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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
EH
1051
Equitable Holdings
New York
– -$258K -1,155 Closed
NWAG
1052
Net Worth Advisory Group
Utah
– -$257K -1,151 Closed
EFS
1053
Essex Financial Services
Connecticut
– -$253K -1,129 Closed
AA
1054
Apriem Advisors
California
– -$249K -1,112 Closed
SC
1055
SummitTX Capital
Texas
– -$246K -1,101 Closed
BC
1056
Burney Company
Virginia
– -$246K -1,098 Closed
LA
1057
LVW Advisors
New York
– -$245K -1,094 Closed
TCM
1058
Tandem Capital Management
New Jersey
– -$240K -1,074 Closed
PWMAG
1059
Pinnacle Wealth Management Advisory Group
New Jersey
– -$238K -1,062 Closed
HCP
1060
Holt Capital Partners
Texas
– -$235K -1,050 Closed
GWA
1061
Gratus Wealth Advisors
Virginia
– -$234K -1,044 Closed
FLPIM
1062
F.L. Putnam Investment Management
Massachusetts
– -$232K -1,037 Closed
PFM
1063
Patton Fund Management
Texas
– -$231K -1,034 Closed
RT
1064
Rockland Trust
Massachusetts
– -$231K -1,031 Closed
MOS
1065
MGO One Seven
Ohio
– -$227K -1,014 Closed
GLA
1066
Great Lakes Advisors
Illinois
– -$226K -1,012 Closed
ET
1067
Equitable Trust
Tennessee
– -$225K -1,006 Closed
JTWM
1068
Jackson Thornton Wealth Management
Alabama
– -$222K -1,004 Closed
LCS
1069
Levin Capital Strategies
New York
– -$224K -1,000 Closed
OGC
1070
One68 Global Capital
New York
– -$224K -1,000 Closed
BWP
1071
BSW Wealth Partners
Colorado
– -$222K -993 Closed
QI
1072
Qtron Investments
Massachusetts
– -$222K -993 Closed
PCP
1073
Proficio Capital Partners
Massachusetts
– -$221K -986 Closed
VFA
1074
Valeo Financial Advisors
Indiana
– -$219K -977 Closed
GVAG
1075
Great Valley Advisor Group
Delaware
– -$217K -968 Closed
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43
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