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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
ME
751
McIlrath & Eck
Washington
$3.88K – – –
MFT
752
Moisand Fitzgerald Tamayo
Florida
$3.88K +$3.87K +22 New
SIC
753
SJS Investment Consulting
Ohio
$3.18K +$1.58K +9 +100%
AAMU
754
AEGON Asset Management (UK)
United Kingdom
$3K – – –
DIP
755
DT Investment Partners
Pennsylvania
$2.65K – – –
SWA
756
SOA Wealth Advisors
New York
$2.65K – – –
SCA
757
Stonebridge Capital Advisors
Minnesota
$2.47K – – –
IAA
758
Independent Advisor Alliance
North Carolina
$2.32K +$536K +3,049 +30%
DI
759
Disciplined Investments
Oklahoma
$1.94K -$527 -3 -21%
SC
760
SouthState Corp
Florida
$1.76K +$1.76K +10 New
BBPWM
761
Blue Bell Private Wealth Management
Pennsylvania
$1.59K – – –
BWM
762
BerganKDV Wealth Management
Minnesota
$1.41K -$176 -1 -11%
AWM
763
Avior Wealth Management
Nebraska
$1.41K – – –
MYAM
764
Meiji Yasuda Asset Management
Japan
$1.12K -$177K -1,006 -14%
MPCL
765
My Personal CFO LLC
Washington
$1.06K +$1.05K +6 New
NSIM
766
North Star Investment Management
Illinois
$1.06K +$1.05K +6 New
RBC
767
Romano Brothers & Co
Illinois
$1.06K +$1.05K +6 New
BAM
768
Bellevue Asset Management
Washington
$1.05K – – –
ANBT
769
American National Bank & Trust
Texas
$1K -$1.23K -7 -70%
ADL
770
Asset Dedication LLC
California
$1K – – –
AW
771
Avion Wealth
Texas
$1K – – –
BWM
772
Baystate Wealth Management
Massachusetts
$1K – – –
TFA
773
Transamerica Financial Advisors
Florida
$1K – – –
ST
774
Sageworth Trust
Pennsylvania
$1K +$703 +4 New
ECM
775
Everence Capital Management
Indiana
$891 +$354K +2,015 +66%
29 30
31
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