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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
676
Ropes Wealth Advisors
Massachusetts
$54K – – –
AAM
677
Advisors Asset Management
Colorado
$54K +$50.4K +259 New
PCG
678
Private Capital Group
Connecticut
$52K +$1.36K +7 +3%
TWA
679
TCI Wealth Advisors
Arizona
$49K +$1.36K +7 +3%
CTFG
680
Capstone Triton Financial Group
Oklahoma
$47K +$44.1K +227 New
NFSG
681
Newbridge Financial Services Group
Florida
$45K -$24.5K -126 -37%
SFSIG
682
San Francisco Sentry Investment Group
California
$43K -$389 -2 -1%
BCA
683
Berman Capital Advisors
Georgia
$43K +$1.36K +7 +3%
PWM
684
Perigon Wealth Management
California
$43K +$39.9K +205 New
M
685
Mirova
France
$42K +$19.8K +102 +101%
HGWM
686
Harvest Group Wealth Management
Massachusetts
$40K – – –
IAIM
687
International Assets Investment Management
Florida
$40K +$3.9M +20,084 New
KCM
688
Kathmere Capital Management
Pennsylvania
$39K – – –
FFA
689
Freedman Financial Associates
Massachusetts
$39K +$36.4K +187 New
APP
690
Alpha Paradigm Partners
Illinois
$39K +$36.7K +189 New
SL
691
Savior LLC
Massachusetts
$38K – – –
CDIA
692
Capital Directions Investment Advisors
Georgia
$35K – – –
RFA
693
Reilly Financial Advisors
California
$34K – – –
WB
694
Webster Bank
Connecticut
$34K – – –
RPWA
695
Regent Peak Wealth Advisors
Georgia
$34K +$31.9K +164 New
VCG
696
Vantage Consulting Group
Virginia
$34K +$31.9K +164 New
AA
697
Ancora Advisors
Ohio
$32K – – –
VFA
698
Valeo Financial Advisors
Indiana
$32K +$10.9K +56 +56%
AWA
699
Arkadios Wealth Advisors
Georgia
$31K -$86.3K -444 -75%
VCM
700
Vigilant Capital Management
Maine
$31K – – –
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