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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
676
Prestige Wealth Management Group
New Jersey
$21K -$2.42K -13 -9%
FMP
677
Financial Management Professionals
Texas
$21K +$1.68K +9 +8%
BC
678
Bartlett & Co
Ohio
$21K +$5.59K +30 +33%
HI
679
Harbour Investments
Wisconsin
$21K +$22.2K +119 New
BCWM
680
Bartlett & Co Wealth Management
Ohio
$20.8K +$5.59K +30 +33%
FF
681
FourThought Financial
Florida
$20K – – –
FPS
682
Fieldpoint Private Securities
Connecticut
$20K +$5.22K +28 +33%
SBL
683
Sargent Bickham Lagudis
Colorado
$19K -$35.6K -191 -64%
ATC
684
Adirondack Trust Company
New York
$18K – – –
WTA
685
Washington Trust Advisors
Massachusetts
$16K -$1.86K -10 -10%
C
686
Covestor
United Kingdom
$15K -$16.6K -89 -51%
CFO
687
CVA Family Office
Colorado
$15K -$3.73K -20 -19%
FMII
688
Farmers & Merchants Investments Inc
Nebraska
$15K – – –
TFS
689
TrustCore Financial Services
Tennessee
$15K – – –
PI
690
PineBridge Investments
New York
$14K -$1.17M -6,291 -99%
MPWT
691
MassMutual Private Wealth & Trust
Connecticut
$14K +$932 +5 +6%
FCA
692
FinTrust Capital Advisors
South Carolina
$14K +$13.8K +74 New
TFGT
693
TS Financial Group (TSFG)
Illinois
$13K – – –
PMFA
694
Plante Moran Financial Advisors
Michigan
$12K +$746 +4 +6%
BWA
695
BDO Wealth Advisors
Florida
$11K – – –
EARNEST Partners
696
EARNEST Partners
Georgia
$11K – – –
TVWM
697
Tower View Wealth Management
Wisconsin
$11K – – –
GEA
698
Glen Eagle Advisors
New Jersey
$10.6K – – –
SWA
699
Sutton Wealth Advisors
Florida
$10.6K +$186 +1 +2%
MCM
700
MV Capital Management
Maryland
$10K -$746 -4 -7%