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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
Valeo Financial Advisors
701
Valeo Financial Advisors
Indiana
$32K +$10.9K +56 +56%
Arkadios Wealth Advisors
702
Arkadios Wealth Advisors
Georgia
$31K -$86.3K -444 -75%
VCM
703
Vigilant Capital Management
Maine
$31K – – –
EW
704
Evoke Wealth
California
$31K +$27.2K +140 +1,273%
FF
705
FourThought Financial
Florida
$30K +$28.2K +145 New
PCA
706
Peddock Capital Advisors
Massachusetts
$29K +$27.2K +140 New
FPS
707
Fieldpoint Private Securities
Connecticut
$29K +$27.4K +141 New
RFWA
708
RPg Family Wealth Advisory
Massachusetts
$26.2K – – –
GLLW
709
Graves Light Lenhart Wealth
Virginia
$26K +$24.7K +127 New
ICP
710
Interchange Capital Partners
Pennsylvania
$26K +$25.3K +130 New
PWMG
711
Prestige Wealth Management Group
New Jersey
$25K -$2.53K -13 -10%
Catalyst Capital Advisors
712
Catalyst Capital Advisors
New York
$24K +$22.4K +115 New
TCOV
713
Trust Company of Vermont
Vermont
$23K – – –
SWM
714
Sugarloaf Wealth Management
Georgia
$21K – – –
WOC
715
West Oak Capital
California
$21K – – –
LC
716
Lindbrook Capital
California
$21K +$7.97K +41 +66%
FGAM
717
Financial Gravity Asset Management
Texas
$21K +$18.9K +97 New
PWA
718
Phoenix Wealth Advisors
North Carolina
$21K +$19.4K +100 New
TFIPS
719
Towarzystwo Funduszy Inwestycyjnych PZU SA
$20.8K +$19.4K +100 New
CIA
720
CSat Investment Advisory
Michigan
$20K -$101K -522 -85%
SLF
721
Sun Life Financial
Ontario, Canada
$20K – – –
WEC
722
Winslow Evans & Crocker
Massachusetts
$20K – – –
Thompson Siegel & Walmsley
723
Thompson Siegel & Walmsley
Virginia
$19K – – –
MUFG Americas
724
MUFG Americas
New York
$19K +$17.5K +90 New
ATC
725
Adirondack Trust Company
New York
$19K +$20.4K +105 New