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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
701
Oarsman Capital
Wisconsin
$373K +$5.46K +18 +2%
TFS
702
Thoroughbred Financial Services
Tennessee
$371K -$692K -2,281 -66%
ECM
703
Evergreen Capital Management
Washington
$368K +$29.1K +96 +9%
FRA
704
Frank Rimerman Advisors
California
$368K +$1.21K +4 +0.3%
MA
705
Mutual Advisors
Nebraska
$367K +$111K +367 +42%
SPC
706
Sigma Planning Corp
Michigan
$366K +$356K +1,174 New
PGFC
707
Peapack-Gladstone Financial Corp
New Jersey
$363K – – –
NWAG
708
Net Worth Advisory Group
Utah
$362K +$34.6K +114 +11%
NAS
709
Nicolet Advisory Services
Wisconsin
$362K +$8.19K +27 +2%
RFP
710
Root Financial Partners
California
$359K +$349K +1,152 New
ERSOT
711
Employees Retirement System of Texas
Texas
$358K +$349K +1,150 New
DS
712
DRW Securities
Illinois
$358K +$348K +1,148 New
DC
713
Davenport & Co
Virginia
$357K -$1.59M -5,243 -82%
WA
714
Wealth Alliance
New York
$355K +$2.12K +7 +0.6%
GWA
715
Gratus Wealth Advisors
Virginia
$348K – – –
CAMG
716
CWA Asset Management Group
Florida
$348K +$131K +432 +63%
AA
717
Apriem Advisors
California
$346K – – –
HBT
718
Hills Bank & Trust
Iowa
$345K -$30.6K -101 -8%
EL
719
EWA LLC
Pennsylvania
$344K +$11.5K +38 +4%
BTWM
720
Baker Tilly Wealth Management
Wisconsin
$343K +$4.25K +14 +1%
RCA
721
Resonant Capital Advisors
Wisconsin
$341K +$41.2K +136 +14%
AWA
722
Aaron Wealth Advisors
Illinois
$338K +$43.7K +144 +15%
BIG
723
Brooklyn Investment Group
New York
$334K +$66.1K +218 +26%
GRP
724
Global Retirement Partners
California
$332K +$323K +1,067 New
ET
725
Equitable Trust
Tennessee
$329K – – –
27 28
29
30 31