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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
Geneos Wealth Management
701
Geneos Wealth Management
Colorado
$10K +$549 +3 +6%
HCP
702
Hexagon Capital Partners
Arkansas
$10K +$11K +60 New
KFS
703
Kelly Financial Services
Massachusetts
$9.38K – – –
SWA
704
Sutton Wealth Advisors
Florida
$8.89K – – –
FCA
705
FinTrust Capital Advisors
South Carolina
$8K – – –
Global Retirement Partners
706
Global Retirement Partners
California
$8K – – –
VCM
707
Versant Capital Management
Arizona
$8K – – –
Freestone Capital Holdings
708
Freestone Capital Holdings
Washington
$7.97K +$7.87K +43 New
CFFP
709
Center for Financial Planning
Michigan
$7K – – –
ZB
710
Zions Bancorporation
Utah
$7K – – –
BWA
711
BDO Wealth Advisors
Florida
$7K +$6.59K +36 New
Altshuler Shaham
712
Altshuler Shaham
Israel
$7K +$7.14K +39 New
PW
713
Price Wealth
Texas
$6K – – –
LWA
714
Lenox Wealth Advisors
New York
$6K +$6.22K +34 New
FMP
715
Financial Management Professionals
Texas
$5K – – –
RWM
716
Raffa Wealth Management
District of Columbia
$4.08K +$732 +4 +22%
ME
717
McIlrath & Eck
Washington
$4K – – –
JCM
718
Jacobi Capital Management
Pennsylvania
$4K +$2.01K +11 +122%
LAS
719
Lloyd Advisory Services
Georgia
$4K +$3.66K +20 New
EWA
720
Evolution Wealth Advisors
Florida
$3K – – –
ACM
721
AUA Capital Management
Pennsylvania
$3K +$2.75K +15 New
JWM
722
Janiczek Wealth Management
Colorado
$3K +$2.93K +16 New
BAM
723
Bellevue Asset Management
Washington
$2K -$183 -1 -10%
EW
724
Evoke Wealth
California
$2K – – –
LWM
725
Liberty Wealth Management
California
$2K +$2.2K +12 New