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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
676
Prestige Wealth Management Group
New Jersey
$23K – – –
CFD
677
Creative Financial Designs
Indiana
$22K – – –
GLLW
678
Graves Light Lenhart Wealth
Virginia
$22K – – –
SIM
679
Sonora Investment Management
Arizona
$20K – – –
LWCFA
680
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20K +$20.4K +115 New
TCOV
681
Trust Company of Vermont
Vermont
$19K – – –
ATC
682
Adirondack Trust Company
New York
$18K – – –
PWA
683
Phoenix Wealth Advisors
North Carolina
$18K – – –
TFIPS
684
Towarzystwo Funduszy Inwestycyjnych PZU SA
$17.5K – – –
CFO
685
CVA Family Office
Colorado
$17K -$2.66K -15 -13%
WOC
686
West Oak Capital
California
$17K – – –
CCA
687
Catalyst Capital Advisors
New York
$17K +$709 +4 +4%
FMII
688
Farmers & Merchants Investments Inc
Nebraska
$15K – – –
RE
689
RBC Europe
United Kingdom
$14.9K – – –
CWC
690
Carolinas Wealth Consulting
North Carolina
$14K – – –
RFWA
691
RPg Family Wealth Advisory
Massachusetts
$13.8K +$14K +79 New
TFGT
692
TS Financial Group (TSFG)
Illinois
$13K – – –
SWA
693
SOA Wealth Advisors
New York
$13K +$5.14K +29 +58%
AIG
694
American International Group
New York
$13K -$1.17M -6,579 -8%
BWA
695
BDO Wealth Advisors
Florida
$12K -$2.66K -15 -19%
FFC
696
First Financial Corp
Indiana
$12K – – –
LWP
697
Lumature Wealth Partners
Georgia
$12K – – –
GWM
698
Geneos Wealth Management
Colorado
$11K -$38.8K -219 -77%
LC
699
Lindbrook Capital
California
$11K -$2.84K -16 -20%
TFO
700
Tarbox Family Office
California
$11K -$532 -3 -4%
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