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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
1WM
726
1858 Wealth Management
Ohio
$279K -$20.5K -71 -7%
AA
727
Addison Advisors
Vermont
$277K +$2.02K +7 +0.8%
EWM
728
Evermay Wealth Management
Virginia
$277K – – –
EFS
729
Essex Financial Services
Connecticut
$276K -$3.17K -11 -1%
CAM
730
Congress Asset Management
Massachusetts
$275K – – –
WGCA
731
Wolf Group Capital Advisors
Virginia
$275K +$266K +923 New
AIM
732
Arcadia Investment Management
Michigan
$274K – – –
SHJ
733
Sharkey, Howes & Javer
Colorado
$274K – – –
CGL
734
Clarius Group LLC
Washington
$273K -$4.9K -17 -2%
MG
735
Mather Group
Illinois
$272K +$28.8K +100 +12%
FHA
736
First Horizon Advisors
Tennessee
$271K +$288 +1 +0.1%
FMLI
737
Fukoku Mutual Life Insurance
Japan
$271K – – –
BMM
738
Buffington Mohr McNeal
Idaho
$271K +$262K +910 New
AFT
739
Alpha Family Trust
California
$269K – – –
HTC
740
Haverford Trust Company
Pennsylvania
$269K – – –
WSFS
741
Wilmington Savings Fund Society
Delaware
$269K +$1.73K +6 +0.7%
BOTPPF
742
Board of the Pension Protection Fund
United Kingdom
$268K +$259K +900 New
EH
743
Equitable Holdings
New York
$267K +$258K +896 New
SLG
744
Stanley-Laman Group
Pennsylvania
$265K +$4.9K +17 +2%
FNBT
745
FineMark National Bank & Trust
Florida
$265K – – –
RFG
746
Range Financial Group
Oregon
$261K +$5.48K +19 +2%
DT
747
Diversified Trust
Tennessee
$261K -$1.16M -4,036 -82%
OL
748
Optas LLC
Texas
$260K +$252K +874 New
CTC
749
Central Trust Company
Missouri
$258K – – –
FFM
750
Forum Financial Management
Illinois
$256K +$15.3K +53 +7%
28 29
30
31 32