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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
776
Blume Capital Management
California
$221K -$7.21K -25 -3%
HWA
777
HCR Wealth Advisors
California
$221K +$214K +743 New
GS
778
GTS Securities
Florida
$219K -$18.2K -63 -8%
IC
779
Iconiq Capital
California
$219K +$212K +736 New
QWP
780
Quotient Wealth Partners
Texas
$219K -$14.1K -49 -6%
GAM
781
Gemmer Asset Management
California
$216K – – –
ST
782
Smithfield Trust
Pennsylvania
$216K – – –
OF
783
Optimize Financial
California
$215K -$9.22K -32 -4%
CRI
784
Colonial River Investments
Virginia
$215K +$209K +724 New
VFA
785
Valeo Financial Advisors
Indiana
$213K -$23.9K -83 -10%
DWM
786
Drive Wealth Management
Utah
$212K +$206K +714 New
BA
787
Bristlecone Advisors
Washington
$208K -$28.8K -100 -13%
GCM
788
GKV Capital Management
California
$208K +$202K +700 New
NC
789
NovaPoint Capital
Georgia
$208K +$202K +700 New
OWM
790
OneAscent Wealth Management
Alabama
$206K -$20.2K -70 -9%
G
791
GenTrust
Florida
$206K +$199K +692 New
HCMG
792
Howard Capital Management Group
California
$205K – – –
HC
793
Hamilton Capital
Ohio
$204K +$198K +686 New
CAMG
794
CWA Asset Management Group
Florida
$204K -$165K -573 -46%
PWPS
795
Pinnacle Wealth Planning Services
Ohio
$204K +$197K +684 New
CA
796
CSM Advisors
Pennsylvania
$203K +$196K +680 New
WA
797
Waverly Advisors
Alabama
$202K -$21.9K -76 -10%
MW
798
Marcum Wealth
Ohio
$202K +$196K +679 New
OC
799
Oppenheimer & Co
New York
$202K +$195K +678 New
BONST
800
Bank of Nova Scotia Trust
Ontario, Canada
$201K +$195K +675 New
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