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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
701
Kolinsky Wealth Management
New Jersey
$282K -$3.43K -14 -1%
BGA
702
Battery Global Advisors
Massachusetts
$279K – – –
BWP
703
BSW Wealth Partners
Colorado
$278K -$11.7K -48 -4%
CA
704
Commerzbank Aktiengesellschaft
Germany
$278K +$8.32K +34 +3%
AWM
705
Ariadne Wealth Management
California
$277K +$630K +2,574 New
BRWA
706
B. Riley Wealth Advisors
Florida
$277K -$146K -595 -37%
1WM
707
1858 Wealth Management
Ohio
$277K -$5.14K -21 -2%
MCM
708
MV Capital Management
Maryland
$270K +$19.1K +78 +8%
WPWM
709
Western Pacific Wealth Management
Illinois
$270K – – –
FL
710
Fort LP
Maryland
$268K +$4.89K +20 +2%
EWM
711
Evermay Wealth Management
Virginia
$268K – – –
AC
712
Avestar Capital
New York
$265K +$28.1K +115 +13%
TNB
713
Thomasville National Bank
Georgia
$264K – – –
CGL
714
Clarius Group LLC
Washington
$262K -$14.2K -58 -6%
OWM
715
OneAscent Wealth Management
Alabama
$260K +$236K +963 New
OQS
716
Occudo Quantitative Strategies
Florida
$256K -$3.5M -14,322 -94%
RCAG
717
Rehmann Capital Advisory Group
Michigan
$251K +$14.4K +59 +7%
TSS
718
Two Sigma Securities
New York
$250K -$43.3K -177 -16%
AA
719
Addison Advisors
Vermont
$250K +$6.12K +25 +3%
EFS
720
Essex Financial Services
Connecticut
$250K +$17.6K +72 +8%
CAM
721
Congress Asset Management
Massachusetts
$249K – – –
HCM
722
Heathbridge Capital Management
Ontario, Canada
$249K – – –
AWM
723
Angeles Wealth Management
California
$249K +$226K +925 New
SHJ
724
Sharkey, Howes & Javer
Colorado
$248K – – –
FMLI
725
Fukoku Mutual Life Insurance
Japan
$245K – – –
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