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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
CWC
701
Carolinas Wealth Consulting
North Carolina
$14K +$2.93K +16 +25%
BWA
702
BDO Wealth Advisors
Florida
$14K +$8.24K +45 +125%
MWP
703
Meridian Wealth Partners
Pennsylvania
$14K +$14.7K +80 New
TFGT
704
TS Financial Group (TSFG)
Illinois
$13K +$5.49K +30 +71%
LWA
705
Lenox Wealth Advisors
New York
$13K +$7.33K +40 +118%
FFC
706
First Financial Corp
Indiana
$12K – – –
TFO
707
Tarbox Family Office
California
$12K – – –
LWP
708
Lumature Wealth Partners
Georgia
$12K +$12.3K +67 New
EARNEST Partners
709
EARNEST Partners
Georgia
$11K – – –
TVWM
710
Tower View Wealth Management
Wisconsin
$11K – – –
HCP
711
Hexagon Capital Partners
Arkansas
$10K – – –
NFSG
712
Newbridge Financial Services Group
Florida
$9K -$29.9K -163 -76%
Global Retirement Partners
713
Global Retirement Partners
California
$9K +$2.93K +16 +47%
BMD
714
Better Money Decisions
New Mexico
$9K +$8.97K +49 New
WAP
715
Wealthcare Advisory Partners
Pennsylvania
$9K +$8.97K +49 New
Jones Financial Companies
716
Jones Financial Companies
Missouri
$9K +$9.16K +50 New
KFS
717
Kelly Financial Services
Massachusetts
$8.97K -$2.75K -15 -23%
SWA
718
Sutton Wealth Advisors
Florida
$8.48K – – –
FPS
719
Fieldpoint Private Securities
Connecticut
$8K -$17.2K -94 -67%
VCM
720
Versant Capital Management
Arizona
$8K – – –
SWA
721
SOA Wealth Advisors
New York
$8K +$1.47K +8 +19%
CFFP
722
Center for Financial Planning
Michigan
$7K – – –
RIM
723
Rockbridge Investment Management
New York
$7K +$7.33K +40 New
1832 Asset Management
724
1832 Asset Management
Ontario, Canada
$6K -$3.55M -19,372 -100%
APWA
725
Atlas Private Wealth Advisors
New Jersey
$6K +$2.56K +14 +70%