We are live on ! Find out more
VRSK icon

Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
VCP
651
Verus Capital Partners
Arizona
$7K +$6.96K +47 New
CFFP
652
Center for Financial Planning
Michigan
$6K +$5.63K +38 New
TI
653
tru Independence
Oregon
$6K +$5.63K +38 New
SWA
654
Sutton Wealth Advisors
Florida
$5.97K – – –
HIM
655
Hillsdale Investment Management
Ontario, Canada
$5K – – –
EWA
656
Evolution Wealth Advisors
Florida
$4K +$1.63K +11 +61%
WLPWM
657
Walled Lake Planning & Wealth Management
Illinois
$4K +$4.45K +30 New
DI
658
Disciplined Investments
Oklahoma
$3K +$2.67K +18 New
SQA
659
Simon Quick Advisors
New Jersey
$3K +$2.67K +18 New
MF
660
Manchester Financial
California
$3K +$2.96K +20 New
1832 Asset Management
661
1832 Asset Management
Ontario, Canada
$2K -$97.6M -658,664 -100%
Fidelity International
662
Fidelity International
Bermuda
$2K -$889 -6 -35%
FANJ
663
Financial Architects (New Jersey)
New Jersey
$2K – – –
PMFA
664
Plante Moran Financial Advisors
Michigan
$2K – – –
BAM
665
Bellevue Asset Management
Washington
$2K +$2.22K +15 New
WCM
666
Wealthcare Capital Management
Virginia
$2K +$2.22K +15 New
RWM
667
Raffa Wealth Management
District of Columbia
$1.94K – – –
FPFS
668
First Personal Financial Services
North Carolina
$1K -$67.1K -453 -98%
BWM
669
BerganKDV Wealth Management
Minnesota
$1K – – –
PWP
670
Personal Wealth Partners
Minnesota
$1K – – –
TCA
671
Tortoise Capital Advisors
Kansas
$1K – – –
LWM
672
Liberty Wealth Management
California
$1K +$1.33K +9 New
WT
673
Whittier Trust
California
$1K +$1.48K +10 New
GEA
674
Glen Eagle Advisors
New Jersey
$299 – – –
JCM
675
Junto Capital Management
New York
– -$28.6M -180,650 Closed