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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
AFT
701
Alpha Family Trust
California
$216K – – –
RCAG
702
Rehmann Capital Advisory Group
Michigan
$216K +$214K +902 New
USCWA
703
U.S. Capital Wealth Advisors
Texas
$214K -$2.84K -12 -1%
AA
704
Addison Advisors
Vermont
$211K +$4.5K +19 +2%
FNBT
705
FineMark National Bank & Trust
Florida
$209K -$1.18K -5 -0.6%
WAG
706
Winthrop Advisory Group
Massachusetts
$209K -$4.26K -18 -2%
OWA
707
Opal Wealth Advisors
New York
$209K -$4.26K -18 -2%
TCOTS
708
Trust Company of the South
North Carolina
$208K +$206K +871 New
CTC
709
Central Trust Company
Missouri
$207K – – –
EFS
710
Essex Financial Services
Connecticut
$207K +$1.42K +6 +0.7%
HT
711
Headlands Technologies
Illinois
$206K +$86.6K +366 +74%
IIC
712
Integrated Investment Consultants
Michigan
$205K – – –
CIA
713
Concurrent Investment Advisors
Florida
$204K +$203K +856 New
ECM
714
Evergreen Capital Management
Washington
$204K +$202K +854 New
PWPS
715
Pinnacle Wealth Planning Services
Ohio
$203K -$237 -1 -0.1%
PAA
716
Peregrine Asset Advisers
Oregon
$203K – – –
BCM
717
Blume Capital Management
California
$195K -$5.92K -25 -3%
CA
718
Clearstead Advisors
Ohio
$192K -$226K -953 -54%
FHA
719
First Horizon Advisors
Tennessee
$190K – – –
SPIA
720
Steward Partners Investment Advisory
New York
$185K +$51.4K +217 +39%
SIM
721
Sentry Investment Management
Wisconsin
$179K -$19.2K -81 -10%
ST
722
Smithfield Trust
Pennsylvania
$175K +$10.2K +43 +6%
HIIFS
723
Harel Insurance Investments & Financial Services
Israel
$170K -$59.9K -253 -26%
PAM
724
Paradigm Asset Management
New York
$167K – – –
MCM
725
MV Capital Management
Maryland
$160K +$55.6K +235 +54%
27 28
29
30 31