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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
701
Evoke Wealth
California
$31K +$27.2K +140 +1,273%
FF
702
FourThought Financial
Florida
$30K +$28.2K +145 New
PCA
703
Peddock Capital Advisors
Massachusetts
$29K +$27.2K +140 New
FPS
704
Fieldpoint Private Securities
Connecticut
$29K +$27.4K +141 New
RFWA
705
RPg Family Wealth Advisory
Massachusetts
$26.2K – – –
GLLW
706
Graves Light Lenhart Wealth
Virginia
$26K +$24.7K +127 New
ICP
707
Interchange Capital Partners
Pennsylvania
$26K +$25.3K +130 New
PWMG
708
Prestige Wealth Management Group
New Jersey
$25K -$2.53K -13 -10%
CCA
709
Catalyst Capital Advisors
New York
$24K +$22.4K +115 New
TCOV
710
Trust Company of Vermont
Vermont
$23K – – –
SWM
711
Sugarloaf Wealth Management
Georgia
$21K – – –
WOC
712
West Oak Capital
California
$21K – – –
LC
713
Lindbrook Capital
California
$21K +$7.97K +41 +66%
FGAM
714
Financial Gravity Asset Management
Texas
$21K +$18.9K +97 New
PWA
715
Phoenix Wealth Advisors
North Carolina
$21K +$19.4K +100 New
TFIPS
716
Towarzystwo Funduszy Inwestycyjnych PZU SA
$20.8K +$19.4K +100 New
CIA
717
CSat Investment Advisory
Michigan
$20K -$101K -522 -85%
SLF
718
Sun Life Financial
Ontario, Canada
$20K – – –
WEC
719
Winslow Evans & Crocker
Massachusetts
$20K – – –
TSW
720
Thompson Siegel & Walmsley
Virginia
$19K – – –
MA
721
MUFG Americas
New York
$19K +$17.5K +90 New
ATC
722
Adirondack Trust Company
New York
$19K +$20.4K +105 New
FMII
723
Farmers & Merchants Investments Inc
Nebraska
$18K – – –
AF
724
Allworth Financial
California
$18K +$3.5K +18 +27%
TFS
725
TrustCore Financial Services
Tennessee
$18K +$17.1K +88 New
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