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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
651
Meritage Group
California
$296K -$18.1K -86 -6%
IAN
652
Integrated Advisors Network
Texas
$296K +$30.2K +144 +12%
PGFC
653
Peapack-Gladstone Financial Corp
New Jersey
$295K -$5.67K -27 -2%
HCM
654
Hengehold Capital Management
Ohio
$293K -$75.4K -359 -22%
EGM
655
Engineers Gate Manager
New York
$293K +$272K +1,297 New
AF
656
Allworth Financial
California
$290K +$7.14K +34 +3%
AWM
657
Apollon Wealth Management
South Carolina
$286K -$83.4K -397 -24%
TCM
658
Tandem Capital Management
New Jersey
$281K – – –
CSI
659
Cross Staff Investments
New York
$280K – – –
UCFA
660
United Capital Financial Advisors
Texas
$277K -$55.4K -264 -18%
MAM
661
Madison Asset Management
Wisconsin
$273K – – –
BAM
662
Belpointe Asset Management
Nevada
$273K +$99.5K +474 +65%
FCA
663
Fortis Capital Advisors
Kansas
$273K +$246K +1,169 +3,076%
UM
664
UniSuper Management
Australia
$271K +$252K +1,200 New
WA
665
Wealth Alliance
New York
$270K +$22.3K +106 +10%
YIA
666
YHB Investment Advisors
Connecticut
$269K +$17.2K +82 +7%
BWP
667
BSW Wealth Partners
Colorado
$267K -$531K -2,528 -68%
PFBT
668
Parkside Financial Bank & Trust
Missouri
$267K +$35.9K +171 +17%
BL
669
Balentine LLC
Georgia
$266K +$247K +1,177 New
BPC
670
Banque Pictet & Cie
Switzerland
$266K +$247K +1,177 New
TFS
671
Thoroughbred Financial Services
Tennessee
$266K -$47.5K -226 -16%
HCM
672
Heathbridge Capital Management
Ontario, Canada
$266K -$73.5K -350 -23%
NAS
673
Nicolet Advisory Services
Wisconsin
$265K +$23.5K +112 +11%
BSI
674
Bennett Selby Investments
Maine
$265K – – –
MIM
675
Meixler Investment Management
Arizona
$261K -$86.5K -412 -26%
25 26
27
28 29