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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
751
JFS Wealth Advisors
Pennsylvania
$6.91K -$3.26K -18 -33%
LWP
752
Lumature Wealth Partners
Georgia
$6.91K – – –
IRC
753
Investors Research Corp
Georgia
$6.71K – – –
CA
754
Crewe Advisors
Utah
$6.14K +$543 +3 +10%
TVWM
755
Tower View Wealth Management
Wisconsin
$6K +$181 +1 +3%
WBC
756
West Branch Capital
Massachusetts
$5.18K – – –
AIM
757
Anchor Investment Management
South Carolina
$5.18K – – –
RWM
758
Raffa Wealth Management
District of Columbia
$5.18K – – –
CBT
759
Central Bank & Trust
Kentucky
$5.18K +$4.89K +27 New
HGERS
760
Householder Group Estate & Retirement Specialist
Arizona
$5K – – –
AEGON Asset Management (UK)
761
AEGON Asset Management (UK)
United Kingdom
$5K +$1.27K +7 +39%
EBA
762
Eagle Bay Advisors
New York
$4.61K -$2.17K -12 -33%
APC
763
Aspire Private Capital
North Carolina
$4.61K – – –
ME
764
McIlrath & Eck
Washington
$4.22K – – –
MFT
765
Moisand Fitzgerald Tamayo
Florida
$4.22K – – –
SIC
766
SJS Investment Consulting
Ohio
$4.03K +$543 +3 +17%
PCM
767
Pointe Capital Management
Michigan
$3.65K +$3.44K +19 New
DI
768
Disciplined Investments
Oklahoma
$3.45K +$1.27K +7 +64%
JGIA
769
Jackson Grant Investment Advisers
Connecticut
$3.45K +$3.26K +18 New
CAL
770
Capital Advisors Ltd
Ohio
$3K +$2.9K +16 New
DIP
771
DT Investment Partners
Pennsylvania
$2.89K – – –
SWA
772
SOA Wealth Advisors
New York
$2.88K – – –
SCA
773
Stonebridge Capital Advisors
Minnesota
$2.69K – – –
Bogart Wealth LLC
774
Bogart Wealth LLC
Virginia
$2.3K +$2.17K +12 New
GFWA
775
Grey Fox Wealth Advisors
Delaware
$2.3K +$2.17K +12 New