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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
TL
726
TrueWealth LLC
Georgia
-$14K -92 Closed
ACM
727
Anfield Capital Management
California
-$13K -79 Closed
RIA
728
Realta Investment Advisors
Delaware
-$12K -78 Closed
PGAM
729
Princeton Global Asset Management
New Jersey
-$9 -63 Closed
CBT
730
Capital Bank & Trust
California
-$8K -51 Closed
MWNA
731
Marshall Wace North America
New York
-$7K -50 Closed
TI
732
tru Independence
Oregon
-$6K -38 Closed
WLPWM
733
Walled Lake Planning & Wealth Management
Illinois
-$4K -30 Closed
EWA
734
Evolution Wealth Advisors
Florida
-$4K -29 Closed
MF
735
Manchester Financial
California
-$3K -20 Closed
DI
736
Disciplined Investments
Oklahoma
-$3K -18 Closed
1832 Asset Management
737
1832 Asset Management
Ontario, Canada
-$2K -16 Closed
FANJ
738
Financial Architects (New Jersey)
New Jersey
-$2K -15 Closed
WCM
739
Wealthcare Capital Management
Virginia
-$2K -15 Closed
PMFA
740
Plante Moran Financial Advisors
Michigan
-$2K -13 Closed
TCA
741
Tortoise Capital Advisors
Kansas
-$1K -10 Closed
FPFS
742
First Personal Financial Services
North Carolina
-$1K -8 Closed
PWP
743
Personal Wealth Partners
Minnesota
-$1K -8 Closed
RFM
744
Royal Fund Management
Florida
+$940 +6 New