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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
676
Hengehold Capital Management
Ohio
$333K +$45.4K +201 +16%
DWM
677
Diversify Wealth Management
Utah
$331K +$2.93K +13 +0.9%
GRP
678
Global Retirement Partners
California
$330K +$81K +359 +32%
Walleye Trading
679
Walleye Trading
New York
$329K -$1.77M -7,851 -84%
WANY
680
Wealthspire Advisors (New York)
New York
$328K +$277K +1,226 +507%
TPI
681
Trust Point Inc
Wisconsin
$328K +$39.7K +176 +14%
VSQM
682
V-Square Quantitative Management
Illinois
$325K +$328K +1,453 New
TSWM
683
Triangle Securities Wealth Management
North Carolina
$324K +$327K +1,450 New
SC
684
Savant Capital
Illinois
$323K -$49.2K -218 -13%
TWP
685
Tyche Wealth Partners
Texas
$323K +$326K +1,443 New
RCA
686
Resonant Capital Advisors
Wisconsin
$317K +$71.8K +318 +29%
CA
687
Commerzbank Aktiengesellschaft
Germany
$317K
PCIA
688
Prime Capital Investment Advisors
Kansas
$317K +$20.5K +91 +7%
RA
689
RFG Advisory
Alabama
$310K -$119K -528 -28%
SMA
690
Sage Mountain Advisors
Georgia
$307K +$58.7K +260 +23%
CI
691
Cigna Investments
Connecticut
$304K
BRWA
692
B. Riley Wealth Advisors
Florida
$303K +$305K +1,353 New
CA
693
Clearstead Advisors
Ohio
$302K +$44.2K +196 +17%
WBC
694
Westpac Banking Corp
Australia
$299K
RAM
695
Ramirez Asset Management
New York
$298K
BSI
696
Bennett Selby Investments
Maine
$296K +$26K +115 +10%
RCAG
697
Rehmann Capital Advisory Group
Michigan
$295K -$903 -4 -0.3%
MSCM
698
McElhenny Sheffield Capital Management
Texas
$293K +$47.4K +210 +19%
SFS
699
Sowell Financial Services
Arkansas
$292K +$20.1K +89 +7%
NAS
700
Nicolet Advisory Services
Wisconsin
$291K -$19K -84 -6%