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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
751
BDO Wealth Advisors
Florida
$7K – – –
LWA
752
Lenox Wealth Advisors
New York
$7K – – –
Pathstone Family Office
753
Pathstone Family Office
New Jersey
$7K +$6.42K +33 New
Loring Wolcott & Coolidge Fiduciary Advisors
754
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K +$7K +36 New
VAIA
755
Virtus Alternative Investment Advisers
Connecticut
$6K -$5.83K -30 -49%
AWG
756
Altus Wealth Group
Colorado
$6K +$5.64K +29 New
PMFA
757
Plante Moran Financial Advisors
Michigan
$6K +$5.64K +29 New
FMP
758
Financial Management Professionals
Texas
$5K – – –
ME
759
McIlrath & Eck
Washington
$5K – – –
JCM
760
Jacobi Capital Management
Pennsylvania
$5K +$583 +3 +15%
RWM
761
Raffa Wealth Management
District of Columbia
$4.57K – – –
EWA
762
Evolution Wealth Advisors
Florida
$4K – – –
LAS
763
Lloyd Advisory Services
Georgia
$4K – – –
APWA
764
Atlas Private Wealth Advisors
New Jersey
$4K +$3.89K +20 New
ACM
765
AUA Capital Management
Pennsylvania
$3K -$194 -1 -7%
PCA
766
Providence Capital Advisors
North Carolina
$3K +$2.53K +13 New
Capstone Investment Advisors
767
Capstone Investment Advisors
New York
$3K +$2.72K +14 New
MassMutual Private Wealth & Trust
768
MassMutual Private Wealth & Trust
Connecticut
$3K +$2.92K +15 New
BAM
769
Bellevue Asset Management
Washington
$2K – – –
BWM
770
BerganKDV Wealth Management
Minnesota
$2K – – –
VNA
771
Valley National Advisers
Pennsylvania
$2K – – –
LWM
772
Liberty Wealth Management
California
$2K +$194 +1 +8%
Fidelity International
773
Fidelity International
Bermuda
$2K +$389 +2 +25%
EFSCE
774
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$972 +5 +71%
CB
775
CNB Bank
Pennsylvania
$2K +$1.55K +8 New