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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
PFO
751
Pathstone Family Office
New Jersey
$7K +$6.42K +33 New
LWCFA
752
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K +$7K +36 New
VAIA
753
Virtus Alternative Investment Advisers
Connecticut
$6K -$5.83K -30 -49%
AWG
754
Altus Wealth Group
Colorado
$6K +$5.64K +29 New
PMFA
755
Plante Moran Financial Advisors
Michigan
$6K +$5.64K +29 New
FMP
756
Financial Management Professionals
Texas
$5K
ME
757
McIlrath & Eck
Washington
$5K
JCM
758
Jacobi Capital Management
Pennsylvania
$5K +$583 +3 +15%
RWM
759
Raffa Wealth Management
District of Columbia
$4.57K
EWA
760
Evolution Wealth Advisors
Florida
$4K
LAS
761
Lloyd Advisory Services
Georgia
$4K
APWA
762
Atlas Private Wealth Advisors
New Jersey
$4K +$3.89K +20 New
ACM
763
AUA Capital Management
Pennsylvania
$3K -$194 -1 -7%
PCA
764
Providence Capital Advisors
North Carolina
$3K +$2.53K +13 New
Capstone Investment Advisors
765
Capstone Investment Advisors
New York
$3K +$2.72K +14 New
MPWT
766
MassMutual Private Wealth & Trust
Connecticut
$3K +$2.92K +15 New
BAM
767
Bellevue Asset Management
Washington
$2K
BWM
768
BerganKDV Wealth Management
Minnesota
$2K
VNA
769
Valley National Advisers
Pennsylvania
$2K
LWM
770
Liberty Wealth Management
California
$2K +$194 +1 +8%
Fidelity International
771
Fidelity International
Bermuda
$2K +$389 +2 +25%
EFSCE
772
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$972 +5 +71%
CB
773
CNB Bank
Pennsylvania
$2K +$1.55K +8 New
MLFP
774
MPS Loria Financial Planners
Illinois
$2K +$1.55K +8 New
SFO
775
Standard Family Office
South Dakota
$2K +$1.94K +10 New