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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
751
BDO Wealth Advisors
Florida
$15K – – –
TFO
752
Tarbox Family Office
California
$15K – – –
MPWT
753
MassMutual Private Wealth & Trust
Connecticut
$15K +$1.31K +6 +10%
VNA
754
Valley National Advisers
Pennsylvania
$15K +$1.75K +8 +14%
BFEC
755
Benjamin F. Edwards & Company
Missouri
$15K +$3.06K +14 +27%
AFG
756
Albion Financial Group
Utah
$15K +$14K +64 New
EARNEST Partners
757
EARNEST Partners
Georgia
$14K – – –
HCP
758
Hexagon Capital Partners
Arkansas
$14K – – –
TVWM
759
Tower View Wealth Management
Wisconsin
$14K +$218 +1 +2%
DFCM
760
Dark Forest Capital Management
Puerto Rico
$14K +$3.27K +15 +33%
TCOV
761
Trust Company of Vermont
Vermont
$14K +$13.1K +60 New
AWA
762
Amplius Wealth Advisors
Pennsylvania
$14K +$14K +64 New
GEA
763
Glen Eagle Advisors
New Jersey
$14K – – –
ACM
764
Absolute Capital Management
Pennsylvania
$13K +$12.4K +57 New
MP
765
McDonald Partners
Ohio
$13K +$12.4K +57 New
JFA
766
JNBA Financial Advisors
Minnesota
$13K -$39.1K -179 -75%
SFM
767
Signet Financial Management
New Jersey
$13K +$12K +55 New
NFSG
768
Newbridge Financial Services Group
Florida
$12K +$218 +1 +2%
FAG
769
Fortitude Advisory Group
Washington
$12K +$11.1K +51 New
SFO
770
Standard Family Office
South Dakota
$12K +$11.8K +54 New
KFS
771
Kelly Financial Services
Massachusetts
$11.7K – – –
SWA
772
Sutton Wealth Advisors
Florida
$11.2K – – –
GWM
773
Geneos Wealth Management
Colorado
$11K – – –
LWP
774
Lumature Wealth Partners
Georgia
$11K – – –
VCM
775
Versant Capital Management
Arizona
$11K – – –