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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
BEI
776
Benjamin Edwards Inc
Missouri
$127K +$4.8K +20 +4%
CA
777
Clearstead Advisors
Ohio
$122K -$74.2K -309 -38%
AA
778
Alta Advisers
United Kingdom
$118K – – –
SNB
779
Security National Bank
Nebraska
$118K – – –
HAS
780
HBW Advisory Services
California
$117K – – –
SAM
781
Smartleaf Asset Management
Massachusetts
$116K +$22.8K +95 +24%
CFD
782
Creative Financial Designs
Indiana
$115K +$93K +387 +387%
EC
783
EntryPoint Capital
New York
$108K +$110K +459 New
MAM
784
Magellan Asset Management
Australia
$106K -$9.13K -38 -8%
APF
785
Alaska Permanent Fund
Alaska
$105K +$107K +445 New
RFG
786
RFP Financial Group
Georgia
$103K +$1.68K +7 +2%
IA
787
IFP Advisors
Florida
$98.1K +$16.1K +67 +19%
VIA
788
Virtus Investment Advisers
Connecticut
$97.1K – – –
QL
789
Quarry LP
New York
$91.5K +$93.2K +388 New
KFI
790
Key Financial Inc
Pennsylvania
$88.6K – – –
LC
791
Lindbrook Capital
California
$85.8K -$4.56K -19 -5%
MA
792
Montag & Associates
Georgia
$85K – – –
LS
793
Livforsakringsbolaget Skandia
Sweden
$84.6K – – –
TFM
794
TFC Financial Management
Massachusetts
$82.3K +$240 +1 +0.3%
CT
795
Caldwell Trust
Florida
$80.1K +$81.7K +340 New
AA
796
Ancora Advisors
Ohio
$80K +$35.8K +149 +78%
PTC
797
Private Trust Company
Ohio
$73.8K +$41.1K +171 +120%
HPC
798
HM Payson & Co
Maine
$70.7K – – –
MPWT
799
MassMutual Private Wealth & Trust
Connecticut
$70.5K +$480 +2 +0.7%
BTI
800
Blue Trust Inc
Georgia
$69.7K -$21.4K -89 -23%