We are live on ! Find out more
VRSK icon

Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
FHC
651
First Horizon Corporation
Tennessee
$66K -$8.79K -48 -11%
TFM
652
TFC Financial Management
Massachusetts
$65K – – –
Montag & Associates
653
Montag & Associates
Georgia
$62K – – –
TF
654
Tompkins Financial
New York
$61K – – –
SAM
655
Sycomore Asset Management
France
$61K +$62.1K +339 New
AssetMark Inc
656
AssetMark Inc
California
$59K +$733 +4 +1%
Migdal Insurance & Financial Holdings
657
Migdal Insurance & Financial Holdings
Israel
$54K +$56K +306 New
Geneos Wealth Management
658
Geneos Wealth Management
Colorado
$53K -$5.49K -30 -10%
KFI
659
Key Financial Inc
Pennsylvania
$53K – – –
SBL
660
Sargent Bickham Lagudis
Colorado
$53K – – –
SFSIG
661
San Francisco Sentry Investment Group
California
$49K +$12.8K +70 +34%
TC
662
Truvestments Capital
Florida
$48K -$6.41K -35 -11%
Harbour Investments
663
Harbour Investments
Wisconsin
$48K +$49.3K +269 New
ACM
664
Allred Capital Management
Texas
$47K +$48.7K +266 New
CFA
665
Carroll Financial Associates
North Carolina
$46K – – –
M
666
Mirova
France
$46K +$11K +60 +30%
PCG
667
Private Capital Group
Connecticut
$45K +$1.1K +6 +2%
TCI Wealth Advisors
668
TCI Wealth Advisors
Arizona
$44K +$2.38K +13 +6%
GWS
669
Glassman Wealth Services
Virginia
$40K -$9.71K -53 -19%
FFA
670
Freedman Financial Associates
Massachusetts
$33K – – –
SL
671
Savior LLC
Massachusetts
$33K – – –
CIA
672
CSat Investment Advisory
Michigan
$30K +$13.9K +76 +80%
RFA
673
Reilly Financial Advisors
California
$29K – – –
WB
674
Webster Bank
Connecticut
$29K – – –
Ancora Advisors
675
Ancora Advisors
Ohio
$27K – – –