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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
FMP
701
Financial Management Professionals
Texas
$25K +$2.76K +14 +14%
CCA
702
Catalyst Capital Advisors
New York
$24K +$4.34K +22 +25%
ATC
703
Adirondack Trust Company
New York
$23K – – –
CFO
704
CVA Family Office
Colorado
$23K +$1.97K +10 +11%
WTA
705
Washington Trust Advisors
Massachusetts
$22K -$1.38K -7 -6%
ACM
706
Aquatic Capital Management
Illinois
$21K – – –
BCWM
707
Bartlett & Co Wealth Management
Ohio
$19.3K +$17.7K +90 New
TFS
708
TrustCore Financial Services
Tennessee
$19K – – –
BC
709
Bartlett & Co
Ohio
$19K +$17.7K +90 New
FPS
710
Fieldpoint Private Securities
Connecticut
$18K -$6.9K -35 -29%
FMII
711
Farmers & Merchants Investments Inc
Nebraska
$18K – – –
LC
712
Lindbrook Capital
California
$17K -$1.38K -7 -8%
MPWT
713
MassMutual Private Wealth & Trust
Connecticut
$17K +$1.97K +10 +15%
RFWA
714
RPg Family Wealth Advisory
Massachusetts
$17K – – –
SWA
715
SOA Wealth Advisors
New York
$16K – – –
TFGT
716
TS Financial Group (TSFG)
Illinois
$16K +$197 +1 +1%
Jones Financial Companies
717
Jones Financial Companies
Missouri
$15K -$1.38K -7 -9%
FFC
718
First Financial Corp
Indiana
$15K – – –
PMFA
719
Plante Moran Financial Advisors
Michigan
$14K -$7.29K -37 -36%
BWA
720
BDO Wealth Advisors
Florida
$14K – – –
GWM
721
Geneos Wealth Management
Colorado
$14K +$3.55K +18 +37%
GEA
722
Glen Eagle Advisors
New Jersey
$13.1K – – –
EARNEST Partners
723
EARNEST Partners
Georgia
$13K – – –
HCP
724
Hexagon Capital Partners
Arkansas
$13K – – –
TVWM
725
Tower View Wealth Management
Wisconsin
$13K – – –