania
$35K +$34.8K +190 New
SL
665
Savior LLC
Massachusetts
$34K – – –
CDIA
666
Capital Directions Investment Advisors
Georgia
$32K – – –
RFA
667
Reilly Financial Advisors
California
$30K – – –
WB
668
Webster Bank
Connecticut
$30K – – –
NR
669
Newfound Research
Massachusetts
$30K +$29.3K +160 New
AA
670
Ancora Advisors
Ohio
$29K – – –
VCM
671
Vigilant Capital Management
Maine
$28K – – –
PWMG
672
Prestige Wealth Management Group
New Jersey
$25K – – –
MAM
673
Magellan Asset Management
Australia
$24K +$23.8K +130 New
RFWA
674
RPg Family Wealth Advisory
Massachusetts
$23.3K – – –
TCOV
675
Trust Company of Vermont
Vermont
$20K – – –
25 26
27
28 29