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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
701
Opal Wealth Advisors
New York
$210K -$11.5K -49 -5%
EL
702
EWA LLC
Pennsylvania
$210K +$208K +882 New
FNBT
703
FineMark National Bank & Trust
Florida
$208K +$207K +879 New
CTC
704
Central Trust Company
Missouri
$205K – – –
AA
705
Addison Advisors
Vermont
$204K +$8.01K +34 +4%
MW
706
Marcum Wealth
Ohio
$204K -$11.1K -47 -5%
OA
707
Operose Advisors
Wisconsin
$203K +$203K +861 New
EFS
708
Essex Financial Services
Connecticut
$203K +$203K +860 New
IIC
709
Integrated Investment Consultants
Michigan
$203K +$202K +858 New
FAIM
710
Financial Advocates Investment Management
Washington
$202K +$201K +854 New
VFA
711
Valeo Financial Advisors
Indiana
$202K +$201K +854 New
PWPS
712
Pinnacle Wealth Planning Services
Ohio
$201K +$201K +852 New
SPA
713
Sherbrooke Park Advisers
New York
$201K -$577K -2,449 -74%
PAA
714
Peregrine Asset Advisers
Oregon
$201K +$200K +849 New
TC
715
Telemus Capital
Michigan
$200K +$200K +847 New
BCM
716
Blume Capital Management
California
$199K -$4.71K -20 -2%
SIM
717
Sentry Investment Management
Wisconsin
$196K -$47.4K -201 -19%
DCM
718
Dupont Capital Management
Delaware
$193K -$7.34M -31,136 -97%
FHA
719
First Horizon Advisors
Tennessee
$188K – – –
T
720
TOBAM
France
$180K -$35.6K -151 -17%
PAM
721
Paradigm Asset Management
New York
$165K – – –
ST
722
Smithfield Trust
Pennsylvania
$162K – – –
AIM
723
Acropolis Investment Management
Missouri
$158K +$4.95K +21 +3%
WBC
724
Westpac Banking Corp
Australia
$151K – – –
HIA
725
Harbor Investment Advisory
Maryland
$134K – – –
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