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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
LCS
751
Levin Capital Strategies
New York
$224K +$226K +1,000 New
OGC
752
One68 Global Capital
New York
$224K +$226K +1,000 New
SSCA
753
South Shore Capital Advisors
Massachusetts
$224K +$226K +1,000 New
BWP
754
BSW Wealth Partners
Colorado
$222K -$59.1K -262 -21%
QI
755
Qtron Investments
Massachusetts
$222K – – –
JTWM
756
Jackson Thornton Wealth Management
Alabama
$222K -$29.8K -132 -12%
PCP
757
Proficio Capital Partners
Massachusetts
$221K -$9.93K -44 -4%
Livforsakringsbolaget Skandia
758
Livforsakringsbolaget Skandia
Sweden
$220K – – –
TNB
759
Thomasville National Bank
Georgia
$219K -$17.6K -78 -7%
Valeo Financial Advisors
760
Valeo Financial Advisors
Indiana
$219K +$37.7K +167 +21%
Great Valley Advisor Group
761
Great Valley Advisor Group
Delaware
$217K +$21.9K +97 +11%
Capital International Sarl
762
Capital International Sarl
California
$216K – – –
EW
763
Evoke Wealth
California
$213K +$16K +71 +8%
EWM
764
Evermay Wealth Management
Virginia
$208K – – –
SWM
765
Stronghold Wealth Management
Florida
$207K +$209K +927 New
Congress Asset Management
766
Congress Asset Management
Massachusetts
$207K – – –
SHJ
767
Sharkey, Howes & Javer
Colorado
$206K – – –
Diversified Trust
768
Diversified Trust
Tennessee
$205K +$9.48K +42 +5%
M
769
MATAURO
New York
$204K +$226 +1 +0.1%
IFP Advisors
770
IFP Advisors
Florida
$203K +$114K +504 +124%
HKIMG
771
Hutchens & Kramer Investment Management Group
Indiana
$203K -$22.8K -101 -10%
TCBWMS
772
Texas Capital Bank Wealth Management Services
Texas
$202K +$204K +904 New
FineMark National Bank & Trust
773
FineMark National Bank & Trust
Florida
$202K +$3.16K +14 +2%
Blue Trust Inc
774
Blue Trust Inc
Georgia
$199K +$7.45K +33 +4%
Central Trust Company
775
Central Trust Company
Missouri
$195K +$226 +1 +0.1%