We are live on ! Find out more
VRSK icon

Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
676
Prestige Wealth Management Group
New Jersey
$23K +$1.47K +8 +7%
CFD
677
Creative Financial Designs
Indiana
$23K +$23.4K +128 New
GLLW
678
Graves Light Lenhart Wealth
Virginia
$22K – – –
JCM
679
Jacobi Capital Management
Pennsylvania
$22K +$18.7K +102 +443%
VFA
680
Valeo Financial Advisors
Indiana
$20K -$8.24K -45 -29%
SIM
681
Sonora Investment Management
Arizona
$20K +$8.06K +44 +61%
CFO
682
CVA Family Office
Colorado
$20K +$21.1K +115 New
ATC
683
Adirondack Trust Company
New York
$19K – – –
TCOV
684
Trust Company of Vermont
Vermont
$19K – – –
AF
685
Advisornet Financial
Minnesota
$18K -$73.3K -400 -80%
HIIFS
686
Harel Insurance Investments & Financial Services
Israel
$18K -$45.2K -247 -89%
PWA
687
Phoenix Wealth Advisors
North Carolina
$18K – – –
WOC
688
West Oak Capital
California
$18K – – –
TFIPS
689
Towarzystwo Funduszy Inwestycyjnych PZU SA
$17.7K – – –
CCA
690
Catalyst Capital Advisors
New York
$17K -$3.48K -19 -17%
SLF
691
Sun Life Financial
Ontario, Canada
$17K – – –
TFS
692
TrustCore Financial Services
Tennessee
$16K – – –
RE
693
RBC Europe
United Kingdom
$15K – – –
FMII
694
Farmers & Merchants Investments Inc
Nebraska
$15K – – –
AIG
695
American International Group
New York
$14.3K -$418K -2,283 -3%
LC
696
Lindbrook Capital
California
$14K -$4.03K -22 -21%
CWC
697
Carolinas Wealth Consulting
North Carolina
$14K +$2.93K +16 +25%
BWA
698
BDO Wealth Advisors
Florida
$14K +$8.24K +45 +125%
MWP
699
Meridian Wealth Partners
Pennsylvania
$14K +$14.7K +80 New
TFGT
700
TS Financial Group (TSFG)
Illinois
$13K +$5.49K +30 +71%
26 27
28
29 30