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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
Farmers & Merchants Investments Inc
726
Farmers & Merchants Investments Inc
Nebraska
$18K – – –
Allworth Financial
727
Allworth Financial
California
$18K +$3.5K +18 +27%
TFS
728
TrustCore Financial Services
Tennessee
$18K +$17.1K +88 New
RE
729
RBC Europe
United Kingdom
$17.6K – – –
SIM
730
Sonora Investment Management
Arizona
$15K – – –
SIAG
731
Safeguard Investment Advisory Group
California
$15K +$14.4K +74 New
FFC
732
First Financial Corp
Indiana
$14K – – –
TFO
733
Tarbox Family Office
California
$14K – – –
JWM
734
Janiczek Wealth Management
Colorado
$14K +$9.91K +51 +319%
KFS
735
Kelly Financial Services
Massachusetts
$13.6K +$2.92K +15 +29%
EARNEST Partners
736
EARNEST Partners
Georgia
$13K – – –
CWC
737
Carolinas Wealth Consulting
North Carolina
$13K +$11.3K +58 +1,160%
HCP
738
Hexagon Capital Partners
Arkansas
$12K – – –
TVWM
739
Tower View Wealth Management
Wisconsin
$12K – – –
TIAM2
740
Tru Independence Asset Management 2
Oregon
$12K +$11.5K +59 New
SWA
741
Sutton Wealth Advisors
Florida
$9.96K – – –
VCM
742
Versant Capital Management
Arizona
$9K – – –
TFGT
743
TS Financial Group (TSFG)
Illinois
$9K +$8.16K +42 New
Freestone Capital Holdings
744
Freestone Capital Holdings
Washington
$8.93K – – –
FCA
745
FinTrust Capital Advisors
South Carolina
$8K -$972 -5 -11%
CFFP
746
Center for Financial Planning
Michigan
$8K – – –
LGA
747
Lebenthal Global Advisors
New York
$8K +$7.97K +41 New
SWA
748
SOA Wealth Advisors
New York
$8K +$8.16K +42 New
Geneos Wealth Management
749
Geneos Wealth Management
Colorado
$8K +$49.8K +256 +449%
Global Retirement Partners
750
Global Retirement Partners
California
$7K -$2.14K -11 -24%