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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
676
Park Place Capital
Alabama
$255K -$128K -540 -34%
HKIMG
677
Hutchens & Kramer Investment Management Group
Indiana
$255K +$28.2K +119 +13%
HCP
678
Holt Capital Partners
Texas
$251K – – –
1WM
679
1858 Wealth Management
Ohio
$251K +$248K +1,049 New
LSAG
680
Lake Street Advisors Group
New Hampshire
$250K +$248K +1,047 New
EL
681
EWA LLC
Pennsylvania
$249K +$29.1K +123 +14%
EA
682
Emerald Advisers
Pennsylvania
$248K +$246K +1,038 New
CFG
683
Citizens Financial Group
Rhode Island
$248K +$29.6K +125 +14%
BGA
684
Battery Global Advisors
Massachusetts
$247K +$245K +1,035 New
PCIA
685
Prime Capital Investment Advisors
Kansas
$247K +$245K +1,034 New
SIA
686
Schechter Investment Advisors
Michigan
$245K -$71.5K -302 -23%
IAS
687
Insigneo Advisory Services
Florida
$241K -$76.2K -322 -24%
WPWM
688
Western Pacific Wealth Management
Illinois
$239K – – –
TNB
689
Thomasville National Bank
Georgia
$237K – – –
NAS
690
Nicolet Advisory Services
Wisconsin
$237K -$55.2K -233 -19%
FAIM
691
Financial Advocates Investment Management
Washington
$229K +$25.3K +107 +13%
RAG
692
RIA Advisory Group
Iowa
$225K +$258K +1,092 New
SP
693
Systematic Portfolios
New York
$221K +$219K +927 New
HCM
694
Heathbridge Capital Management
Ontario, Canada
$221K -$47.3K -200 -18%
CAM
695
Congress Asset Management
Massachusetts
$221K – – –
VFA
696
Valeo Financial Advisors
Indiana
$220K +$15.6K +66 +8%
SHJ
697
Sharkey, Howes & Javer
Colorado
$220K – – –
RZH
698
Relyea Zuckerberg Hanson
Connecticut
$220K -$18.5K -78 -8%
ACA
699
Aptus Capital Advisors
Alabama
$219K -$34.1K -144 -14%
OWA
700
Outlook Wealth Advisors
Texas
$216K +$214K +905 New
26 27
28
29 30