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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
751
Kelleher Financial Advisors
New York
$63.2K +$8.73K +43 +27%
MCM
752
Manchester Capital Management
Vermont
$63.2K -$12.6K -62 -16%
TFM
753
TFC Financial Management
Massachusetts
$59.2K -$14.2K -70 -18%
NEWAS
754
N.E.W. Advisory Services
Wisconsin
$56.9K -$58.9K -290 -49%
WFG
755
Wormser Freres Gestion
France
$54.2K -$3.35M -16,526 -98%
JSAM
756
J. Safra Asset Management
New York
$54.1K +$28K +138 +94%
WSFG
757
Wall Street Financial Group
Illinois
$54.1K +$57.8K +285 New
GAA
758
Global Assets Advisory
Florida
$52K +$55.6K +274 New
KFAS
759
Keating Financial Advisory Services
Kansas
$51.2K -$27.8K -137 -34%
CT
760
Clearstead Trust
Maine
$50.3K +$6.09K +30 +13%
ZBNA
761
Zions Bancorporation, National Association
Utah
$49.3K +$5.07K +25 +11%
PMFA
762
Plante Moran Financial Advisors
Michigan
$47.4K – – –
CT
763
Colonial Trust
South Carolina
$47.4K +$8.32K +41 +20%
SS
764
SBI Securities
Japan
$47.2K +$26.8K +132 +113%
CTC
765
Central Trust Company
Missouri
$45.9K -$128K -630 -72%
QL
766
Quarry LP
New York
$45.7K -$9.95K -49 -17%
RIL
767
Rothschild Investment LLC
Illinois
$40.4K -$214K -1,056 -83%
QC
768
Quent Capital
New York
$39.9K -$27.4K -135 -39%
JFGIW
769
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$38.9K -$47.7K -235 -53%
TGY2IT
770
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$38.9K +$41.6K +205 New
TC
771
Truvestments Capital
Florida
$36.8K -$2.03K -10 -5%
TFA
772
Transamerica Financial Advisors
Florida
$36.6K +$26.4K +130 +210%
BIA
773
Bell Investment Advisors
California
$34.7K +$203 +1 +0.5%
HWM
774
HighMark Wealth Management
Minnesota
$34.6K – – –
CFD
775
Creative Financial Designs
Indiana
$33.4K -$1.42K -7 -4%
29 30
31
32 33