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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
FMP
676
Financial Management Professionals
Texas
$21K +$1.68K +9 +8%
BC
677
Bartlett & Co
Ohio
$21K +$5.59K +30 +33%
HI
678
Harbour Investments
Wisconsin
$21K +$22.2K +119 New
BCWM
679
Bartlett & Co Wealth Management
Ohio
$20.8K +$5.59K +30 +33%
FF
680
FourThought Financial
Florida
$20K
FPS
681
Fieldpoint Private Securities
Connecticut
$20K +$5.22K +28 +33%
SBL
682
Sargent Bickham Lagudis
Colorado
$19K -$35.6K -191 -64%
ATC
683
Adirondack Trust Company
New York
$18K
WTA
684
Washington Trust Advisors
Massachusetts
$16K -$1.86K -10 -10%
C
685
Covestor
United Kingdom
$15K -$16.6K -89 -51%
CFO
686
CVA Family Office
Colorado
$15K -$3.73K -20 -19%
FMII
687
Farmers & Merchants Investments Inc
Nebraska
$15K
TFS
688
TrustCore Financial Services
Tennessee
$15K
PI
689
PineBridge Investments
New York
$14K -$1.17M -6,291 -99%
MPWT
690
MassMutual Private Wealth & Trust
Connecticut
$14K +$932 +5 +6%
FCA
691
FinTrust Capital Advisors
South Carolina
$14K +$13.8K +74 New
TFGT
692
TS Financial Group (TSFG)
Illinois
$13K
PMFA
693
Plante Moran Financial Advisors
Michigan
$12K +$746 +4 +6%
BWA
694
BDO Wealth Advisors
Florida
$11K
EARNEST Partners
695
EARNEST Partners
Georgia
$11K
TVWM
696
Tower View Wealth Management
Wisconsin
$11K
GEA
697
Glen Eagle Advisors
New Jersey
$10.6K
SWA
698
Sutton Wealth Advisors
Florida
$10.6K +$186 +1 +2%
MCM
699
MV Capital Management
Maryland
$10K -$746 -4 -7%
GRP
700
Global Retirement Partners
California
$10K -$373 -2 -3%