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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
851
Albion Financial Group
Utah
$140K – – –
KFI
852
Key Financial Inc
Pennsylvania
$139K – – –
MSE
853
MUFG Securities EMEA
United Kingdom
$130K +$126K +416 New
SIM
854
Sentry Investment Management
Wisconsin
$125K – – –
SOW
855
State of Wyoming
Wyoming
$125K +$51.8K +171 +75%
TFM
856
TFC Financial Management
Massachusetts
$119K – – –
EPAM
857
Evelyn Partners Asset Management
$119K – – –
OL
858
OneFund LLC
Florida
$117K +$114K +375 New
MA
859
Montag & Associates
Georgia
$112K – – –
CSPIA
860
Cary Street Partners Investment Advisory
Virginia
$107K +$7.58K +25 +8%
NB
861
NBT Bank
New York
$106K +$10.6K +35 +11%
IA
862
IFP Advisors
Florida
$104K -$12.4K -41 -12%
TC
863
Truvestments Capital
Florida
$104K – – –
BOTPPF
864
Board of the Pension Protection Fund
United Kingdom
$93.5K -$182K -600 -67%
OIAM
865
OFI Invest Asset Management
France
$92.3K -$740K -2,440 -88%
NEWAS
866
N.E.W. Advisory Services
Wisconsin
$90.3K – – –
AA
867
Ancora Advisors
Ohio
$84.5K – – –
PTC
868
Private Trust Company
Ohio
$83.8K -$36.4K -120 -31%
GWM
869
Geneos Wealth Management
Colorado
$82.9K -$36.7K -121 -31%
BDL
870
Banque de Luxembourg
Luxembourg
$79.5K – – –
CYG
871
Clean Yield Group
Vermont
$77.9K – – –
PMFA
872
Plante Moran Financial Advisors
Michigan
$77.9K – – –
AGWCA
873
Annis Gardner Whiting Capital Advisors
Florida
$76.3K +$44K +145 +145%
OWA
874
Opal Wealth Advisors
New York
$75.4K -$94.6K -312 -56%
NS
875
NBC Securities
Alabama
$66K +$2.73K +9 +4%
33 34
35
36 37