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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
RI
701
Ridgewood Investments
New Jersey
$30.1K +$28.4K +157 New
Harbour Investments
702
Harbour Investments
Wisconsin
$28.6K +$1.63K +9 +6%
EP Wealth Advisors
703
EP Wealth Advisors
California
$28.3K +$5.37M +29,631 +1,612%
PTC
704
Private Trust Company
Ohio
$28K -$6.16K -34 -19%
QL
705
Quarry LP
New York
$27.2K +$25.7K +142 New
AP
706
Arlington Partners
Alabama
$25.3K +$23.9K +132 New
VWM
707
Venturi Wealth Management
Texas
$21.1K +$19.9K +110 New
FMP
708
Financial Management Professionals
Texas
$21K – – –
ATC
709
Adirondack Trust Company
New York
$20.1K – – –
Bartlett & Co
710
Bartlett & Co
Ohio
$20K – – –
Bartlett & Co Wealth Management
711
Bartlett & Co Wealth Management
Ohio
$20K – – –
Farmers & Merchants Investments Inc
712
Farmers & Merchants Investments Inc
Nebraska
$19.4K – – –
CT
713
Colonial Trust
South Carolina
$18.9K – – –
Catalyst Capital Advisors
714
Catalyst Capital Advisors
New York
$17.7K -$5.43K -30 -25%
CQS
715
Credential Qtrade Securities
$17.3K -$380K -2,096 -96%
CFO
716
CVA Family Office
Colorado
$17.3K +$906 +5 +6%
AWM
717
Abound Wealth Management
Tennessee
$16.5K +$2.9K +16 +23%
MCM
718
MV Capital Management
Maryland
$16.3K +$1.45K +8 +10%
FCA
719
FinTrust Capital Advisors
South Carolina
$16.1K – – –
Baker Avenue Asset Management
720
Baker Avenue Asset Management
California
$15.7K -$9.6K -53 -39%
FFL
721
Financial Freedom LLC
Ohio
$15.7K – – –
PineBridge Investments
722
PineBridge Investments
New York
$15.7K – – –
PWMG
723
Prestige Wealth Management Group
New Jersey
$15.3K -$6.88K -38 -32%
SS
724
Sunbelt Securities
Texas
$15.3K +$14.5K +80 New
TFGT
725
TS Financial Group (TSFG)
Illinois
$14K – – –