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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
651
Peapack-Gladstone Financial Corp
New Jersey
$295K
CP
652
CenterBook Partners
Connecticut
$293K +$290K +1,225 New
MAM
653
Madison Asset Management
Wisconsin
$289K
GWA
654
Gratus Wealth Advisors
Virginia
$286K +$283K +1,196 New
OC
655
Oarsman Capital
Wisconsin
$285K +$38.3K +162 +16%
BTWM
656
Baker Tilly Wealth Management
Wisconsin
$284K -$54.4K -230 -16%
BSI
657
Bennett Selby Investments
Maine
$280K
PE
658
Point72 Europe
United Kingdom
$278K +$276K +1,165 New
GBWM
659
Granite Bay Wealth Management
New Hampshire
$276K -$515K -2,175 -65%
AFG
660
Atomi Financial Group
New York
$275K +$273K +1,152 New
LSA
661
Leonteq Securities AG
Switzerland
$275K +$30.8K +130 +13%
WA
662
Wealth Alliance
New York
$274K +$11.1K +47 +4%
MA
663
Mutual Advisors
Nebraska
$273K +$271K +1,143 New
FP
664
Foundry Partners
Minnesota
$272K
AA
665
Apriem Advisors
California
$272K
BWP
666
BSW Wealth Partners
Colorado
$270K -$1.42K -6 -0.5%
VSQM
667
V-Square Quantitative Management
Illinois
$268K
FL
668
Fort LP
Maryland
$267K -$37.9K -160 -13%
Empower Advisory Group
669
Empower Advisory Group
Colorado
$264K -$78.1K -330 -23%
AC
670
AXQ Capital
New Jersey
$263K +$260K +1,100 New
CI
671
CX Institutional
Indiana
$261K -$2.13K -9 -0.8%
CIA
672
Choate Investment Advisors
Massachusetts
$259K
EWM
673
Evermay Wealth Management
Virginia
$257K +$473 +2 +0.2%
BFEC
674
Benjamin F. Edwards & Company
Missouri
$257K +$255K +1,076 New
KWM
675
Kolinsky Wealth Management
New Jersey
$257K -$64.2K -271 -20%