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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
601
Arkadios Wealth Advisors
Georgia
$111K +$92.4K +585 +1,194%
FHA
602
First Horizon Advisors
Tennessee
$109K +$9.8K +62 +11%
AIM
603
Acropolis Investment Management
Missouri
$109K +$101K +641 New
AF
604
Advisornet Financial
Minnesota
$102K +$79K +500 +500%
CIA
605
CSat Investment Advisory
Michigan
$99K +$10.1K +64 +12%
CTC
606
Central Trust Company
Missouri
$95K -$98.8K -625 -53%
HIA
607
Harbor Investment Advisory
Maryland
$92K – – –
Carson Wealth (CWM LLC)
608
Carson Wealth (CWM LLC)
Nebraska
$89K – – –
IA
609
IndexIQ Advisors
New York
$81K +$66.5K +421 +752%
WTC
610
WhitTier Trust Company
Nevada
$78K +$8.53K +54 +13%
LWM
611
Lenox Wealth Management
Ohio
$77K -$948 -6 -1%
FHA
612
Flagship Harbor Advisors
Massachusetts
$77K +$46K +291 +181%
ST
613
Smithfield Trust
Pennsylvania
$75K – – –
HPC
614
HM Payson & Co
Maine
$65K -$6.95K -44 -10%
CA
615
Clearstead Advisors
Ohio
$62K – – –
TF
616
Tompkins Financial
New York
$59K -$18.5K -117 -25%
KPW
617
Kore Private Wealth
New York
$55K +$6.16K +39 +14%
EP
618
Eudaimonia Partners
Tennessee
$55K +$50.9K +322 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
619
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$55K +$51.2K +324 New
SC
620
Solstein Capital
California
$54K – – –
AssetMark Inc
621
AssetMark Inc
California
$53K -$900K -5,698 -95%
ETC
622
Exchange Traded Concepts
Oklahoma
$53K +$49.1K +311 New
TC
623
Truvestments Capital
Florida
$52K – – –
SBL
624
Sargent Bickham Lagudis
Colorado
$51K – – –
RWA
625
Ropes Wealth Advisors
Massachusetts
$44K – – –