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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
LA
701
Legacy Advisors
Pennsylvania
$290K +$10.8K +48 +4%
PPW
702
Parcion Private Wealth
Washington
$287K +$289K +1,281 New
Twin Tree Management
703
Twin Tree Management
Texas
$285K +$287K +1,272 New
CPA
704
Capital Performance Advisors
California
$284K +$287K +1,272 New
FT
705
Fiduciary Trust
Massachusetts
$284K +$7.45K +33 +3%
RIL
706
Rothschild Investment LLC
Illinois
$284K +$167K +742 +141%
CI
707
CX Institutional
Indiana
$283K +$45.4K +201 +19%
ECM
708
Everence Capital Management
Indiana
$283K +$286K +1,266 New
PGFC
709
Peapack-Gladstone Financial Corp
New Jersey
$281K +$21.9K +97 +8%
BGA
710
Battery Global Advisors
Massachusetts
$275K +$44.2K +196 +19%
SCP
711
Sivia Capital Partners
California
$274K +$276K +1,223 New
PA
712
Pinnacle Associates
New York
$273K +$276K +1,221 New
WPWM
713
Western Pacific Wealth Management
Illinois
$269K +$46K +204 +20%
CSI
714
Cross Staff Investments
New York
$268K -$9.03K -40 -3%
TFS
715
Thoroughbred Financial Services
Tennessee
$266K
DWT
716
Dorsey & Whitney Trust
South Dakota
$263K +$64.1K +284 +32%
AAM
717
Advisors Asset Management
Colorado
$261K -$26K -115 -9%
DG
718
DMC Group
Alabama
$261K -$93.2K -413 -26%
EWA
719
EverSource Wealth Advisors
Alabama
$260K -$114K -507 -30%
AWA
720
Arkadios Wealth Advisors
Georgia
$259K +$35.7K +158 +16%
FMI
721
Frec Markets Inc
California
$258K +$261K +1,155 New
EH
722
Equitable Holdings
New York
$258K -$29.8K -132 -10%
NWAG
723
Net Worth Advisory Group
Utah
$257K +$12.6K +56 +5%
EFS
724
Essex Financial Services
Connecticut
$253K +$19.9K +88 +8%
AA
725
Apriem Advisors
California
$249K