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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
676
Crestwood Advisors Group
Massachusetts
$381K +$151K +523 +69%
RP
677
Riverwater Partners
Wisconsin
$379K -$74.6K -259 -17%
OFS
678
OneAscent Financial Services
Alabama
$373K -$67.4K -234 -16%
NAS
679
Nicolet Advisory Services
Wisconsin
$372K -$4.9K -17 -1%
TCM
680
Tandem Capital Management
New Jersey
$370K – – –
CSI
681
Cross Staff Investments
New York
$369K – – –
RCAG
682
Rehmann Capital Advisory Group
Michigan
$365K +$53.3K +185 +18%
EA
683
Emerald Advisers
Pennsylvania
$360K -$19.3K -67 -5%
HBT
684
Hills Bank & Trust
Iowa
$360K -$216K -750 -38%
BSI
685
Bennett Selby Investments
Maine
$359K +$10.4K +36 +3%
CAAS
686
Capital Asset Advisory Services
Michigan
$357K – – –
CWM
687
Congress Wealth Management
Massachusetts
$354K +$28.8K +100 +9%
FT
688
Fiduciary Trust
Massachusetts
$353K +$23.9K +83 +8%
OC
689
Oarsman Capital
Wisconsin
$351K – – –
FRA
690
Frank Rimerman Advisors
California
$350K +$11K +38 +3%
PGFC
691
Peapack-Gladstone Financial Corp
New Jersey
$347K – – –
WA
692
Wealth Alliance
New York
$337K +$4.61K +16 +1%
GM
693
GeoWealth Management
Illinois
$335K -$27.4K -95 -8%
GWA
694
Gratus Wealth Advisors
Virginia
$332K -$5.19K -18 -2%
AA
695
Apriem Advisors
California
$331K – – –
MPM
696
MBB Public Markets
Illinois
$329K +$318K +1,105 New
BTWM
697
Baker Tilly Wealth Management
Wisconsin
$324K +$3.75K +13 +1%
ECM
698
Evergreen Capital Management
Washington
$323K +$34.6K +120 +12%
WBC
699
Westpac Banking Corp
Australia
$323K -$98.8K -343 -24%
AIM
700
Artemis Investment Management
United Kingdom
$323K – – –
26 27
28
29 30