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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
EPM
726
Equitec Proprietary Markets
Illinois
$34K +$32.7K +150 New
PWMG
727
Prestige Wealth Management Group
New Jersey
$31K -$436 -2 -1%
GLLW
728
Graves Light Lenhart Wealth
Virginia
$29K
CFD
729
Creative Financial Designs
Indiana
$28K
HI
730
Harbour Investments
Wisconsin
$27K -$30.8K -141 -54%
FF
731
FourThought Financial
Florida
$27K -$7.86K -36 -23%
FPS
732
Fieldpoint Private Securities
Connecticut
$27K +$8.73K +40 +50%
WTA
733
Washington Trust Advisors
Massachusetts
$25K +$23.8K +109 New
ATC
734
Adirondack Trust Company
New York
$24K
FMP
735
Financial Management Professionals
Texas
$23K
WOC
736
West Oak Capital
California
$23K
PMFA
737
Plante Moran Financial Advisors
Michigan
$23K +$4.8K +22 +28%
ACM
738
Aquatic Capital Management
Illinois
$23K +$21.8K +100 New
KPCM
739
Kings Point Capital Management
New York
$23K +$22K +101 New
CFO
740
CVA Family Office
Colorado
$22K +$20.7K +95 New
CCA
741
Catalyst Capital Advisors
New York
$20K -$1.75K -8 -8%
FMII
742
Farmers & Merchants Investments Inc
Nebraska
$20K -$655 -3 -3%
TFS
743
TrustCore Financial Services
Tennessee
$20K
LC
744
Lindbrook Capital
California
$19K
RFWA
745
RPg Family Wealth Advisory
Massachusetts
$18.1K
SWA
746
SOA Wealth Advisors
New York
$18K
Jones Financial Companies
747
Jones Financial Companies
Missouri
$18K +$6.11K +28 +56%
TFGT
748
TS Financial Group (TSFG)
Illinois
$17K
FFC
749
First Financial Corp
Indiana
$16K
BWA
750
BDO Wealth Advisors
Florida
$15K