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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
676
United Capital Financial Advisors
Texas
$262K -$27.6K -117 -10%
CI
677
CX Institutional
Indiana
$260K -$1.89K -8 -0.7%
WA
678
Wealth Alliance
New York
$260K -$22.4K -95 -8%
CIA
679
Choate Investment Advisors
Massachusetts
$256K +$4.01K +17 +2%
EWM
680
Evermay Wealth Management
Virginia
$254K – – –
ACA
681
Aptus Capital Advisors
Alabama
$251K +$250K +1,061 New
HCP
682
Holt Capital Partners
Texas
$248K – – –
OC
683
Oarsman Capital
Wisconsin
$244K +$243K +1,031 New
LSA
684
Leonteq Securities AG
Switzerland
$241K +$240K +1,020 New
NC
685
NovaPoint Capital
Georgia
$236K – – –
WPWM
686
Western Pacific Wealth Management
Illinois
$236K – – –
RZH
687
Relyea Zuckerberg Hanson
Connecticut
$236K +$19.6K +83 +9%
TNB
688
Thomasville National Bank
Georgia
$235K – – –
HIIFS
689
Harel Insurance Investments & Financial Services
Israel
$233K +$228K +968 New
NC
690
NinePointTwo Capital
California
$229K – – –
PFBT
691
Parkside Financial Bank & Trust
Missouri
$224K -$54.2K -230 -20%
HKIMG
692
Hutchens & Kramer Investment Management Group
Indiana
$224K +$223K +947 New
CAM
693
Congress Asset Management
Massachusetts
$219K – – –
HCS
694
Himension Capital (Singapore)
Singapore
$219K +$218K +925 New
SHJ
695
Sharkey, Howes & Javer
Colorado
$217K +$217K +920 New
CFG
696
Citizens Financial Group
Rhode Island
$216K -$108K -459 -33%
USCWA
697
U.S. Capital Wealth Advisors
Texas
$215K -$6.36K -27 -3%
AFT
698
Alpha Family Trust
California
$214K – – –
GCMG
699
Gyroscope Capital Management Group
Florida
$213K +$212K +900 New
WAG
700
Winthrop Advisory Group
Massachusetts
$211K -$1.65K -7 -0.8%
26 27
28
29 30