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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
651
Perigon Wealth Management
California
$439K +$71.9K +262 +18%
SFI
652
Susquehanna Fundamental Investments
Pennsylvania
$437K -$6.47M -23,555 -93%
FPAS
653
Focus Partners Advisor Solutions
Missouri
$433K +$523K +1,905 New
PVM
654
Palogic Value Management
Texas
$432K – – –
FCP
655
Fidelis Capital Partners
Florida
$429K -$5.76K -21 -1%
CPIG
656
Chicago Partners Investment Group
Illinois
$428K -$22.8K -83 -4%
COI
657
Connable Office Inc
Michigan
$428K – – –
AI
658
AdvisorShares Investments
Maryland
$422K +$49.1K +179 +12%
SIG
659
Sky Investment Group
Connecticut
$420K – – –
EWA
660
EverSource Wealth Advisors
Alabama
$419K +$68.1K +248 +17%
SC
661
Savant Capital
Illinois
$418K -$133K -486 -23%
CT
662
ClearAlpha Technologies
Connecticut
$416K +$454K +1,655 New
PFBT
663
Parkside Financial Bank & Trust
Missouri
$416K +$7.14K +26 +2%
SPA
664
Shore Point Advisors
New Jersey
$414K – – –
SSWM
665
Strait & Sound Wealth Management
California
$406K – – –
DG
666
DMC Group
Alabama
$397K -$39.5K -144 -8%
CAG
667
Crestwood Advisors Group
Massachusetts
$394K +$39.3K +143 +10%
NG
668
Norden Group
Utah
$390K -$9.61K -35 -2%
LAS
669
LWM Advisory Services
Florida
$388K +$823 +3 +0.2%
AFA
670
Arlington Financial Advisors
California
$387K – – –
BAM
671
Blueshift Asset Management
New Jersey
$384K +$229K +833 +120%
SWP
672
Stratos Wealth Partners
Ohio
$375K +$23.3K +85 +6%
MYAM
673
Meiji Yasuda Asset Management
Japan
$371K -$272K -992 -40%
PCP
674
Perbak Capital Partners
United Kingdom
$370K -$625K -2,277 -61%
TCWA
675
Turtle Creek Wealth Advisors
Texas
$369K +$121K +440 +43%
25 26
27
28 29