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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
GWS
676
Glassman Wealth Services
Virginia
$58K +$7.39K +38 +16%
CAAS
677
Capital Asset Advisory Services
Michigan
$58K +$54.2K +279 New
CFA
678
Carroll Financial Associates
North Carolina
$54K -$778 -4 -1%
RWA
679
Ropes Wealth Advisors
Massachusetts
$54K – – –
Advisors Asset Management
680
Advisors Asset Management
Colorado
$54K +$50.4K +259 New
PCG
681
Private Capital Group
Connecticut
$52K +$1.36K +7 +3%
TCI Wealth Advisors
682
TCI Wealth Advisors
Arizona
$49K +$1.36K +7 +3%
CTFG
683
Capstone Triton Financial Group
Oklahoma
$47K +$44.1K +227 New
NFSG
684
Newbridge Financial Services Group
Florida
$45K -$24.5K -126 -37%
SFSIG
685
San Francisco Sentry Investment Group
California
$43K -$389 -2 -1%
BCA
686
Berman Capital Advisors
Georgia
$43K +$1.36K +7 +3%
Perigon Wealth Management
687
Perigon Wealth Management
California
$43K +$39.9K +205 New
M
688
Mirova
France
$42K +$19.8K +102 +101%
HGWM
689
Harvest Group Wealth Management
Massachusetts
$40K – – –
IAIM
690
International Assets Investment Management
Florida
$40K +$3.9M +20,084 New
KCM
691
Kathmere Capital Management
Pennsylvania
$39K – – –
FFA
692
Freedman Financial Associates
Massachusetts
$39K +$36.4K +187 New
APP
693
Alpha Paradigm Partners
Illinois
$39K +$36.7K +189 New
SL
694
Savior LLC
Massachusetts
$38K – – –
CDIA
695
Capital Directions Investment Advisors
Georgia
$35K – – –
RFA
696
Reilly Financial Advisors
California
$34K – – –
WB
697
Webster Bank
Connecticut
$34K – – –
RPWA
698
Regent Peak Wealth Advisors
Georgia
$34K +$31.9K +164 New
VCG
699
Vantage Consulting Group
Virginia
$34K +$31.9K +164 New
Ancora Advisors
700
Ancora Advisors
Ohio
$32K – – –