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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
651
Tradition Wealth Management
Minnesota
$67K +$176 +1 +0.3%
OWA
652
One Wealth Advisors
California
$65.8K +$65.5K +373 New
LWCFA
653
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$62.8K – – –
FFA
654
Farther Finance Advisors
California
$62.1K +$61.9K +352 New
SSB
655
Sandy Spring Bank
Maryland
$61.7K – – –
TFM
656
TFC Financial Management
Massachusetts
$60.9K – – –
KFI
657
Key Financial Inc
Pennsylvania
$60.7K – – –
AA
658
Ancora Advisors
Ohio
$60K – – –
CSPIA
659
Cary Street Partners Investment Advisory
Virginia
$54.2K +$53.9K +307 New
HPC
660
HM Payson & Co
Maine
$53.6K +$703 +4 +1%
MA
661
Montag & Associates
Georgia
$52.9K – – –
GWS
662
Glassman Wealth Services
Virginia
$50.6K -$351 -2 -0.7%
SOW
663
State of Wyoming
Wyoming
$49.6K +$49.4K +281 New
TWA
664
TCI Wealth Advisors
Arizona
$46.6K – – –
HWA
665
Heritage Wealth Advisors
Virginia
$44.8K +$44.6K +254 New
IAIM
666
International Assets Investment Management
Florida
$44K +$3.51M +19,995 +13,885%
VNA
667
Valley National Advisers
Pennsylvania
$42K -$527 -3 -1%
CPG
668
Cornerstone Planning Group
New Jersey
$41.4K +$40.8K +232 New
CS
669
Comerica Securities
Michigan
$39.9K +$39.7K +226 New
C
670
Covestor
United Kingdom
$39K -$2.99K -17 -7%
HFM
671
Harvest Fund Management
China
$39K +$33K +188 +606%
BIA
672
Bell Investment Advisors
California
$39K -$1.05K -6 -3%
LS
673
Livforsakringsbolaget Skandia
Sweden
$38.4K – – –
LC
674
Lindbrook Capital
California
$36.9K -$11.2K -64 -23%
KSWA
675
Kathleen S. Wright Associates
Pennsylvania
$35K – – –
25 26
27
28 29