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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
SSG
651
Summit Securities Group
New York
$156K +$144K +729 New
Smithfield Trust
652
Smithfield Trust
Pennsylvania
$149K – – –
IFP Advisors
653
IFP Advisors
Florida
$144K -$155K -787 -45%
AIM
654
Acropolis Investment Management
Missouri
$138K – – –
PVH
655
Psagot Value Holdings
Israel
$129K -$196K -993 -62%
Simplex Trading
656
Simplex Trading
Illinois
$129K +$59.7K +303 +101%
AF
657
Advisornet Financial
Minnesota
$124K +$52.8K +268 +87%
HIA
658
Harbor Investment Advisory
Maryland
$121K – – –
SSB
659
Sandy Spring Bank
Maryland
$118K -$52.3K -265 -33%
Benjamin Edwards Inc
660
Benjamin Edwards Inc
Missouri
$112K +$102K +518 +10,360%
Belpointe Asset Management
661
Belpointe Asset Management
Nevada
$105K +$1.77K +9 +2%
AWA
662
Aaron Wealth Advisors
Illinois
$104K +$95.6K +485 New
NR
663
Newfound Research
Massachusetts
$103K -$23.1K -117 -20%
Clearstead Advisors
664
Clearstead Advisors
Ohio
$102K +$8.08K +41 +9%
IPAM
665
ICICI Prudential Asset Management
India
$100K +$13K +66 +17%
AIA Group
666
AIA Group
Hong Kong
$95K +$32.9K +167 +61%
T
667
TOBAM
France
$92K – – –
Prospera Financial Services
668
Prospera Financial Services
Texas
$89K -$2.35M -11,902 -97%
SWM
669
Selective Wealth Management
Virginia
$84K +$74.5K +378 +2,520%
AA
670
Addison Advisors
Vermont
$82K +$74.7K +379 +7,580%
KFP
671
KB Financial Partners
New Jersey
$81K -$592 -3 -0.8%
Central Trust Company
672
Central Trust Company
Missouri
$79K -$3.55K -18 -5%
KFI
673
Key Financial Inc
Pennsylvania
$76K – – –
Loring Wolcott & Coolidge Fiduciary Advisors
674
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$76K +$65.3K +331 +1,324%
First Horizon Advisors
675
First Horizon Advisors
Tennessee
$74K -$87.3K -443 -56%