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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
651
Key Financial Inc
Pennsylvania
$68K +$9.93K +56 +19%
FHC
652
First Horizon Corporation
Tennessee
$66K -$177 -1 -0.3%
CTC
653
Central Trust Company
Missouri
$65K -$29.4K -166 -31%
TFM
654
TFC Financial Management
Massachusetts
$64K – – –
SC
655
Solstein Capital
California
$57K -$10.1K -57 -15%
M
656
Mirova
France
$54K +$9.05K +51 +19%
IAIM
657
International Assets Investment Management
Florida
$53K -$3.55M -20,009 -50%
HI
658
Harbour Investments
Wisconsin
$53K +$5.85K +33 +12%
HPC
659
HM Payson & Co
Maine
$52K -$14.2K -80 -21%
SBL
660
Sargent Bickham Lagudis
Colorado
$52K – – –
VWM
661
Venturi Wealth Management
Texas
$48K -$229K -1,290 -82%
CDIA
662
Capital Directions Investment Advisors
Georgia
$47K +$47.9K +270 New
CFA
663
Carroll Financial Associates
North Carolina
$46K +$177 +1 +0.4%
SFSIG
664
San Francisco Sentry Investment Group
California
$45K -$3.19K -18 -6%
PCG
665
Private Capital Group
Connecticut
$45K – – –
FFG
666
Ford Financial Group
California
$43K +$44.2K +249 New
TWA
667
TCI Wealth Advisors
Arizona
$42K -$1.6K -9 -4%
GWS
668
Glassman Wealth Services
Virginia
$41K +$1.95K +11 +5%
TFS
669
TrustCore Financial Services
Tennessee
$37K +$22.3K +126 +143%
FFA
670
Freedman Financial Associates
Massachusetts
$33K – – –
JCM
671
Jacobi Capital Management
Pennsylvania
$29K +$7.27K +41 +33%
RFA
672
Reilly Financial Advisors
California
$28K – – –
WB
673
Webster Bank
Connecticut
$28K – – –
AA
674
Ancora Advisors
Ohio
$27K – – –
VCM
675
Vigilant Capital Management
Maine
$26K – – –
25 26
27
28 29