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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
AA
1076
Alta Advisers
United Kingdom
– -$236K -757 Closed
NCFG
1077
New Century Financial Group
New Jersey
– -$236K -757 Closed
PWPS
1078
Pinnacle Wealth Planning Services
Ohio
– -$235K -754 Closed
MWM
1079
Maridea Wealth Management
New York
– -$231K -743 Closed
CCA
1080
Childress Capital Advisors
Texas
– -$226K -725 Closed
UB
1081
Umpqua Bank
Oregon
– -$219K -725 Closed
OF
1082
Optimize Financial
California
– -$224K -720 Closed
OC
1083
Oppenheimer & Co
New York
– -$219K -703 Closed
BA
1084
Bristlecone Advisors
Washington
– -$218K -700 Closed
GCM
1085
GKV Capital Management
California
– -$218K -700 Closed
AWM
1086
Axxcess Wealth Management
California
– -$218K -699 Closed
CRI
1087
Colonial River Investments
Virginia
– -$212K -699 Closed
SAI
1088
Savvy Advisors Inc
New York
– -$218K -699 Closed
SCM
1089
SCS Capital Management
Massachusetts
– -$217K -696 Closed
CI
1090
Conning Inc
Connecticut
– -$216K -694 Closed
LA
1091
LVW Advisors
New York
– -$216K -694 Closed
PP
1092
PDS Planning
Ohio
– -$216K -692 Closed
HCMG
1093
Howard Capital Management Group
California
– -$214K -688 Closed
BRWA
1094
B. Riley Wealth Advisors
Florida
– -$211K -677 Closed
FIA
1095
Foundations Investment Advisors
Arizona
– -$209K -672 Closed
PCP
1096
Panoramic Capital Partners
Oregon
– -$204K -670 Closed
HSA
1097
HBK Sorce Advisory
Pennsylvania
– -$207K -666 Closed
BONST
1098
Bank of Nova Scotia Trust
Ontario, Canada
– -$206K -662 Closed
TIA
1099
Trust Investment Advisors
Indiana
– -$204K -654 Closed
AIM
1100
Acropolis Investment Management
Missouri
– -$202K -650 Closed