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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
726
Janiczek Wealth Management
Colorado
$132K +$2.59K +11 +2%
SPIA
727
Steward Partners Investment Advisory
New York
$132K +$8.72K +37 +7%
CUAMC
728
China Universal Asset Management Company
China
$128K +$88.9K +377 +231%
BEI
729
Benjamin Edwards Inc
Missouri
$122K +$236 +1 +0.2%
CSPIA
730
Cary Street Partners Investment Advisory
Virginia
$118K +$38.4K +163 +48%
AA
731
Alta Advisers
United Kingdom
$118K – – –
HT
732
Headlands Technologies
Illinois
$117K -$287K -1,216 -71%
MAM
733
Magellan Asset Management
Australia
$115K – – –
HAS
734
HBW Advisory Services
California
$115K -$1.18K -5 -1%
MCM
735
MV Capital Management
Maryland
$103K +$70.2K +298 +218%
QL
736
Quarry LP
New York
$94.7K +$35.1K +149 +59%
RFG
737
RFP Financial Group
Georgia
$94.5K – – –
TWM
738
Tradition Wealth Management
Minnesota
$90K +$236 +1 +0.3%
KFI
739
Key Financial Inc
Pennsylvania
$88.8K – – –
TFM
740
TFC Financial Management
Massachusetts
$82.2K – – –
HPC
741
HM Payson & Co
Maine
$78.2K +$7.31K +31 +10%
LC
742
Lindbrook Capital
California
$77.7K +$14.1K +60 +22%
LWCFA
743
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$76.1K – – –
AAM
744
Advisors Asset Management
Colorado
$74.7K +$74.5K +316 New
MPWT
745
MassMutual Private Wealth & Trust
Connecticut
$74.2K +$16.5K +70 +29%
MA
746
Montag & Associates
Georgia
$70.9K – – –
CYG
747
Clean Yield Group
Vermont
$61.4K – – –
BTI
748
Blue Trust Inc
Georgia
$61K +$33.9K +144 +117%
SSB
749
Sandy Spring Bank
Maryland
$59.1K – – –
VAG
750
VisionPoint Advisory Group
Texas
$57.9K +$57.7K +245 New
28 29
30
31 32