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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
601
Main Street Financial Solutions
Pennsylvania
$418K -$179K -880 -29%
SCA
602
Snowden Capital Advisors
New York
$417K -$91.7K -452 -17%
NG
603
NWK Group
California
$411K – – –
WG
604
Watchman Group
Texas
$409K – – –
AF
605
Allworth Financial
California
$406K -$53.8K -265 -11%
TPCW
606
TD Private Client Wealth
New York
$405K -$578K -2,847 -57%
AI
607
AdvisorShares Investments
Maryland
$401K – – –
AG
608
Ascent Group
Virginia
$396K -$104K -511 -20%
ECM
609
Evergreen Capital Management
Washington
$395K -$645K -3,177 -60%
PWG
610
Portside Wealth Group
Utah
$392K +$1.22K +6 +0.3%
IC
611
Inscription Capital
Texas
$389K +$416K +2,050 New
WFS
612
Walker Financial Services
Kentucky
$385K +$1.22K +6 +0.3%
SFI
613
Siemens Fonds Invest
Germany
$373K – – –
KCP
614
Kera Capital Partners
California
$373K +$399K +1,965 New
WIA
615
World Investment Advisors
California
$370K -$173K -851 -30%
ASN
616
Advisory Services Network
Georgia
$367K +$4.06K +20 +1%
TVPW
617
Third View Private Wealth
Connecticut
$362K +$81.8K +403 +27%
HKIMG
618
Hutchens & Kramer Investment Management Group
Indiana
$362K +$203K +1,000 +110%
CC
619
Chicago Capital
Illinois
$360K – – –
JSSH
620
J. Safra Sarasin Holding
$357K -$24.2K -119 -6%
VFA
621
Voya Financial Advisors
Connecticut
$351K -$29.2K -144 -7%
CPIG
622
Chicago Partners Investment Group
Illinois
$348K +$1.22K +6 +0.3%
IAA
623
Independent Advisor Alliance
North Carolina
$346K -$328K -1,615 -47%
BEC
624
Blue Edge Capital
Virginia
$343K -$2.44K -12 -0.7%
MWM
625
Maridea Wealth Management
New York
$343K -$87.9K -433 -19%
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