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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
Forum Financial Management
751
Forum Financial Management
Illinois
$256K +$15.3K +53 +7%
IIC
752
Integrated Investment Consultants
Michigan
$255K +$865 +3 +0.4%
Brooklyn Investment Group
753
Brooklyn Investment Group
New York
$254K +$9.22K +32 +4%
CAM
754
Claret Asset Management
Quebec, Canada
$253K +$288 +1 +0.1%
MA
755
Mutual Advisors
Nebraska
$247K -$176K -609 -41%
Hudson Bay Capital Management
756
Hudson Bay Capital Management
Connecticut
$247K +$239K +830 New
Perigon Wealth Management
757
Perigon Wealth Management
California
$246K +$7.21K +25 +3%
BIA
758
Biondo Investment Advisors
Pennsylvania
$246K – – –
EBT
759
Enterprise Bank & Trust
Massachusetts
$245K – – –
MCC
760
Malaga Cove Capital
California
$244K -$2.59K -9 -1%
OWA
761
One Wealth Advisors
California
$244K -$326K -1,131 -58%
GPW
762
Genesis Private Wealth
Virginia
$240K +$3.17K +11 +1%
Blue Trust Inc
763
Blue Trust Inc
Georgia
$240K +$47.3K +164 +26%
Simon Quick Advisors
764
Simon Quick Advisors
New Jersey
$237K +$229K +795 New
WAG
765
Winthrop Advisory Group
Massachusetts
$236K – – –
SCS Capital Management
766
SCS Capital Management
Massachusetts
$235K +$228K +791 New
TWM
767
Trueblood Wealth Management
Ohio
$235K -$288 -1 -0.1%
LAM
768
Longboard Asset Management
Arizona
$235K – – –
LA
769
LVW Advisors
New York
$235K +$228K +790 New
SIA
770
Schechter Investment Advisors
Michigan
$232K -$111K -384 -33%
Klingenstein Fields & Co
771
Klingenstein Fields & Co
New York
$230K +$2.59K +9 +1%
HKIMG
772
Hutchens & Kramer Investment Management Group
Indiana
$228K – – –
S
773
SimplyRich
California
$226K – – –
AA
774
Alta Advisers
United Kingdom
$225K +$218K +757 New
HCM
775
Heathbridge Capital Management
Ontario, Canada
$223K -$50.4K -175 -19%