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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
651
Tradition Wealth Management
Minnesota
$64K +$70.7K +378 New
LWCFA
652
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$61K -$935 -5 -1%
KFI
653
Key Financial Inc
Pennsylvania
$61K – – –
SSB
654
Sandy Spring Bank
Maryland
$60K – – –
TFM
655
TFC Financial Management
Massachusetts
$59K – – –
AA
656
Ancora Advisors
Ohio
$58K – – –
SC
657
Solstein Capital
California
$56K – – –
HPC
658
HM Payson & Co
Maine
$51K – – –
MA
659
Montag & Associates
Georgia
$51K +$56.1K +300 New
GWS
660
Glassman Wealth Services
Virginia
$49K +$2.8K +15 +5%
LC
661
Lindbrook Capital
California
$47K -$374 -2 -0.7%
KFP
662
KB Financial Partners
New Jersey
$45K -$10.5K -56 -18%
TWA
663
TCI Wealth Advisors
Arizona
$45K +$2.06K +11 +4%
VNA
664
Valley National Advisers
Pennsylvania
$41K +$11.6K +62 +36%
C
665
Covestor
United Kingdom
$41K +$28.8K +154 +183%
BIA
666
Bell Investment Advisors
California
$39K +$1.31K +7 +3%
LS
667
Livforsakringsbolaget Skandia
Sweden
$37K -$131K -700 -76%
PHK
668
Point72 Hong Kong
Hong Kong
$35K +$37.9K +203 New
KSWA
669
Kathleen S. Wright Associates
Pennsylvania
$34K – – –
PTC
670
Private Trust Company
Ohio
$31K -$1.5K -8 -4%
CDIA
671
Capital Directions Investment Advisors
Georgia
$29K -$31.8K -170 Closed
RTC
672
Riverview Trust Company
Washington
$29K – – –
SIC
673
Salem Investment Counselors
North Carolina
$29K – – –
WB
674
Webster Bank
Connecticut
$28K – – –
CT
675
Clearstead Trust
Maine
$28K +$31.2K +167 New
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