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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
826
Clearstead Trust
Maine
$58.6K +$11K +40 +21%
NS
827
NBC Securities
Alabama
$52.8K -$549 -2 -0.9%
KFA
828
Kelleher Financial Advisors
New York
$51.1K +$55.7K +203 New
CBT
829
Crews Bank & Trust
Florida
$50.3K – – –
GKIM
830
GW&K Investment Management
Massachusetts
$46K +$7.68K +28 +18%
HWM
831
HighMark Wealth Management
Minnesota
$45.8K – – –
CFD
832
Creative Financial Designs
Indiana
$45.8K -$7.96K -29 -14%
PTC
833
Private Trust Company
Ohio
$44.3K -$25.5K -93 -35%
AGWCA
834
Annis Gardner Whiting Capital Advisors
Florida
$44K -$19.2K -70 -29%
JSAM
835
J. Safra Asset Management
New York
$44K +$7.68K +28 +19%
BIA
836
Bell Investment Advisors
California
$43.5K +$549 +2 +1%
CPG
837
Cornerstone Planning Group
New Jersey
$43.2K +$1.1K +4 +4%
KPP
838
Kings Path Partners
Texas
$43K – – –
HWM
839
Hemington Wealth Management
Virginia
$43K -$7.41K -27 -13%
BGC
840
Beutel, Goodman & Co
Ontario, Canada
$43K – – –
WB
841
Webster Bank
Connecticut
$40.7K – – –
GWM
842
Geneos Wealth Management
Colorado
$40.5K -$28.8K -105 -39%
SIC
843
Salem Investment Counselors
North Carolina
$40.2K -$1.37K -5 -3%
TFIPS
844
Towarzystwo Funduszy Inwestycyjnych PZU SA
$40.2K – – –
HWA
845
Heritage Wealth Advisors
Virginia
$39.5K – – –
HPC
846
HM Payson & Co
Maine
$37.7K – – –
SL
847
Salomon & Ludwin
Virginia
$37.1K +$28.3K +103 +224%
PWA
848
Principia Wealth Advisory
Texas
$36K +$36.8K +134 +1,489%
FHC
849
First Horizon Corporation
Tennessee
$35.5K +$38.7K +141 New
CFO
850
CVA Family Office
Colorado
$33.2K -$5.76K -21 -14%
32 33
34
35 36