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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
701
Global Retirement Partners
California
$17.5K -$2.28K -13 -12%
BHWM
702
Beaird Harris Wealth Management
Texas
$16.2K +$16.2K +92 New
FCA
703
FinTrust Capital Advisors
South Carolina
$16.1K
PO
704
Private Ocean
California
$15.9K +$15.8K +90 New
TFS
705
TrustCore Financial Services
Tennessee
$15.5K
CFO
706
CVA Family Office
Colorado
$15K
PI
707
PineBridge Investments
New York
$14.5K
FFL
708
Financial Freedom LLC
Ohio
$14.5K +$14.4K +82 New
MCM
709
MV Capital Management
Maryland
$13.6K +$1.05K +6 +8%
TFGT
710
TS Financial Group (TSFG)
Illinois
$13K
HCP
711
Hexagon Capital Partners
Arkansas
$12.7K
AF
712
Advisornet Financial
Minnesota
$12.5K -$15.1K -86 -55%
AWM
713
Abound Wealth Management
Tennessee
$12.4K -$5.62K -32 -31%
EARNEST Partners
714
EARNEST Partners
Georgia
$10.9K
GEA
715
Glen Eagle Advisors
New Jersey
$10.8K
EWA
716
EverSource Wealth Advisors
Alabama
$10.8K -$2.99K -17 -22%
AFS
717
Annapolis Financial Services
Maryland
$10.8K -$6.33K -36 -37%
SWA
718
Sutton Wealth Advisors
Florida
$10.8K -$176 -1 -2%
FGAM
719
Financial Gravity Asset Management
Texas
$10.3K -$480K -2,731 -94%
BWA
720
BDO Wealth Advisors
Florida
$10.1K
JWA
721
JFS Wealth Advisors
Pennsylvania
$9.53K -$2.28K -13 -19%
SC
722
Schubert & Co
Texas
$9.17K -$1.76K -10 -16%
KFS
723
Kelly Financial Services
Massachusetts
$9.05K
CSB
724
City State Bank
Iowa
$9K
GWM
725
Geneos Wealth Management
Colorado
$8.64K