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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
751
Perigon Wealth Management
California
$224K +$15.3K +55 +7%
MG
752
Mather Group
Illinois
$224K -$5.57K -20 -2%
CWA
753
Carolina Wealth Advisors
South Carolina
$223K +$173K +622 +331%
FFM
754
Forum Financial Management
Illinois
$222K +$1.39K +5 +0.6%
VCM
755
Virtue Capital Management
Tennessee
$222K -$167K -601 -43%
BA
756
Bristlecone Advisors
Washington
$220K – – –
AC
757
ASB Consultores
Florida
$220K +$2.5K +9 +1%
GS
758
GTS Securities
Florida
$220K +$222K +799 New
VFA
759
Valeo Financial Advisors
Indiana
$220K +$835 +3 +0.4%
WAG
760
Winthrop Advisory Group
Massachusetts
$219K – – –
GPW
761
Genesis Private Wealth
Virginia
$219K +$221K +794 New
TWM
762
Trueblood Wealth Management
Ohio
$218K +$220K +792 New
LAM
763
Longboard Asset Management
Arizona
$218K +$220K +790 New
SC
764
Syon Capital
California
$217K +$220K +789 New
QWP
765
Quotient Wealth Partners
Texas
$216K -$58.4K -210 -21%
FC
766
FORA Capital
Florida
$216K -$3.02M -10,852 -93%
BRWA
767
B. Riley Wealth Advisors
Florida
$214K -$5.29K -19 -2%
AWA
768
Aaron Wealth Advisors
Illinois
$212K +$215K +771 New
BCM
769
Blume Capital Management
California
$212K – – –
HKIMG
770
Hutchens & Kramer Investment Management Group
Indiana
$211K -$173K -622 -45%
KFC
771
Klingenstein Fields & Co
New York
$210K – – –
OWM
772
OneAscent Wealth Management
Alabama
$210K -$69.3K -249 -25%
NC
773
Napatree Capital
Rhode Island
$209K +$211K +759 New
PCP
774
Panoramic Capital Partners
Oregon
$209K +$211K +759 New
S
775
SimplyRich
California
$209K – – –
29 30
31
32 33