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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
726
Mosley Wealth Management
California
$171K +$168K +952 New
EWM
727
Evermay Wealth Management
Virginia
$167K – – –
AF
728
Allworth Financial
California
$163K -$217K -1,233 -58%
MG
729
Mather Group
Illinois
$148K -$97.4K -553 -40%
PCM
730
Penserra Capital Management
California
$137K -$4.58K -26 -3%
Group One Trading
731
Group One Trading
Illinois
$121K +$119K +674 New
PPC
732
Park Place Capital
Alabama
$117K +$3.17K +18 +3%
AIM
733
Acropolis Investment Management
Missouri
$115K – – –
BTI
734
Blue Trust Inc
Georgia
$97.6K -$21.1K -120 -18%
HIA
735
Harbor Investment Advisory
Maryland
$96.9K – – –
SNB
736
Security National Bank
Nebraska
$92.5K – – –
HDIM
737
Hanson & Doremus Investment Management
Vermont
$90K – – –
MPWT
738
MassMutual Private Wealth & Trust
Connecticut
$89.2K +$10.7K +61 +14%
CH
739
Cromwell Holdings
Wyoming
$88.2K +$13.4K +76 +18%
FNWA
740
Financial Network Wealth Advisors
Utah
$86.6K +$2.29K +13 +3%
PWPS
741
Pinnacle Wealth Planning Services
Ohio
$82.8K -$33.6K -191 -29%
CFO
742
CVA Family Office
Colorado
$82.2K +$7.57K +43 +10%
AFG
743
Albion Financial Group
Utah
$80.8K – – –
OCWP
744
Owl Creek Wealth Partners
Colorado
$78.5K +$14.1K +80 +22%
HAS
745
HBW Advisory Services
California
$77.4K +$75.9K +431 New
LSA
746
Leonteq Securities AG
Switzerland
$76.3K -$60.8K -345 -45%
MCM
747
Manchester Capital Management
Vermont
$75K +$15K +85 +26%
WSFS
748
Wilmington Savings Fund Society
Delaware
$74.1K +$2.29K +13 +3%
QC
749
Quent Capital
New York
$70.6K +$32.2K +183 +87%
CSP
750
Cary Street Partners
Virginia
$67.7K -$6.16K -35 -8%