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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
651
TFC Financial Management
Massachusetts
$64K – – –
SC
652
Solstein Capital
California
$57K -$10.1K -57 -15%
M
653
Mirova
France
$54K +$9.05K +51 +19%
IAIM
654
International Assets Investment Management
Florida
$53K -$3.55M -20,009 -50%
HI
655
Harbour Investments
Wisconsin
$53K +$5.85K +33 +12%
HPC
656
HM Payson & Co
Maine
$52K -$14.2K -80 -21%
SBL
657
Sargent Bickham Lagudis
Colorado
$52K – – –
KFS
658
Kelly Financial Services
Massachusetts
$51K +$1.57M +8,830 +17,314%
VWM
659
Venturi Wealth Management
Texas
$48K -$229K -1,290 -82%
CDIA
660
Capital Directions Investment Advisors
Georgia
$47K +$47.9K +270 New
CFA
661
Carroll Financial Associates
North Carolina
$46K +$177 +1 +0.4%
SFSIG
662
San Francisco Sentry Investment Group
California
$45K -$3.19K -18 -6%
PCG
663
Private Capital Group
Connecticut
$45K – – –
FFG
664
Ford Financial Group
California
$43K +$44.2K +249 New
TWA
665
TCI Wealth Advisors
Arizona
$42K -$1.6K -9 -4%
GWS
666
Glassman Wealth Services
Virginia
$41K +$1.95K +11 +5%
TFS
667
TrustCore Financial Services
Tennessee
$37K +$22.3K +126 +143%
FFA
668
Freedman Financial Associates
Massachusetts
$33K – – –
JCM
669
Jacobi Capital Management
Pennsylvania
$29K +$7.27K +41 +33%
RFA
670
Reilly Financial Advisors
California
$28K – – –
WB
671
Webster Bank
Connecticut
$28K – – –
AA
672
Ancora Advisors
Ohio
$27K – – –
VCM
673
Vigilant Capital Management
Maine
$26K – – –
FF
674
FourThought Financial
Florida
$26K +$532 +3 +2%
SL
675
Savior LLC
Massachusetts
$24K -$7.98K -45 -24%
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