We are live on ! Find out more
VRSK icon

Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
726
Jacobi Capital Management
Pennsylvania
$6K -$26.2K -135 -81%
APWA
727
Atlas Private Wealth Advisors
New Jersey
$6K – – –
RWM
728
Raffa Wealth Management
District of Columbia
$5.41K – – –
WBC
729
West Branch Capital
Massachusetts
$5K – – –
JWM
730
Janiczek Wealth Management
Colorado
$5K +$387 +2 +8%
SAI
731
Systematic Alpha Investments
New Jersey
$5K +$4.46K +23 New
BA
732
Bellwether Advisors
Nebraska
$5K +$5.42K +28 New
EWA
733
Evolution Wealth Advisors
Florida
$4K – – –
ME
734
McIlrath & Eck
Washington
$4K – – –
PCTC
735
Perkins Coie Trust Company
Washington
$3K – – –
SWM
736
Selective Wealth Management
Virginia
$3K – – –
HFM
737
Hartford Financial Management
Connecticut
$3K +$3.1K +16 New
ADL
738
Asset Dedication LLC
California
$2K – – –
ACM
739
AUA Capital Management
Pennsylvania
$2K – – –
BWM
740
Baystate Wealth Management
Massachusetts
$2K – – –
BAM
741
Bellevue Asset Management
Washington
$2K – – –
BWM
742
BerganKDV Wealth Management
Minnesota
$2K – – –
MWA
743
Moser Wealth Advisors
Washington
$2K – – –
SCA
744
Stonebridge Capital Advisors
Minnesota
$2K – – –
TLFA
745
True Link Financial Advisors
California
$2K – – –
GI
746
Gradient Investments
Minnesota
$2K +$1.55K +8 New
ACA
747
Atlas Capital Advisors
Wyoming
$1.2K – – –
CWC
748
Carolinas Wealth Consulting
North Carolina
$1K -$14.3K -74 -94%
CA
749
Crewe Advisors
Utah
$1K – – –
LAS
750
Lloyd Advisory Services
Georgia
$1K – – –
28 29
30
31 32