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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
626
Chicago Capital
Illinois
$340K – – –
MWM
627
Modern Wealth Management
Kansas
$331K +$324K +1,841 New
GRP
628
Global Retirement Partners
California
$326K +$319K +1,814 New
ASN
629
Advisory Services Network
Georgia
$325K -$21.7K -123 -6%
BEC
630
Blue Edge Capital
Virginia
$325K – – –
AWA
631
Arkadios Wealth Advisors
Georgia
$323K +$316K +1,797 New
LIP
632
Lighthouse Investment Partners
Florida
$318K +$312K +1,774 New
GHA
633
GW Henssler & Associates
Georgia
$316K -$5.2M -29,508 -94%
FFP
634
FourThought Financial Partners
Florida
$315K +$93.9K +533 +44%
SAM
635
Sagewood Asset Management
New York
$315K -$150K -852 -33%
AWM
636
Able Wealth Management
New Jersey
$311K +$326K +1,853 New
COI
637
Connable Office Inc
Michigan
$305K – – –
KFA
638
Kelleher Financial Advisors
New York
$303K +$261K +1,484 +731%
SWM
639
Stronghold Wealth Management
Florida
$302K +$75K +426 +34%
ECA
640
Elevated Capital Advisors
Utah
$301K -$151K -858 -34%
SSWM
641
Strait & Sound Wealth Management
California
$296K – – –
SPA
642
Shore Point Advisors
New Jersey
$296K – – –
AFG
643
Atomi Financial Group
New York
$296K +$91.4K +519 +46%
FT
644
Fiduciary Trust
Massachusetts
$295K +$46.1K +262 +19%
EWA
645
EverSource Wealth Advisors
Alabama
$294K +$70.6K +401 +32%
MYIA
646
Mount Yale Investment Advisors
Colorado
$294K +$56.2K +319 +24%
PCP
647
Proficio Capital Partners
Massachusetts
$292K +$287K +1,629 New
HKIMG
648
Hutchens & Kramer Investment Management Group
Indiana
$290K -$51.1K -290 -15%
SAM
649
Smartleaf Asset Management
Massachusetts
$290K – – –
DWT
650
Dorsey & Whitney Trust
South Dakota
$289K +$283K +1,607 New
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