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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
726
MV Capital Management
Maryland
$13K +$2.37K +12 +24%
LWA
727
Lenox Wealth Advisors
New York
$13K +$3.55K +18 +42%
MA
728
MUFG Americas
New York
$13K +$11.8K +60 New
SWA
729
Sutton Wealth Advisors
Florida
$12.9K +$2.17K +11 +22%
JWA
730
JFS Wealth Advisors
Pennsylvania
$12K +$6.9K +35 +184%
TFO
731
Tarbox Family Office
California
$11K -$2.76K -14 -22%
CSB
732
City State Bank
Iowa
$11K – – –
FAG
733
Fortitude Advisory Group
Washington
$11K – – –
HWM
734
Holloway Wealth Management
Florida
$11K – – –
LWP
735
Lumature Wealth Partners
Georgia
$11K – – –
NFSG
736
Newbridge Financial Services Group
Florida
$11K – – –
KFS
737
Kelly Financial Services
Massachusetts
$11K – – –
AFG
738
Albion Financial Group
Utah
$10K -$3.94K -20 -31%
VCM
739
Versant Capital Management
Arizona
$10K – – –
GRP
740
Global Retirement Partners
California
$10K +$11.8K +60 New
RIM
741
Rockbridge Investment Management
New York
$8.56K – – –
CFFP
742
Center for Financial Planning
Michigan
$8K – – –
EWA
743
EverSource Wealth Advisors
Alabama
$8K +$2.76K +14 +56%
BA
744
Bellwether Advisors
Nebraska
$6K – – –
JWM
745
Janiczek Wealth Management
Colorado
$6K – – –
QC
746
Quent Capital
New York
$6K – – –
WBC
747
West Branch Capital
Massachusetts
$6K – – –
ZIG
748
Zullo Investment Group
Pennsylvania
$6K – – –
CI
749
Cordant Inc
Oregon
$6K +$5.92K +30 New
AIM
750
Anchor Investment Management
South Carolina
$5.79K – – –
28 29
30
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