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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
PPW
701
Parcion Private Wealth
Washington
$287K +$289K +1,281 New
Twin Tree Management
702
Twin Tree Management
Texas
$285K +$287K +1,272 New
CPA
703
Capital Performance Advisors
California
$284K +$287K +1,272 New
Fiduciary Trust
704
Fiduciary Trust
Massachusetts
$284K +$7.45K +33 +3%
RIL
705
Rothschild Investment LLC
Illinois
$284K +$167K +742 +141%
CX Institutional
706
CX Institutional
Indiana
$283K +$45.4K +201 +19%
ECM
707
Everence Capital Management
Indiana
$283K +$286K +1,266 New
Peapack-Gladstone Financial Corp
708
Peapack-Gladstone Financial Corp
New Jersey
$281K +$21.9K +97 +8%
BGA
709
Battery Global Advisors
Massachusetts
$275K +$44.2K +196 +19%
SCP
710
Sivia Capital Partners
California
$274K +$276K +1,223 New
Pinnacle Associates
711
Pinnacle Associates
New York
$273K +$276K +1,221 New
WPWM
712
Western Pacific Wealth Management
Illinois
$269K +$46K +204 +20%
CSI
713
Cross Staff Investments
New York
$268K -$9.03K -40 -3%
TFS
714
Thoroughbred Financial Services
Tennessee
$266K – – –
DWT
715
Dorsey & Whitney Trust
South Dakota
$263K +$64.1K +284 +32%
Advisors Asset Management
716
Advisors Asset Management
Colorado
$261K -$26K -115 -9%
DG
717
DMC Group
Alabama
$261K -$93.2K -413 -26%
EverSource Wealth Advisors
718
EverSource Wealth Advisors
Alabama
$260K -$114K -507 -30%
Arkadios Wealth Advisors
719
Arkadios Wealth Advisors
Georgia
$259K +$35.7K +158 +16%
FMI
720
Frec Markets Inc
California
$258K +$261K +1,155 New
Equitable Holdings
721
Equitable Holdings
New York
$258K -$29.8K -132 -10%
NWAG
722
Net Worth Advisory Group
Utah
$257K +$12.6K +56 +5%
EFS
723
Essex Financial Services
Connecticut
$253K +$19.9K +88 +8%
AA
724
Apriem Advisors
California
$249K – – –
Vestmark Advisory Solutions
725
Vestmark Advisory Solutions
Massachusetts
$248K -$57.1K -253 -19%