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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
BSI
676
Bennett Selby Investments
Maine
$323K – – –
PGFC
677
Peapack-Gladstone Financial Corp
New Jersey
$321K – – –
SIA
678
Schechter Investment Advisors
Michigan
$320K +$31.7K +114 +11%
NWAG
679
Net Worth Advisory Group
Utah
$318K +$835 +3 +0.3%
1C
680
111 Capital
France
$317K +$320K +1,151 New
FRA
681
Frank Rimerman Advisors
California
$314K -$508K -1,824 -62%
GWA
682
Gratus Wealth Advisors
Virginia
$313K – – –
EWA
683
EverSource Wealth Advisors
Alabama
$309K +$171K +615 +121%
WA
684
Wealth Alliance
New York
$308K -$2.5K -9 -0.8%
AA
685
Apriem Advisors
California
$306K -$6.96K -25 -2%
CI
686
CX Institutional
Indiana
$305K -$5.29K -19 -2%
FT
687
Fiduciary Trust
Massachusetts
$304K – – –
WP
688
WMS Partners
Maryland
$301K +$5.01K +18 +2%
LSAG
689
Lake Street Advisors Group
New Hampshire
$301K -$20.3K -73 -6%
CWM
690
Congress Wealth Management
Massachusetts
$301K -$1.11K -4 -0.4%
EGM
691
Engineers Gate Manager
New York
$301K -$1.94M -6,973 -86%
AIM
692
Artemis Investment Management
United Kingdom
$299K -$17K -61 -5%
MWM
693
Maridea Wealth Management
New York
$299K +$302K +1,084 New
SPIA
694
Steward Partners Investment Advisory
New York
$298K +$68.5K +246 +29%
BWP
695
BSW Wealth Partners
Colorado
$296K +$12.8K +46 +4%
BTWM
696
Baker Tilly Wealth Management
Wisconsin
$296K -$1.67K -6 -0.6%
STA
697
Summit Trail Advisors
New York
$295K +$47.3K +170 +19%
ACM
698
Aster Capital Management
United Arab Emirates
$294K +$297K +1,069 New
ET
699
Equitable Trust
Tennessee
$291K – – –
FWM
700
FFT Wealth Management
Pennsylvania
$290K +$293K +1,054 New
26 27
28
29 30