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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
WA
701
Wealth Alliance
New York
$266K -$4.32K -18 -2%
LSAG
702
Lake Street Advisors Group
New Hampshire
$266K +$19.2K +80 +8%
CI
703
CX Institutional
Indiana
$265K +$7.69K +32 +3%
BFEC
704
Benjamin F. Edwards & Company
Missouri
$262K +$8.41K +35 +3%
GWM
705
Gibbs Wealth Management
Georgia
$262K +$267K +1,110 New
TSS
706
Two Sigma Securities
New York
$261K +$266K +1,106 New
AFG
707
Atomi Financial Group
New York
$258K -$14.2K -59 -5%
EL
708
EWA LLC
Pennsylvania
$256K +$6.73K +28 +3%
BWP
709
BSW Wealth Partners
Colorado
$255K -$11.8K -49 -4%
UF
710
Univest Financial
Pennsylvania
$254K +$259K +1,079 New
BP
711
BNP Paribas
France
$254K +$258K +1,076 New
GM
712
GeoWealth Management
Illinois
$251K +$255K +1,063 New
1WM
713
1858 Wealth Management
Ohio
$251K
SEA
714
Stegent Equity Advisors
Texas
$250K +$255K +1,060 New
KWM
715
Kolinsky Wealth Management
New Jersey
$250K -$3.84K -16 -1%
HCP
716
Holt Capital Partners
Texas
$248K
LSA
717
Leonteq Securities AG
Switzerland
$244K -$27.4K -114 -10%
BGA
718
Battery Global Advisors
Massachusetts
$244K
CGL
719
Clarius Group LLC
Washington
$243K -$63.2K -263 -20%
VAS
720
Vestmark Advisory Solutions
Massachusetts
$242K -$50.2K -209 -17%
EA
721
Emerald Advisers
Pennsylvania
$242K -$2.4K -10 -1%
ACA
722
Aptus Capital Advisors
Alabama
$241K +$25K +104 +11%
Connor, Clark & Lunn Investment Management (CC&L)
723
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$240K +$245K +1,019 New
DFCM
724
Dark Forest Capital Management
Puerto Rico
$238K +$243K +1,010 New
MPM
725
MBB Public Markets
Illinois
$238K +$243K +1,010 New