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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
701
Axiom Advisory
California
$282K +$282K +1,152 New
KWM
702
Kolinsky Wealth Management
New Jersey
$282K -$3.43K -14 -1%
BGA
703
Battery Global Advisors
Massachusetts
$279K – – –
BWP
704
BSW Wealth Partners
Colorado
$278K -$11.7K -48 -4%
CA
705
Commerzbank Aktiengesellschaft
Germany
$278K +$8.32K +34 +3%
AWM
706
Ariadne Wealth Management
California
$277K +$630K +2,574 New
BRWA
707
B. Riley Wealth Advisors
Florida
$277K -$146K -595 -37%
1WM
708
1858 Wealth Management
Ohio
$277K -$5.14K -21 -2%
MCM
709
MV Capital Management
Maryland
$270K +$19.1K +78 +8%
WPWM
710
Western Pacific Wealth Management
Illinois
$270K – – –
FL
711
Fort LP
Maryland
$268K +$4.89K +20 +2%
EWM
712
Evermay Wealth Management
Virginia
$268K – – –
AC
713
Avestar Capital
New York
$265K +$28.1K +115 +13%
TNB
714
Thomasville National Bank
Georgia
$264K – – –
CGL
715
Clarius Group LLC
Washington
$262K -$14.2K -58 -6%
OWM
716
OneAscent Wealth Management
Alabama
$260K +$236K +963 New
OQS
717
Occudo Quantitative Strategies
Florida
$256K -$3.5M -14,322 -94%
RCAG
718
Rehmann Capital Advisory Group
Michigan
$251K +$14.4K +59 +7%
TSS
719
Two Sigma Securities
New York
$250K -$43.3K -177 -16%
AA
720
Addison Advisors
Vermont
$250K +$6.12K +25 +3%
EFS
721
Essex Financial Services
Connecticut
$250K +$17.6K +72 +8%
CAM
722
Congress Asset Management
Massachusetts
$249K – – –
HCM
723
Heathbridge Capital Management
Ontario, Canada
$249K – – –
AWM
724
Angeles Wealth Management
California
$249K +$226K +925 New
SHJ
725
Sharkey, Howes & Javer
Colorado
$248K – – –
27 28
29
30 31