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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
701
Sutton Wealth Advisors
Florida
$8.89K
GRP
702
Global Retirement Partners
California
$8K
VCM
703
Versant Capital Management
Arizona
$8K
FCH
704
Freestone Capital Holdings
Washington
$7.97K +$7.87K +43 New
CFFP
705
Center for Financial Planning
Michigan
$7K
ZB
706
Zions Bancorporation
Utah
$7K
BWA
707
BDO Wealth Advisors
Florida
$7K +$6.59K +36 New
AS
708
Altshuler Shaham
Israel
$7K +$7.14K +39 New
PW
709
Price Wealth
Texas
$6K
LWA
710
Lenox Wealth Advisors
New York
$6K +$6.22K +34 New
FMP
711
Financial Management Professionals
Texas
$5K
RWM
712
Raffa Wealth Management
District of Columbia
$4.08K +$732 +4 +22%
ME
713
McIlrath & Eck
Washington
$4K
JCM
714
Jacobi Capital Management
Pennsylvania
$4K +$2.01K +11 +122%
LAS
715
Lloyd Advisory Services
Georgia
$4K +$3.66K +20 New
Millennium Management
716
Millennium Management
New York
$3.4K -$18.3M -99,757 -84%
EWA
717
Evolution Wealth Advisors
Florida
$3K
ACM
718
AUA Capital Management
Pennsylvania
$3K +$2.75K +15 New
JWM
719
Janiczek Wealth Management
Colorado
$3K +$2.93K +16 New
BAM
720
Bellevue Asset Management
Washington
$2K -$183 -1 -10%
EW
721
Evoke Wealth
California
$2K
LWM
722
Liberty Wealth Management
California
$2K +$2.2K +12 New
Koshinski Asset Management
723
Koshinski Asset Management
Illinois
$1.18K -$143K -783 -11%
AWM
724
Avior Wealth Management
Nebraska
$1K
BWM
725
BerganKDV Wealth Management
Minnesota
$1K