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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
WB
726
Webster Bank
Connecticut
$37K – – –
EPM
727
Equitec Proprietary Markets
Illinois
$34K +$32.7K +150 New
PWMG
728
Prestige Wealth Management Group
New Jersey
$31K -$436 -2 -1%
GLLW
729
Graves Light Lenhart Wealth
Virginia
$29K – – –
CFD
730
Creative Financial Designs
Indiana
$28K – – –
HI
731
Harbour Investments
Wisconsin
$27K -$30.8K -141 -54%
FF
732
FourThought Financial
Florida
$27K -$7.86K -36 -23%
FPS
733
Fieldpoint Private Securities
Connecticut
$27K +$8.73K +40 +50%
WTA
734
Washington Trust Advisors
Massachusetts
$25K +$23.8K +109 New
ATC
735
Adirondack Trust Company
New York
$24K – – –
FMP
736
Financial Management Professionals
Texas
$23K – – –
WOC
737
West Oak Capital
California
$23K – – –
PMFA
738
Plante Moran Financial Advisors
Michigan
$23K +$4.8K +22 +28%
ACM
739
Aquatic Capital Management
Illinois
$23K +$21.8K +100 New
KPCM
740
Kings Point Capital Management
New York
$23K +$22K +101 New
CFO
741
CVA Family Office
Colorado
$22K +$20.7K +95 New
CCA
742
Catalyst Capital Advisors
New York
$20K -$1.75K -8 -8%
FMII
743
Farmers & Merchants Investments Inc
Nebraska
$20K -$655 -3 -3%
TFS
744
TrustCore Financial Services
Tennessee
$20K – – –
LC
745
Lindbrook Capital
California
$19K – – –
RFWA
746
RPg Family Wealth Advisory
Massachusetts
$18.1K – – –
SWA
747
SOA Wealth Advisors
New York
$18K – – –
Jones Financial Companies
748
Jones Financial Companies
Missouri
$18K +$6.11K +28 +56%
TFGT
749
TS Financial Group (TSFG)
Illinois
$17K – – –
FFC
750
First Financial Corp
Indiana
$16K – – –