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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
826
B. Riley Wealth Advisors
Florida
$211K +$205K +677 New
FIA
827
Foundations Investment Advisors
Arizona
$209K +$204K +672 New
HSA
828
HBK Sorce Advisory
Pennsylvania
$207K -$1.82K -6 -0.9%
HIA
829
Harbor Investment Advisory
Maryland
$207K – – –
BONST
830
Bank of Nova Scotia Trust
Ontario, Canada
$206K -$3.94K -13 -2%
TIA
831
Trust Investment Advisors
Indiana
$204K +$198K +654 New
PCP
832
Panoramic Capital Partners
Oregon
$204K +$203K +670 New
AIM
833
Acropolis Investment Management
Missouri
$202K -$4.85K -16 -2%
PC
834
Pecaut & Co
Iowa
$202K +$197K +650 New
VA
835
VestGen Advisors
Illinois
$202K +$197K +649 New
PPC
836
Park Place Capital
Alabama
$194K -$6.97K -23 -4%
BCM
837
Blume Capital Management
California
$180K -$50K -165 -22%
VCM
838
Versant Capital Management
Arizona
$174K +$20.9K +69 +14%
CCA
839
Catalyst Capital Advisors
New York
$168K -$29.4K -97 -15%
CSP
840
Cary Street Partners
Virginia
$165K -$18.2K -60 -10%
MPWT
841
MassMutual Private Wealth & Trust
Connecticut
$163K +$20.6K +68 +15%
HDIM
842
Hanson & Doremus Investment Management
Vermont
$162K +$5.76K +19 +4%
LFG
843
Larson Financial Group
Missouri
$160K +$53.4K +176 +52%
SNB
844
Security National Bank
Nebraska
$156K – – –
IWA
845
Icon Wealth Advisors
Texas
$154K -$27.6K -91 -16%
AAP
846
Arax Advisory Partners
Colorado
$150K -$30.3K -100 -17%
NC
847
North Capital
Utah
$148K -$606 -2 -0.4%
HI
848
Harbour Investments
Wisconsin
$146K +$127K +418 +836%
CH
849
Cromwell Holdings
Wyoming
$145K +$4.85K +16 +4%
HIIFS
850
Harel Insurance Investments & Financial Services
Israel
$144K +$140K +463 New
32 33
34
35 36