We are live on ! Find out more
VRSK icon

Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
SC
801
Schubert & Co
Texas
$3K +$2.84K +13 New
SC
802
SouthState Corp
Florida
$3K +$2.84K +13 New
DHGWA
803
Dixon Hughes Goodman Wealth Advisors
North Carolina
$3K +$3.06K +14 New
S
804
Surevest
California
$3K +$3.06K +14 New
HVM
805
Harvest Volatility Management
Connecticut
$2.25K -$1.62M -7,420 -100%
ADL
806
Asset Dedication LLC
California
$2K – – –
BWM
807
Baystate Wealth Management
Massachusetts
$2K – – –
BAM
808
Bellevue Asset Management
Washington
$2K – – –
GI
809
Gradient Investments
Minnesota
$2K – – –
MWA
810
Moser Wealth Advisors
Washington
$2K – – –
TLFA
811
True Link Financial Advisors
California
$2K – – –
BBPWM
812
Blue Bell Private Wealth Management
Pennsylvania
$2K +$1.96K +9 New
ACA
813
Atlas Capital Advisors
Wyoming
$1.37K – – –
AWM
814
Avior Wealth Management
Nebraska
$1K – – –
CWC
815
Carolinas Wealth Consulting
North Carolina
$1K – – –
LAS
816
Lloyd Advisory Services
Georgia
$1K – – –
ACK
817
Andrew C. Karlinski
$1K +$655 +3 New
CCA
818
Column Capital Advisors
Indiana
$1K +$655 +3 New
GAM
819
Gemmer Asset Management
California
$1K +$655 +3 +100%
1IA
820
1834 Investment Advisors
Wisconsin
$1K +$873 +4 New
CWP
821
Concord Wealth Partners
Virginia
$1K +$873 +4 New
AA
822
Addison Advisors
Vermont
$1K +$1.09K +5 New
BFC
823
Bedel Financial Consulting
Indiana
$1K +$1.09K +5 New
BEI
824
Benjamin Edwards Inc
Missouri
$1K +$1.09K +5 New
CSWM
825
Cassady Schiller Wealth Management
Ohio
$1K +$1.09K +5 New