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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
Diversify Wealth Management
676
Diversify Wealth Management
Utah
$331K +$2.93K +13 +0.9%
Global Retirement Partners
677
Global Retirement Partners
California
$330K +$81K +359 +32%
Walleye Trading
678
Walleye Trading
New York
$329K -$1.77M -7,851 -84%
Wealthspire Advisors (New York)
679
Wealthspire Advisors (New York)
New York
$328K +$277K +1,226 +507%
TPI
680
Trust Point Inc
Wisconsin
$328K +$39.7K +176 +14%
VSQM
681
V-Square Quantitative Management
Illinois
$325K +$328K +1,453 New
TSWM
682
Triangle Securities Wealth Management
North Carolina
$324K +$327K +1,450 New
Savant Capital
683
Savant Capital
Illinois
$323K -$49.2K -218 -13%
TWP
684
Tyche Wealth Partners
Texas
$323K +$326K +1,443 New
RCA
685
Resonant Capital Advisors
Wisconsin
$317K +$71.8K +318 +29%
Commerzbank Aktiengesellschaft
686
Commerzbank Aktiengesellschaft
Germany
$317K – – –
Prime Capital Investment Advisors
687
Prime Capital Investment Advisors
Kansas
$317K +$20.5K +91 +7%
RFG Advisory
688
RFG Advisory
Alabama
$310K -$119K -528 -28%
SMA
689
Sage Mountain Advisors
Georgia
$307K +$58.7K +260 +23%
CI
690
Cigna Investments
Connecticut
$304K – – –
BRWA
691
B. Riley Wealth Advisors
Florida
$303K +$305K +1,353 New
Clearstead Advisors
692
Clearstead Advisors
Ohio
$302K +$44.2K +196 +17%
WBC
693
Westpac Banking Corp
Australia
$299K – – –
RAM
694
Ramirez Asset Management
New York
$298K – – –
BSI
695
Bennett Selby Investments
Maine
$296K +$26K +115 +10%
RCAG
696
Rehmann Capital Advisory Group
Michigan
$295K -$903 -4 -0.3%
MSCM
697
McElhenny Sheffield Capital Management
Texas
$293K +$47.4K +210 +19%
Sowell Financial Services
698
Sowell Financial Services
Arkansas
$292K +$20.1K +89 +7%
NAS
699
Nicolet Advisory Services
Wisconsin
$291K -$19K -84 -6%
LA
700
Legacy Advisors
Pennsylvania
$290K +$10.8K +48 +4%