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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
676
Opal Wealth Advisors
New York
$203K +$194K +888 New
NRW
677
Nova R Wealth
Kansas
$202K +$192K +881 New
FNBT
678
FineMark National Bank & Trust
Florida
$200K -$33.8K -155 -15%
EFS
679
Essex Financial Services
Connecticut
$200K +$191K +876 New
SSB
680
Sandy Spring Bank
Maryland
$186K -$43.6K -200 -20%
FHA
681
First Horizon Advisors
Tennessee
$180K -$2.18K -10 -1%
SPIA
682
Steward Partners Investment Advisory
New York
$171K -$3.06K -14 -2%
PCM
683
Penserra Capital Management
California
$163K +$28.8K +132 +23%
ST
684
Smithfield Trust
Pennsylvania
$158K
AIM
685
Acropolis Investment Management
Missouri
$147K
NR
686
Newfound Research
Massachusetts
$137K -$2.18K -10 -2%
HIA
687
Harbor Investment Advisory
Maryland
$129K
IPW
688
IronBridge Private Wealth
Texas
$129K
BAM
689
Belpointe Asset Management
Nevada
$109K +$105K +481 New
Parallax Volatility Advisers
690
Parallax Volatility Advisers
California
$104K -$700K -3,210 -88%
PPWM
691
PFG Private Wealth Management
Florida
$102K +$6.33K +29 +7%
Carson Wealth (CWM LLC)
692
Carson Wealth (CWM LLC)
Nebraska
$100K +$95.4K +437 New
CA
693
Clearstead Advisors
Ohio
$99K -$46.9K -215 -33%
T
694
TOBAM
France
$98K
TCWM
695
Total Clarity Wealth Management
Illinois
$91K
IPAM
696
ICICI Prudential Asset Management
India
$91K +$86.6K +397 New
AssetMark Inc
697
AssetMark Inc
California
$89K +$8.95K +41 +12%
CTC
698
Central Trust Company
Missouri
$88K +$3.49K +16 +4%
KFP
699
KB Financial Partners
New Jersey
$87K +$82.9K +380 New
CA
700
Cornerstone Advisory
Maryland
$82K +$78.6K +360 New