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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
651
CenterStar Asset Management
Illinois
$113K
HIA
652
Harbor Investment Advisory
Maryland
$112K
WTC
653
WhitTier Trust Company
Nevada
$107K +$10.7K +55 +12%
AF
654
Advisornet Financial
Minnesota
$104K
SPIA
655
Steward Partners Investment Advisory
New York
$102K +$50.4K +259 +113%
ST
656
Smithfield Trust
Pennsylvania
$94K
Carson Wealth (CWM LLC)
657
Carson Wealth (CWM LLC)
Nebraska
$89K
FHC
658
First Horizon Corporation
Tennessee
$88K -$389 -2 -0.5%
CI
659
CX Institutional
Indiana
$82K +$14K +72 +22%
HPC
660
HM Payson & Co
Maine
$79K -$4.08K -21 -5%
CA
661
Clearstead Advisors
Ohio
$79K +$3.11K +16 +4%
ZB
662
Zions Bancorporation
Utah
$78K +$65.7K +338 +914%
TFM
663
TFC Financial Management
Massachusetts
$76K
CCA
664
Childress Capital Advisors
Texas
$74K +$69.4K +357 New
MA
665
Montag & Associates
Georgia
$73K +$68K +350 New
TF
666
Tompkins Financial
New York
$72K
PCM
667
Penserra Capital Management
California
$70K +$13.6K +70 +26%
AssetMark Inc
668
AssetMark Inc
California
$68K +$2.92K +15 +5%
TC
669
Truvestments Capital
Florida
$64K
LSA
670
Leonteq Securities AG
Switzerland
$62.3K +$58.3K +300 New
SBL
671
Sargent Bickham Lagudis
Colorado
$62K
KFI
672
Key Financial Inc
Pennsylvania
$62K +$58.3K +300 New
GWS
673
Glassman Wealth Services
Virginia
$58K +$7.39K +38 +16%
CAAS
674
Capital Asset Advisory Services
Michigan
$58K +$54.2K +279 New
CFA
675
Carroll Financial Associates
North Carolina
$54K -$778 -4 -1%