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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
726
Raffa Wealth Management
District of Columbia
$5.41K
WBC
727
West Branch Capital
Massachusetts
$5K
JWM
728
Janiczek Wealth Management
Colorado
$5K +$387 +2 +8%
SAI
729
Systematic Alpha Investments
New Jersey
$5K +$4.46K +23 New
BA
730
Bellwether Advisors
Nebraska
$5K +$5.42K +28 New
EWA
731
Evolution Wealth Advisors
Florida
$4K
ME
732
McIlrath & Eck
Washington
$4K
PCTC
733
Perkins Coie Trust Company
Washington
$3K
SWM
734
Selective Wealth Management
Virginia
$3K
HFM
735
Hartford Financial Management
Connecticut
$3K +$3.1K +16 New
Nisa Investment Advisors
736
Nisa Investment Advisors
Missouri
$2.84K +$387K +2,000 +16%
SCA
737
Stonebridge Capital Advisors
Minnesota
$2K -$3.68K -19 -68%
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
TLFA
744
True Link Financial Advisors
California
$2K
GI
745
Gradient Investments
Minnesota
$2K +$1.55K +8 New
ACA
746
Atlas Capital Advisors
Wyoming
$1.2K
CWC
747
Carolinas Wealth Consulting
North Carolina
$1K -$14.3K -74 -94%
CA
748
Crewe Advisors
Utah
$1K
LAS
749
Lloyd Advisory Services
Georgia
$1K
AWM
750
Avior Wealth Management
Nebraska
$1K +$194 +1 +14%