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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
701
MassMutual Private Wealth & Trust
Connecticut
$12K – – –
TVWM
702
Tower View Wealth Management
Wisconsin
$12K – – –
VNA
703
Valley National Advisers
Pennsylvania
$12K +$4.84K +25 +74%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
704
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$11K -$5.24M -27,037 -100%
RA
705
Resolute Advisors
California
$11K – – –
Loomis, Sayles & Company
706
Loomis, Sayles & Company
Massachusetts
$11K +$10.7K +55 New
KFS
707
Kelly Financial Services
Massachusetts
$10.2K – – –
LWP
708
Lumature Wealth Partners
Georgia
$10K -$3.49K -18 -27%
BFEC
709
Benjamin F. Edwards & Company
Missouri
$10K -$387 -2 -4%
BMD
710
Better Money Decisions
New Mexico
$10K – – –
Jones Financial Companies
711
Jones Financial Companies
Missouri
$10K – – –
NFSG
712
Newbridge Financial Services Group
Florida
$10K – – –
Optiver Holding
713
Optiver Holding
Netherlands
$10K +$3.68K +19 +63%
SWA
714
Sutton Wealth Advisors
Florida
$9.81K +$194 +1 +2%
DFCM
715
Dark Forest Capital Management
Puerto Rico
$9K -$296K -1,529 -97%
GWM
716
Geneos Wealth Management
Colorado
$9K -$2.91K -15 -23%
VCM
717
Versant Capital Management
Arizona
$9K – – –
MCM
718
MV Capital Management
Maryland
$9K +$3.68K +19 +79%
CFFP
719
Center for Financial Planning
Michigan
$8K – – –
RIM
720
Rockbridge Investment Management
New York
$8K – – –
DOA
721
D'Orazio & Associates
Virginia
$8K +$7.75K +40 New
GRP
722
Global Retirement Partners
California
$7K -$1.74K -9 -20%
EBA
723
Eagle Bay Advisors
New York
$7K -$1.16K -6 -15%
LWA
724
Lenox Wealth Advisors
New York
$7K – – –
KIG
725
Kowal Investment Group
Wisconsin
$7K +$6.97K +36 New