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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
HAS
726
HBW Advisory Services
California
$111K +$104K +493 New
MAM
727
Magellan Asset Management
Australia
$110K
Acadian Asset Management
728
Acadian Asset Management
Massachusetts
$95K +$89.5K +426 New
RFG
729
RFP Financial Group
Georgia
$90.4K +$84K +400 New
TWM
730
Tradition Wealth Management
Minnesota
$86K +$420 +2 +0.5%
KFI
731
Key Financial Inc
Pennsylvania
$85K +$4.2K +20 +6%
TFM
732
TFC Financial Management
Massachusetts
$78.7K
CSPIA
733
Cary Street Partners Investment Advisory
Virginia
$76.4K +$10.5K +50 +17%
LWCFA
734
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$74.8K
HPC
735
HM Payson & Co
Maine
$67.8K
MA
736
Montag & Associates
Georgia
$67.8K
RFA
737
Resurgent Financial Advisors
Georgia
$64.6K -$9.24K -44 -13%
LC
738
Lindbrook Capital
California
$60.8K +$14.3K +68 +34%
VSQM
739
V-Square Quantitative Management
Illinois
$58.1K +$54K +257 New
QL
740
Quarry LP
New York
$57K +$23.1K +110 +77%
SSB
741
Sandy Spring Bank
Maryland
$56.5K -$10.5K -50 -17%
CYG
742
Clean Yield Group
Vermont
$56.5K
MPWT
743
MassMutual Private Wealth & Trust
Connecticut
$55.2K +$10.3K +49 +25%
CFD
744
Creative Financial Designs
Indiana
$50.9K +$47.3K +225 New
EWA
745
EverSource Wealth Advisors
Alabama
$50.7K +$11.3K +54 +32%
LS
746
Livforsakringsbolaget Skandia
Sweden
$49.3K
CPG
747
Cornerstone Planning Group
New Jersey
$49K +$45.6K +217 New
AS
748
Altshuler Shaham
Israel
$47.5K +$44.1K +210 New
BIA
749
Bell Investment Advisors
California
$45.4K -$840 -4 -2%
GBT
750
Grove Bank & Trust
Florida
$45.4K -$3.36K -16 -7%