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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
626
NovaPoint Capital
Georgia
$200K +$194K +1,000 New
APP
627
Alpha Paradigm Partners
Illinois
$194K -$106K -549 -36%
BCM
628
Blume Capital Management
California
$194K +$35.5K +183 +23%
WTC
629
WhitTier Trust Company
Nevada
$181K +$53.1K +274 +43%
AWA
630
Arkadios Wealth Advisors
Georgia
$175K +$24K +124 +17%
MFM
631
MD Financial Management
Ontario, Canada
$172K +$34.7K +179 +26%
FHA
632
First Horizon Advisors
Tennessee
$159K +$69.4K +358 +81%
SPIA
633
Steward Partners Investment Advisory
New York
$152K -$8.52K -44 -5%
CAM
634
CenterStar Asset Management
Illinois
$146K – – –
ST
635
Smithfield Trust
Pennsylvania
$138K – – –
CA
636
Clearstead Advisors
Ohio
$130K -$1.55K -8 -1%
AIM
637
Acropolis Investment Management
Missouri
$128K – – –
BCA
638
Berman Capital Advisors
Georgia
$124K +$20.5K +106 +20%
NR
639
Newfound Research
Massachusetts
$122K +$25.6K +132 +28%
CI
640
CX Institutional
Indiana
$117K +$6.59K +34 +6%
PCM
641
Penserra Capital Management
California
$116K +$11.2K +58 +11%
HIA
642
Harbor Investment Advisory
Maryland
$113K – – –
IPW
643
IronBridge Private Wealth
Texas
$113K – – –
T
644
TOBAM
France
$86K – – –
PPWM
645
PFG Private Wealth Management
Florida
$84K +$80.8K +417 New
NIM
646
NuWave Investment Management
New Jersey
$80K -$643K -3,321 -89%
TCWM
647
Total Clarity Wealth Management
Illinois
$80K +$77.5K +400 New
CTC
648
Central Trust Company
Missouri
$74K -$969 -5 -1%
TFM
649
TFC Financial Management
Massachusetts
$73K – – –
AP
650
Arlington Partners
Alabama
$73K +$70.7K +365 New
24 25
26
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