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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
TFO
701
Tarbox Family Office
California
$11K -$532 -3 -4%
EARNEST Partners
702
EARNEST Partners
Georgia
$11K – – –
TVWM
703
Tower View Wealth Management
Wisconsin
$11K – – –
MPWT
704
MassMutual Private Wealth & Trust
Connecticut
$11K +$5.5K +31 +103%
HCP
705
Hexagon Capital Partners
Arkansas
$10K – – –
SOW
706
State of Wyoming
Wyoming
$10K +$10.1K +57 New
BFEC
707
Benjamin F. Edwards & Company
Missouri
$9K -$260K -1,465 -96%
BMD
708
Better Money Decisions
New Mexico
$9K – – –
FPS
709
Fieldpoint Private Securities
Connecticut
$9K – – –
Jones Financial Companies
710
Jones Financial Companies
Missouri
$9K – – –
NFSG
711
Newbridge Financial Services Group
Florida
$9K – – –
RA
712
Resolute Advisors
California
$9K – – –
KFS
713
Kelly Financial Services
Massachusetts
$8.88K – – –
SWA
714
Sutton Wealth Advisors
Florida
$8.39K – – –
GRP
715
Global Retirement Partners
California
$8K -$709 -4 -8%
VCM
716
Versant Capital Management
Arizona
$8K – – –
EBA
717
Eagle Bay Advisors
New York
$8K +$6.92K +39 New
CFFP
718
Center for Financial Planning
Michigan
$7K – – –
RIM
719
Rockbridge Investment Management
New York
$7K – – –
LWA
720
Lenox Wealth Advisors
New York
$6K -$7.09K -40 -54%
VNA
721
Valley National Advisers
Pennsylvania
$6K +$6.03K +34 New
RDWM
722
Red Door Wealth Management
Tennessee
$6K +$6.92K +39 New
APWA
723
Atlas Private Wealth Advisors
New Jersey
$5K -$709 -4 -12%
EFSCE
724
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
PMFA
725
Plante Moran Financial Advisors
Michigan
$5K – – –