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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
676
Atomi Financial Group
New York
$325K +$5.96K +22 +2%
Walleye Capital
677
Walleye Capital
New York
$325K -$23M -84,836 -99%
CSPIA
678
Cary Street Partners Investment Advisory
Virginia
$320K +$28.2K +104 +10%
AA
679
Axiom Advisory
California
$317K
OC
680
Oarsman Capital
Wisconsin
$317K
DWT
681
Dorsey & Whitney Trust
South Dakota
$315K -$4.06K -15 -1%
BSI
682
Bennett Selby Investments
Maine
$314K
LSAG
683
Lake Street Advisors Group
New Hampshire
$312K +$7.31K +27 +2%
PGFC
684
Peapack-Gladstone Financial Corp
New Jersey
$312K -$1.08K -4 -0.3%
NWAG
685
Net Worth Advisory Group
Utah
$309K +$312K +1,152 New
AIM
686
Artemis Investment Management
United Kingdom
$307K -$14.6K -54 -5%
AA
687
Apriem Advisors
California
$305K
AIM
688
Arcadia Investment Management
Michigan
$304K
WA
689
Wealth Alliance
New York
$302K -$3.52K -13 -1%
GWA
690
Gratus Wealth Advisors
Virginia
$302K
FTWA
691
Fifth Third Wealth Advisors
Ohio
$302K -$9.75K -36 -3%
CI
692
CX Institutional
Indiana
$301K -$1.9K -7 -0.6%
EL
693
EWA LLC
Pennsylvania
$298K +$1.62K +6 +0.6%
FT
694
Fiduciary Trust
Massachusetts
$295K -$2.44K -9 -0.8%
PP
695
Pegasus Partners
Wisconsin
$295K -$159K -588 -35%
CWM
696
Congress Wealth Management
Massachusetts
$293K +$4.6K +17 +2%
BTWM
697
Baker Tilly Wealth Management
Wisconsin
$289K +$6.23K +23 +2%
MPM
698
MBB Public Markets
Illinois
$289K -$2.48M -9,162 -89%
OFS
699
OneAscent Financial Services
Alabama
$289K -$107K -395 -27%
SAM
700
Smartleaf Asset Management
Massachusetts
$289K +$126K +464 +74%