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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
776
GeoWealth Management
Illinois
$258K -$89.4K -295 -26%
BIA
777
Biondo Investment Advisors
Pennsylvania
$258K – – –
GSC
778
Ground Swell Capital
South Carolina
$257K +$250K +825 New
EBT
779
Enterprise Bank & Trust
Massachusetts
$257K – – –
MCC
780
Malaga Cove Capital
California
$255K – – –
VFA
781
Values First Advisors
Tennessee
$253K +$246K +813 New
DT
782
Diversified Trust
Tennessee
$252K -$20.3K -67 -8%
PA
783
Pinnacle Associates
New York
$248K +$241K +795 New
WAG
784
Winthrop Advisory Group
Massachusetts
$247K – – –
TWM
785
Trueblood Wealth Management
Ohio
$247K +$303 +1 +0.1%
OIA
786
OneDigital Investment Advisors
Kansas
$246K -$45.8K -151 -16%
LAM
787
Longboard Asset Management
Arizona
$246K – – –
S
788
Sunpointe
Missouri
$245K +$238K +786 New
GPW
789
Genesis Private Wealth
Virginia
$242K -$8.49K -28 -3%
KFC
790
Klingenstein Fields & Co
New York
$240K – – –
GAM
791
Gemmer Asset Management
California
$240K +$13K +43 +6%
PFM
792
Patton Fund Management
Texas
$240K +$233K +769 New
GWM
793
Gitterman Wealth Management
New Jersey
$239K +$232K +766 New
HKIMG
794
Hutchens & Kramer Investment Management Group
Indiana
$239K -$303 -1 -0.1%
PCM
795
Penserra Capital Management
California
$237K -$769K -2,537 -77%
S
796
SimplyRich
California
$237K – – –
DWM
797
Drive Wealth Management
Utah
$236K +$13.3K +44 +6%
NCFG
798
New Century Financial Group
New Jersey
$236K -$269K -886 -54%
AA
799
Alta Advisers
United Kingdom
$236K – – –
PWPS
800
Pinnacle Wealth Planning Services
Ohio
$235K +$21.2K +70 +10%
30 31
32
33 34