We are live on ! Find out more
VRSK icon

Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
726
Atomi Financial Group
New York
$327K -$269K -886 -46%
HCP
727
Holt Capital Partners
Texas
$327K
MFGM
728
Marshall Financial Group (Maryland)
Maryland
$325K -$1.22M -4,023 -79%
BGA
729
Battery Global Advisors
Massachusetts
$322K
GL
730
Graypoint LLC
New York
$321K +$23.6K +78 +8%
SLG
731
Stanley-Laman Group
Pennsylvania
$321K +$42.7K +141 +16%
TCWA
732
Turtle Creek Wealth Advisors
Texas
$320K +$312K +1,028 New
IC
733
Inscription Capital
Texas
$313K +$304K +1,003 New
WPWM
734
Western Pacific Wealth Management
Illinois
$312K
FFM
735
Forum Financial Management
Illinois
$311K +$41.5K +137 +16%
RFG
736
Range Financial Group
Oregon
$308K +$34K +112 +13%
LS
737
Livforsakringsbolaget Skandia
Sweden
$307K
CA
738
Clearstead Advisors
Ohio
$305K -$193K -635 -39%
TNB
739
Thomasville National Bank
Georgia
$305K
MG
740
Mather Group
Illinois
$300K +$15.2K +50 +5%
Capstone Investment Advisors
741
Capstone Investment Advisors
New York
$297K +$290K +955 New
VFA
742
Valeo Financial Advisors
Indiana
$296K +$72.2K +238 +33%
ACM
743
Aster Capital Management
United Arab Emirates
$293K +$286K +942 New
AA
744
Addison Advisors
Vermont
$293K +$3.03K +10 +1%
HBT
745
Heartland Bank & Trust
Illinois
$290K -$4.55K -15 -2%
EWM
746
Evermay Wealth Management
Virginia
$290K
CAM
747
Congress Asset Management
Massachusetts
$288K
AAM
748
Azzad Asset Management
Virginia
$288K -$6.06K -20 -2%
AIM
749
Arcadia Investment Management
Michigan
$287K
SHJ
750
Sharkey, Howes & Javer
Colorado
$287K