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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
776
Private Trust Company
Ohio
$33.9K -$473 -2 -1%
DCP
777
DSM Capital Partners
Florida
$33K +$32.7K +138 New
CCA
778
Catalyst Capital Advisors
New York
$32.5K +$6.87K +29 +27%
FFA
779
Frazier Financial Advisors
Ohio
$32.5K +$32.2K +136 New
VWM
780
Venturi Wealth Management
Texas
$31.5K +$7.34K +31 +31%
GWM
781
Geneos Wealth Management
Colorado
$29.9K +$237 +1 +0.8%
CFO
782
CVA Family Office
Colorado
$29.9K +$29.6K +125 New
VAG
783
VisionPoint Advisory Group
Texas
$27K -$31.2K -132 -54%
FMP
784
Financial Management Professionals
Texas
$26K
Loomis, Sayles & Company
785
Loomis, Sayles & Company
Massachusetts
$26K +$14.4K +61 +133%
ATC
786
Adirondack Trust Company
New York
$25.4K
BC
787
Bartlett & Co
Ohio
$25K
BCWM
788
Bartlett & Co Wealth Management
Ohio
$24.7K
FMII
789
Farmers & Merchants Investments Inc
Nebraska
$24.1K
CFD
790
Creative Financial Designs
Indiana
$23.9K -$29.6K -125 -56%
KSWA
791
Kathleen S. Wright Associates
Pennsylvania
$23.6K
MCM
792
Manchester Capital Management
Vermont
$22.7K -$22K -93 -49%
GBT
793
Grove Bank & Trust
Florida
$21.7K -$23.7K -100 -52%
PCMC
794
Planning Capital Management Corporation
Pennsylvania
$21.5K +$21.3K +90 New
CT
795
Colonial Trust
South Carolina
$21.4K
AWM
796
Abound Wealth Management
Tennessee
$21.1K +$237 +1 +1%
TCWA
797
Turtle Creek Wealth Advisors
Texas
$20.1K +$19.9K +84 New
SS
798
Sunbelt Securities
Texas
$19.9K -$8.52K -36 -30%
AGWCA
799
Annis Gardner Whiting Capital Advisors
Florida
$19.6K
FFL
800
Financial Freedom LLC
Ohio
$19.6K