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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
776
Harel Insurance Investments & Financial Services
Israel
$11K +$10.3K +47 New
CSB
777
City State Bank
Iowa
$11K +$10.9K +50 New
Optiver Holding
778
Optiver Holding
Netherlands
$10K
LWA
779
Lenox Wealth Advisors
New York
$10K +$1.96K +9 +26%
CFFP
780
Center for Financial Planning
Michigan
$9K
RIM
781
Rockbridge Investment Management
New York
$9K
QC
782
Quent Capital
New York
$7K +$6.33K +29 New
RWM
783
Raffa Wealth Management
District of Columbia
$6.18K
AIM
784
Anchor Investment Management
South Carolina
$6.18K +$5.89K +27 New
LWCFA
785
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K -$10.9K -50 -67%
BA
786
Bellwether Advisors
Nebraska
$6K
JWM
787
Janiczek Wealth Management
Colorado
$6K
WBC
788
West Branch Capital
Massachusetts
$6K
BWM
789
BerganKDV Wealth Management
Minnesota
$6K +$3.93K +18 +225%
EWA
790
EverSource Wealth Advisors
Alabama
$6K +$5.46K +25 New
ZIG
791
Zullo Investment Group
Pennsylvania
$6K +$5.67K +26 New
SC
792
Sierra Capital
Florida
$6K +$5.89K +27 New
EBA
793
Eagle Bay Advisors
New York
$5K -$1.75K -8 -24%
ME
794
McIlrath & Eck
Washington
$5K
APC
795
Aspire Private Capital
North Carolina
$5K +$4.36K +20 New
JWA
796
JFS Wealth Advisors
Pennsylvania
$4K +$4.15K +19 New
SWM
797
Selective Wealth Management
Virginia
$3K
SCA
798
Stonebridge Capital Advisors
Minnesota
$3K +$1.31K +6 +67%
AIP
799
Ahrens Investment Partners
Louisiana
$3K +$2.4K +11 New
SC
800
Schubert & Co
Texas
$3K +$2.84K +13 New