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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
651
Center for Financial Planning
Michigan
$6K +$5.63K +38 New
TI
652
tru Independence
Oregon
$6K +$5.63K +38 New
SWA
653
Sutton Wealth Advisors
Florida
$5.97K
HIM
654
Hillsdale Investment Management
Ontario, Canada
$5K
EWA
655
Evolution Wealth Advisors
Florida
$4K +$1.63K +11 +61%
WLPWM
656
Walled Lake Planning & Wealth Management
Illinois
$4K +$4.45K +30 New
DI
657
Disciplined Investments
Oklahoma
$3K +$2.67K +18 New
SQA
658
Simon Quick Advisors
New Jersey
$3K +$2.67K +18 New
MF
659
Manchester Financial
California
$3K +$2.96K +20 New
1832 Asset Management
660
1832 Asset Management
Ontario, Canada
$2K -$97.6M -658,664 -100%
Fidelity International
661
Fidelity International
Bermuda
$2K -$889 -6 -35%
FANJ
662
Financial Architects (New Jersey)
New Jersey
$2K
PMFA
663
Plante Moran Financial Advisors
Michigan
$2K
BAM
664
Bellevue Asset Management
Washington
$2K +$2.22K +15 New
WCM
665
Wealthcare Capital Management
Virginia
$2K +$2.22K +15 New
RWM
666
Raffa Wealth Management
District of Columbia
$1.94K
FPFS
667
First Personal Financial Services
North Carolina
$1K -$67.1K -453 -98%
BWM
668
BerganKDV Wealth Management
Minnesota
$1K
PWP
669
Personal Wealth Partners
Minnesota
$1K
TCA
670
Tortoise Capital Advisors
Kansas
$1K
LWM
671
Liberty Wealth Management
California
$1K +$1.33K +9 New
WT
672
Whittier Trust
California
$1K +$1.48K +10 New
GEA
673
Glen Eagle Advisors
New Jersey
$299
PGAM
674
Princeton Global Asset Management
New Jersey
$9 +$9.33K +63 New
JCM
675
Junto Capital Management
New York
-$28.6M -180,650 Closed