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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
PVM
651
Palogic Value Management
Texas
$385K
EPW
652
Evolve Private Wealth
California
$380K +$384K +1,701 New
COI
653
Connable Office Inc
Michigan
$380K
PE
654
PCM Encore
Colorado
$379K +$383K +1,695 New
SIG
655
Sky Investment Group
Connecticut
$374K
MA
656
MJP Associates
Connecticut
$373K -$60K -266 -14%
DS
657
DRW Securities
Illinois
$370K -$151K -670 -29%
SSWM
658
Strait & Sound Wealth Management
California
$369K +$7.67K +34 +2%
SPA
659
Shore Point Advisors
New Jersey
$368K
Federated Hermes
660
Federated Hermes
Pennsylvania
$368K -$60.6M -268,609 -99%
PFBT
661
Parkside Financial Bank & Trust
Missouri
$368K -$1.8K -8 -0.5%
SBFM
662
S-Bank Fund Management
Finland
$366K -$89.8K -398 -20%
JSW
663
Journey Strategic Wealth
New Jersey
$365K +$368K +1,631 New
CCA
664
Checchi Capital Advisers
California
$364K -$34.3K -152 -9%
PL
665
Perpetual Ltd
Australia
$361K -$1.06M -4,682 -74%
SAM
666
Smartleaf Asset Management
Massachusetts
$361K -$100K -443 -22%
FCP
667
Fidelis Capital Partners
Florida
$354K -$27.1K -120 -7%
LSA
668
Leonteq Securities AG
Switzerland
$350K -$248K -1,099 -41%
AFT
669
Alpha Family Trust
California
$350K +$149K +660 +73%
CAU
670
Caxton Associates (UK)
$350K +$353K +1,564 New
WTC
671
WhitTier Trust Company
Nevada
$347K +$26.9K +119 +8%
FPAS
672
Focus Partners Advisor Solutions
Missouri
$346K -$81K -359 -19%
LAS
673
LWM Advisory Services
Florida
$344K -$677 -3 -0.2%
CIC
674
Chilton Investment Company
Connecticut
$341K -$68.2K -302 -17%
TVPW
675
Third View Private Wealth
Connecticut
$337K +$340K +1,506 New