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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
751
NBT Bank
New York
$66.6K -$2.47K -14 -4%
IA
752
IFP Advisors
Florida
$65.5K -$12.2K -69 -16%
MA
753
Montag & Associates
Georgia
$64.6K – – –
OL
754
OneFund LLC
Florida
$64.5K -$4.4K -25 -7%
CT
755
Colonial Trust
South Carolina
$58.6K +$13.4K +76 +30%
KFAS
756
Keating Financial Advisory Services
Kansas
$55.8K +$7.22K +41 +15%
RF
757
Rossby Financial
Florida
$54.6K -$10.2K -58 -16%
NEWAS
758
N.E.W. Advisory Services
Wisconsin
$53.9K – – –
CT
759
Clearstead Trust
Maine
$53K +$5.28K +30 +11%
BIA
760
Bell Investment Advisors
California
$52.1K +$18.8K +107 +58%
HI
761
Harbour Investments
Wisconsin
$48.9K +$26.8K +152 +126%
PMFA
762
Plante Moran Financial Advisors
Michigan
$48.7K +$3.7K +21 +8%
RIL
763
Rothschild Investment LLC
Illinois
$47.4K +$8.98K +51 +24%
ZBNA
764
Zions Bancorporation, National Association
Utah
$42.2K -$4.4K -25 -10%
SS
765
SBI Securities
Japan
$39.9K -$4.75K -27 -11%
JSAM
766
J. Safra Asset Management
New York
$39.1K -$11.8K -67 -24%
CCM
767
Chilton Capital Management
Texas
$37.9K +$25K +142 +206%
TFA
768
Transamerica Financial Advisors
Florida
$36.5K +$1.94K +11 +6%
PTC
769
Private Trust Company
Ohio
$35.5K -$44K -250 -56%
CPG
770
Cornerstone Planning Group
New Jersey
$34.1K +$3.52K +20 +13%
TFM
771
TFC Financial Management
Massachusetts
$33.9K -$21.7K -123 -39%
CTC
772
Central Trust Company
Missouri
$33.6K -$9.69K -55 -23%
AA
773
Ancora Advisors
Ohio
$33.3K -$44.6K -253 -58%
EP
774
Essential Partners
California
$33.2K +$27.1K +154 +497%
HWM
775
HighMark Wealth Management
Minnesota
$32.7K – – –
29 30
31
32 33