We are live on ! Find out more
VRSK icon

Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
EW
676
Evoke Wealth
California
$27K – – –
VCM
677
Vigilant Capital Management
Maine
$27K – – –
Acadian Asset Management
678
Acadian Asset Management
Massachusetts
$26K -$341K -1,861 -93%
AWA
679
Arkadios Wealth Advisors
Georgia
$26K +$183 +1 +0.7%
FF
680
FourThought Financial
Florida
$26K +$1.1K +6 +4%
PWMG
681
Prestige Wealth Management Group
New Jersey
$23K +$1.47K +8 +7%
CFD
682
Creative Financial Designs
Indiana
$23K +$23.4K +128 New
GLLW
683
Graves Light Lenhart Wealth
Virginia
$22K – – –
JCM
684
Jacobi Capital Management
Pennsylvania
$22K +$18.7K +102 +443%
VFA
685
Valeo Financial Advisors
Indiana
$20K -$8.24K -45 -29%
SIM
686
Sonora Investment Management
Arizona
$20K +$8.06K +44 +61%
CFO
687
CVA Family Office
Colorado
$20K +$21.1K +115 New
ATC
688
Adirondack Trust Company
New York
$19K – – –
TCOV
689
Trust Company of Vermont
Vermont
$19K – – –
AF
690
Advisornet Financial
Minnesota
$18K -$73.3K -400 -80%
HIIFS
691
Harel Insurance Investments & Financial Services
Israel
$18K -$45.2K -247 -89%
PWA
692
Phoenix Wealth Advisors
North Carolina
$18K – – –
WOC
693
West Oak Capital
California
$18K – – –
TFIPS
694
Towarzystwo Funduszy Inwestycyjnych PZU SA
$17.7K – – –
CCA
695
Catalyst Capital Advisors
New York
$17K -$3.48K -19 -17%
SLF
696
Sun Life Financial
Ontario, Canada
$17K – – –
TFS
697
TrustCore Financial Services
Tennessee
$16K – – –
RE
698
RBC Europe
United Kingdom
$15K – – –
FMII
699
Farmers & Merchants Investments Inc
Nebraska
$15K – – –
LC
700
Lindbrook Capital
California
$14K -$4.03K -22 -21%