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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
676
Meritage Group
California
$318K -$51.1K -209 -15%
CA
677
Clearstead Advisors
Ohio
$316K +$166K +679 +137%
BSI
678
Bennett Selby Investments
Maine
$316K – – –
PGFC
679
Peapack-Gladstone Financial Corp
New Jersey
$315K +$1.96K +8 +0.7%
GWA
680
Gratus Wealth Advisors
Virginia
$314K -$14.9K -61 -5%
FTWA
681
Fifth Third Wealth Advisors
Ohio
$313K +$284K +1,162 New
IWA
682
Icon Wealth Advisors
Texas
$312K +$4.89K +20 +2%
VF
683
VitalStone Financial
Texas
$311K +$280K +1,143 +9,525%
ACA
684
Aptus Capital Advisors
Alabama
$309K +$31.1K +127 +12%
WA
685
Wealth Alliance
New York
$307K +$2.69K +11 +1%
LSAG
686
Lake Street Advisors Group
New Hampshire
$307K +$2.94K +12 +1%
AA
687
Apriem Advisors
California
$306K – – –
AIM
688
Arcadia Investment Management
Michigan
$306K -$55.1K -225 -17%
ET
689
Equitable Trust
Tennessee
$305K +$277K +1,133 New
CI
690
CX Institutional
Indiana
$305K +$1.96K +8 +0.7%
FT
691
Fiduciary Trust
Massachusetts
$299K -$39.4K -161 -13%
MG
692
Mather Group
Illinois
$298K -$3.18K -13 -1%
CSPIA
693
Cary Street Partners Investment Advisory
Virginia
$294K +$267K +1,090 New
CWM
694
Congress Wealth Management
Massachusetts
$291K +$264K +1,078 New
BP
695
BNP Paribas
France
$290K – – –
EL
696
EWA LLC
Pennsylvania
$288K +$979 +4 +0.4%
BTWM
697
Baker Tilly Wealth Management
Wisconsin
$285K -$48K -196 -16%
QWP
698
Quotient Wealth Partners
Texas
$284K +$258K +1,053 New
HCP
699
Holt Capital Partners
Texas
$283K – – –
AA
700
Axiom Advisory
California
$282K +$282K +1,152 New
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