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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
1WM
726
1858 Wealth Management
Ohio
$279K -$20.5K -71 -7%
B. Riley Wealth Advisors
727
B. Riley Wealth Advisors
Florida
$277K +$45K +156 +20%
AA
728
Addison Advisors
Vermont
$277K +$2.02K +7 +0.8%
Evermay Wealth Management
729
Evermay Wealth Management
Virginia
$277K – – –
Essex Financial Services
730
Essex Financial Services
Connecticut
$276K -$3.17K -11 -1%
Congress Asset Management
731
Congress Asset Management
Massachusetts
$275K – – –
WGCA
732
Wolf Group Capital Advisors
Virginia
$275K +$266K +923 New
AIM
733
Arcadia Investment Management
Michigan
$274K – – –
Sharkey, Howes & Javer
734
Sharkey, Howes & Javer
Colorado
$274K – – –
CGL
735
Clarius Group LLC
Washington
$273K -$4.9K -17 -2%
Mather Group
736
Mather Group
Illinois
$272K +$28.8K +100 +12%
First Horizon Advisors
737
First Horizon Advisors
Tennessee
$271K +$288 +1 +0.1%
Fukoku Mutual Life Insurance
738
Fukoku Mutual Life Insurance
Japan
$271K – – –
BMM
739
Buffington Mohr McNeal
Idaho
$271K +$262K +910 New
AFT
740
Alpha Family Trust
California
$269K – – –
Haverford Trust Company
741
Haverford Trust Company
Pennsylvania
$269K – – –
Wilmington Savings Fund Society
742
Wilmington Savings Fund Society
Delaware
$269K +$1.73K +6 +0.7%
BOTPPF
743
Board of the Pension Protection Fund
United Kingdom
$268K +$259K +900 New
Equitable Holdings
744
Equitable Holdings
New York
$267K +$258K +896 New
Stanley-Laman Group
745
Stanley-Laman Group
Pennsylvania
$265K +$4.9K +17 +2%
FineMark National Bank & Trust
746
FineMark National Bank & Trust
Florida
$265K – – –
RFG
747
Range Financial Group
Oregon
$261K +$5.48K +19 +2%
Diversified Trust
748
Diversified Trust
Tennessee
$261K -$1.16M -4,036 -82%
Optas LLC
749
Optas LLC
Texas
$260K +$252K +874 New
Central Trust Company
750
Central Trust Company
Missouri
$258K – – –