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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
LAS
651
LWM Advisory Services
Florida
$459K – – –
AFA
652
Arlington Financial Advisors
California
$458K +$28.8K +100 +7%
OWA
653
Outlook Wealth Advisors
Texas
$455K +$2.02K +7 +0.5%
BBHC
654
Brown Brothers Harriman & Co
New York
$454K -$254K -882 -37%
DWM
655
Diversify Wealth Management
Utah
$452K +$445K +1,545 New
VCM
656
Voleon Capital Management
California
$445K -$405K -1,404 -48%
EAM
657
Erste Asset Management
Austria
$442K – – –
PCP
658
Proficio Capital Partners
Massachusetts
$439K +$12.4K +43 +3%
LSA
659
Leonteq Securities AG
Switzerland
$438K +$356K +1,237 +522%
FC
660
FORA Capital
Florida
$433K +$194K +672 +86%
PCIA
661
Prime Capital Investment Advisors
Kansas
$431K +$19.9K +69 +5%
CI
662
Cigna Investments
Connecticut
$426K -$6.05K -21 -1%
CA
663
Commerzbank Aktiengesellschaft
Germany
$423K – – –
GAM
664
Groupama Asset Management
France
$418K +$139K +484 +52%
DWT
665
Dorsey & Whitney Trust
South Dakota
$406K +$43.8K +152 +13%
GLA
666
Great Lakes Advisors
Illinois
$406K +$13.5K +47 +4%
VSQM
667
V-Square Quantitative Management
Illinois
$401K +$6.92K +24 +2%
RAM
668
Ramirez Asset Management
New York
$397K – – –
ALAM
669
Asahi Life Asset Management
Japan
$393K +$380K +1,320 New
IAN
670
Integrated Advisors Network
Texas
$390K -$89.9K -312 -19%
DP
671
Dearborn Partners
Illinois
$390K +$378K +1,311 New
HCM
672
Hengehold Capital Management
Ohio
$385K – – –
NG
673
Norden Group
Utah
$383K +$31.7K +110 +9%
CIS
674
Custom Index Systems
New York
$382K -$42.9K -149 -10%
CI
675
CX Institutional
Indiana
$382K +$51K +177 +16%
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