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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
GXJ
701
Global X Japan
Japan
$315K +$338K +1,232 +5,600%
LA
702
Legacy Advisors
Pennsylvania
$314K +$342K +1,247 New
BJL
703
Brighton Jones LLC
Washington
$313K +$342K +1,245 New
TCM
704
Tandem Capital Management
New Jersey
$313K – – –
P
705
Pitcairn
Pennsylvania
$312K -$293K -1,067 -46%
CSI
706
Cross Staff Investments
New York
$312K – – –
FT
707
Fiduciary Trust
Massachusetts
$311K +$3.02K +11 +0.9%
IAN
708
Integrated Advisors Network
Texas
$307K -$37.9K -138 -10%
SFS
709
Sowell Financial Services
Arkansas
$306K -$96.6K -352 -22%
BSI
710
Bennett Selby Investments
Maine
$304K – – –
TFS
711
Thoroughbred Financial Services
Tennessee
$299K – – –
OC
712
Oarsman Capital
Wisconsin
$297K -$4.94K -18 -2%
PGFC
713
Peapack-Gladstone Financial Corp
New Jersey
$292K -$1.37K -5 -0.4%
CA
714
Clearstead Advisors
Ohio
$290K +$47.8K +174 +18%
GWA
715
Gratus Wealth Advisors
Virginia
$281K – – –
GRP
716
Global Retirement Partners
California
$281K +$13.4K +49 +5%
SMA
717
Sage Mountain Advisors
Georgia
$280K +$108K +392 +54%
AA
718
Apriem Advisors
California
$280K – – –
WA
719
Wealth Alliance
New York
$278K -$10.2K -37 -3%
RCA
720
Resonant Capital Advisors
Wisconsin
$277K +$1.65K +6 +0.5%
MSCM
721
McElhenny Sheffield Capital Management
Texas
$277K +$302K +1,100 New
JTWM
722
Jackson Thornton Wealth Management
Alabama
$277K +$312K +1,136 New
HBT
723
Hills Bank & Trust
Iowa
$276K -$2.75K -10 -0.9%
NWAG
724
Net Worth Advisory Group
Utah
$275K -$18.7K -68 -6%
BTWM
725
Baker Tilly Wealth Management
Wisconsin
$272K -$5.76K -21 -2%
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