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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
701
EP Wealth Advisors
California
$28.3K +$5.37M +29,631 +1,612%
PTC
702
Private Trust Company
Ohio
$28K -$6.16K -34 -19%
QL
703
Quarry LP
New York
$27.2K +$25.7K +142 New
AP
704
Arlington Partners
Alabama
$25.3K +$23.9K +132 New
VWM
705
Venturi Wealth Management
Texas
$21.1K +$19.9K +110 New
FMP
706
Financial Management Professionals
Texas
$21K – – –
ATC
707
Adirondack Trust Company
New York
$20.1K – – –
BC
708
Bartlett & Co
Ohio
$20K – – –
BCWM
709
Bartlett & Co Wealth Management
Ohio
$20K – – –
FMII
710
Farmers & Merchants Investments Inc
Nebraska
$19.4K – – –
CT
711
Colonial Trust
South Carolina
$18.9K – – –
CCA
712
Catalyst Capital Advisors
New York
$17.7K -$5.43K -30 -25%
CQS
713
Credential Qtrade Securities
$17.3K -$380K -2,096 -96%
CFO
714
CVA Family Office
Colorado
$17.3K +$906 +5 +6%
AWM
715
Abound Wealth Management
Tennessee
$16.5K +$2.9K +16 +23%
MCM
716
MV Capital Management
Maryland
$16.3K +$1.45K +8 +10%
FCA
717
FinTrust Capital Advisors
South Carolina
$16.1K – – –
BAAM
718
Baker Avenue Asset Management
California
$15.7K -$9.6K -53 -39%
FFL
719
Financial Freedom LLC
Ohio
$15.7K – – –
PI
720
PineBridge Investments
New York
$15.7K – – –
PWMG
721
Prestige Wealth Management Group
New Jersey
$15.3K -$6.88K -38 -32%
SS
722
Sunbelt Securities
Texas
$15.3K +$14.5K +80 New
TFGT
723
TS Financial Group (TSFG)
Illinois
$14K – – –
HCP
724
Hexagon Capital Partners
Arkansas
$13.8K – – –
SFG
725
Steward Financial Group
Texas
$12K +$5.98K +33 +100%
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