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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
676
Rational Advisors
New York
$6K -$274K -1,731 -98%
NIM
677
NuWave Investment Management
New Jersey
$6K -$146K -921 -96%
BL
678
Balentine LLC
Georgia
$6K -$53.3K -337 -90%
CFFP
679
Center for Financial Planning
Michigan
$6K -$3.95K -25 -40%
ZB
680
Zions Bancorporation
Utah
$6K – – –
PW
681
Price Wealth
Texas
$6K +$5.21K +33 New
PWP
682
Principle Wealth Partners
Connecticut
$5K +$4.74K +30 New
ME
683
McIlrath & Eck
Washington
$4K -$790 -5 -19%
EWP
684
Engrave Wealth Partners
Texas
$4K -$632 -4 -12%
FMP
685
Financial Management Professionals
Texas
$4K +$4.11K +26 New
RWM
686
Raffa Wealth Management
District of Columbia
$3.06K – – –
EWA
687
Evolution Wealth Advisors
Florida
$3K +$2.84K +18 New
FWM
688
FSA Wealth Management
Massachusetts
$3K +$2.84K +18 New
MPWT
689
MassMutual Private Wealth & Trust
Connecticut
$3K +$2.84K +18 New
MIFH
690
Migdal Insurance & Financial Holdings
Israel
$2K -$3.79K -24 -65%
EW
691
Evoke Wealth
California
$2K -$474 -3 -21%
BAM
692
Bellevue Asset Management
Washington
$2K – – –
SQA
693
Simon Quick Advisors
New Jersey
$2K – – –
SCA
694
Stonebridge Capital Advisors
Minnesota
$2K – – –
JCM
695
Jacobi Capital Management
Pennsylvania
$2K +$1.42K +9 New
SIC
696
Salem Investment Counselors
North Carolina
$2K +$1.42K +9 New
WAMC
697
Western Asset Management Company
California
$2K +$1.74K +11 New
BWM
698
BerganKDV Wealth Management
Minnesota
$1K -$316 -2 -20%
AWM
699
Avior Wealth Management
Nebraska
$1K – – –
EFSCE
700
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
26 27
28
29 30