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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
651
AssetMark Inc
California
$59K +$733 +4 +1%
MIFH
652
Migdal Insurance & Financial Holdings
Israel
$54K +$56K +306 New
GWM
653
Geneos Wealth Management
Colorado
$53K -$5.49K -30 -10%
KFI
654
Key Financial Inc
Pennsylvania
$53K
SBL
655
Sargent Bickham Lagudis
Colorado
$53K
SFSIG
656
San Francisco Sentry Investment Group
California
$49K +$12.8K +70 +34%
TC
657
Truvestments Capital
Florida
$48K -$6.41K -35 -11%
HI
658
Harbour Investments
Wisconsin
$48K +$49.3K +269 New
ACM
659
Allred Capital Management
Texas
$47K +$48.7K +266 New
CFA
660
Carroll Financial Associates
North Carolina
$46K
M
661
Mirova
France
$46K +$11K +60 +30%
PCG
662
Private Capital Group
Connecticut
$45K +$1.1K +6 +2%
TWA
663
TCI Wealth Advisors
Arizona
$44K +$2.38K +13 +6%
GWS
664
Glassman Wealth Services
Virginia
$40K -$9.71K -53 -19%
FFA
665
Freedman Financial Associates
Massachusetts
$33K
SL
666
Savior LLC
Massachusetts
$33K
CIA
667
CSat Investment Advisory
Michigan
$30K +$13.9K +76 +80%
RFA
668
Reilly Financial Advisors
California
$29K
WB
669
Webster Bank
Connecticut
$29K
AA
670
Ancora Advisors
Ohio
$27K
EW
671
Evoke Wealth
California
$27K
VCM
672
Vigilant Capital Management
Maine
$27K
Acadian Asset Management
673
Acadian Asset Management
Massachusetts
$26K -$341K -1,861 -93%
AWA
674
Arkadios Wealth Advisors
Georgia
$26K +$183 +1 +0.7%
FF
675
FourThought Financial
Florida
$26K +$1.1K +6 +4%