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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
HSA
801
HBK Sorce Advisory
Pennsylvania
$200K +$194K +672 New
HIA
802
Harbor Investment Advisory
Maryland
$198K
AIM
803
Acropolis Investment Management
Missouri
$198K +$1.15K +4 +0.6%
PPC
804
Park Place Capital
Alabama
$191K
CCA
805
Catalyst Capital Advisors
New York
$189K +$46.7K +162 +34%
JFGIW
806
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$179K +$148K +514 +584%
ACM
807
Aquatic Capital Management
Illinois
$179K +$173K +601 New
Walleye Trading
808
Walleye Trading
New York
$178K -$114K -394 -40%
CSP
809
Cary Street Partners
Virginia
$175K -$89.6K -311 -35%
IWA
810
Icon Wealth Advisors
Texas
$174K -$72.3K -251 -30%
AAP
811
Arax Advisory Partners
Colorado
$173K +$82.1K +285 +96%
Optiver Holding
812
Optiver Holding
Netherlands
$166K +$161K +558 New
OWA
813
Opal Wealth Advisors
New York
$165K +$160K +554 New
GWM
814
Geneos Wealth Management
Colorado
$157K +$77.5K +269 +228%
HDIM
815
Hanson & Doremus Investment Management
Vermont
$149K
SNB
816
Security National Bank
Nebraska
$149K
VCM
817
Versant Capital Management
Arizona
$146K +$127K +440 +880%
NC
818
North Capital
Utah
$142K +$137K +477 New
HAS
819
HBW Advisory Services
California
$139K +$135K +467 New
MPWT
820
MassMutual Private Wealth & Trust
Connecticut
$135K +$23.1K +80 +21%
CIAM
821
Caitong International Asset Management
Hong Kong
$134K +$130K +451 New
AFG
822
Albion Financial Group
Utah
$134K
CH
823
Cromwell Holdings
Wyoming
$134K +$1.73K +6 +1%
KFI
824
Key Financial Inc
Pennsylvania
$133K +$17.3K +60 +16%
WFG
825
Wormser Freres Gestion
France
$127K +$124K +430 New