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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
776
MV Capital Management
Maryland
$11K +$1.31K +6 +14%
HIIFS
777
Harel Insurance Investments & Financial Services
Israel
$11K +$10.3K +47 New
CSB
778
City State Bank
Iowa
$11K +$10.9K +50 New
Optiver Holding
779
Optiver Holding
Netherlands
$10K – – –
LWA
780
Lenox Wealth Advisors
New York
$10K +$1.96K +9 +26%
CFFP
781
Center for Financial Planning
Michigan
$9K – – –
RIM
782
Rockbridge Investment Management
New York
$9K – – –
QC
783
Quent Capital
New York
$7K +$6.33K +29 New
RWM
784
Raffa Wealth Management
District of Columbia
$6.18K – – –
AIM
785
Anchor Investment Management
South Carolina
$6.18K +$5.89K +27 New
LWCFA
786
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K -$10.9K -50 -67%
BA
787
Bellwether Advisors
Nebraska
$6K – – –
JWM
788
Janiczek Wealth Management
Colorado
$6K – – –
WBC
789
West Branch Capital
Massachusetts
$6K – – –
BWM
790
BerganKDV Wealth Management
Minnesota
$6K +$3.93K +18 +225%
EWA
791
EverSource Wealth Advisors
Alabama
$6K +$5.46K +25 New
ZIG
792
Zullo Investment Group
Pennsylvania
$6K +$5.67K +26 New
SC
793
Sierra Capital
Florida
$6K +$5.89K +27 New
EBA
794
Eagle Bay Advisors
New York
$5K -$1.75K -8 -24%
ME
795
McIlrath & Eck
Washington
$5K – – –
APC
796
Aspire Private Capital
North Carolina
$5K +$4.36K +20 New
JWA
797
JFS Wealth Advisors
Pennsylvania
$4K +$4.15K +19 New
SWM
798
Selective Wealth Management
Virginia
$3K – – –
SCA
799
Stonebridge Capital Advisors
Minnesota
$3K +$1.31K +6 +67%
AIP
800
Ahrens Investment Partners
Louisiana
$3K +$2.4K +11 New