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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
HGWM
826
Harvest Group Wealth Management
Massachusetts
– -$40K -192 Closed
KCM
827
Kathmere Capital Management
Pennsylvania
– -$39K -190 Closed
CDIA
828
Capital Directions Investment Advisors
Georgia
– -$35K -170 Closed
RPWA
829
Regent Peak Wealth Advisors
Georgia
– -$34K -164 Closed
VCG
830
Vantage Consulting Group
Virginia
– -$34K -164 Closed
PCA
831
Peddock Capital Advisors
Massachusetts
– -$29K -140 Closed
ICP
832
Interchange Capital Partners
Pennsylvania
– -$26K -130 Closed
TSW
833
Thompson Siegel & Walmsley
Virginia
– -$19K -92 Closed
MA
834
MUFG Americas
New York
– -$19K -90 Closed
SIAG
835
Safeguard Investment Advisory Group
California
– -$15K -74 Closed
TIAM2
836
Tru Independence Asset Management 2
Oregon
– -$12K -59 Closed
FCH
837
Freestone Capital Holdings
Washington
– -$8.93K -43 Closed
LGA
838
Lebenthal Global Advisors
New York
– -$8K -41 Closed
FCA
839
FinTrust Capital Advisors
South Carolina
– -$8K -40 Closed
LWCFA
840
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$7K -36 Closed
PFO
841
Pathstone Family Office
New Jersey
– -$7K -33 Closed
VAIA
842
Virtus Alternative Investment Advisers
Connecticut
– -$6K -31 Closed
AWG
843
Altus Wealth Group
Colorado
– -$6K -29 Closed
LAS
844
Lloyd Advisory Services
Georgia
– -$4K -20 Closed
PCA
845
Providence Capital Advisors
North Carolina
– -$3K -13 Closed
CB
846
CNB Bank
Pennsylvania
– -$2K -8 Closed
VNA
847
Valley National Advisers
Pennsylvania
– -$2K -8 Closed
MCM
848
Manchester Capital Management
Vermont
– -$1K -6 Closed
TI
849
tru Independence
Oregon
– -$1 -6 Closed
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