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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
776
Traphagen Investment Advisors
New Jersey
$208K +$227K +827 New
OAM
777
Occidental Asset Management
California
$207K +$37.3K +136 +20%
RT
778
Rockland Trust
Massachusetts
$207K +$226K +824 New
VFA
779
Valeo Financial Advisors
Indiana
$204K -$39K -142 -15%
QWP
780
Quotient Wealth Partners
Texas
$203K +$17K +62 +8%
BIA
781
Biondo Investment Advisors
Pennsylvania
$200K -$8.23K -30 -4%
GM
782
GeoWealth Management
Illinois
$200K -$9.06K -33 -4%
PCM
783
Penserra Capital Management
California
$194K +$2.2K +8 +1%
SWM
784
Spire Wealth Management
Virginia
$184K +$549 +2 +0.3%
ST
785
Smithfield Trust
Pennsylvania
$183K – – –
MG
786
Mather Group
Illinois
$176K -$72.5K -264 -27%
BC
787
Bayforest Capital
United Kingdom
$174K +$189K +690 New
HIA
788
Harbor Investment Advisory
Maryland
$168K – – –
FCT
789
Family Capital Trust
Massachusetts
$148K +$161K +588 New
PPC
790
Park Place Capital
Alabama
$146K -$10.7K -39 -6%
BCM
791
Blume Capital Management
California
$145K – – –
NC
792
North Capital
Utah
$142K +$25K +91 +19%
RIL
793
Rothschild Investment LLC
Illinois
$133K +$109K +397 +305%
EP
794
Essential Partners
California
$131K +$142K +518 +12,950%
SNB
795
Security National Bank
Nebraska
$130K +$4.12K +15 +3%
JFGIW
796
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$127K +$119K +435 +613%
HDIM
797
Hanson & Doremus Investment Management
Vermont
$126K -$5.21K -19 -4%
CSP
798
Cary Street Partners
Virginia
$115K -$19.2K -70 -13%
CH
799
Cromwell Holdings
Wyoming
$114K -$2.75K -10 -2%
AFG
800
Albion Financial Group
Utah
$114K +$1.37K +5 +1%
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