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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
701
Adero Partners
California
$321K +$14.7K +51 +5%
BWP
702
BSW Wealth Partners
Colorado
$321K +$288 +1 +0.1%
SC
703
Syon Capital
California
$318K +$80.4K +279 +35%
EL
704
EWA LLC
Pennsylvania
$317K +$7.21K +25 +2%
ET
705
Equitable Trust
Tennessee
$314K – – –
HCP
706
Holt Capital Partners
Texas
$313K – – –
NWAG
707
Net Worth Advisory Group
Utah
$312K -$30.5K -106 -9%
UF
708
Univest Financial
Pennsylvania
$310K -$225K -782 -43%
SPIA
709
Steward Partners Investment Advisory
New York
$309K -$12.4K -43 -4%
BGA
710
Battery Global Advisors
Massachusetts
$308K – – –
NC
711
Napatree Capital
Rhode Island
$306K +$77.8K +270 +36%
M
712
MATAURO
New York
$305K -$114K -397 -28%
VCM
713
Virtue Capital Management
Tennessee
$302K +$60.2K +209 +26%
AIM
714
Aigen Investment Management
New York
$301K +$291K +1,011 New
FCFC
715
First Commonwealth Financial Corp
Pennsylvania
$298K – – –
WPWM
716
Western Pacific Wealth Management
Illinois
$298K – – –
EWA
717
EverSource Wealth Advisors
Alabama
$297K -$36K -125 -11%
LS
718
Livforsakringsbolaget Skandia
Sweden
$293K – – –
TNB
719
Thomasville National Bank
Georgia
$291K – – –
RCA
720
Resonant Capital Advisors
Wisconsin
$285K +$4.61K +16 +2%
GL
721
Graypoint LLC
New York
$284K -$3.17K -11 -1%
HBT
722
Heartland Bank & Trust
Illinois
$282K +$273K +947 New
AAM
723
Azzad Asset Management
Virginia
$281K +$13.3K +46 +5%
OIA
724
OneDigital Investment Advisors
Kansas
$280K +$271K +941 New
AWA
725
Aaron Wealth Advisors
Illinois
$280K +$48.7K +169 +22%
27 28
29
30 31