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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
801
Versant Capital Management
Arizona
$11.1K +$210 +1 +2%
CSB
802
City State Bank
Iowa
$11K – – –
TVWM
803
Tower View Wealth Management
Wisconsin
$11K +$3.78K +18 +58%
SSG
804
Summit Securities Group
New York
$11K +$9.87K +47 +4,700%
GRP
805
Global Retirement Partners
California
$9.72K – – –
PMFA
806
Plante Moran Financial Advisors
Michigan
$9.49K +$8.82K +42 New
TCOV
807
Trust Company of Vermont
Vermont
$9.04K – – –
CFFP
808
Center for Financial Planning
Michigan
$8.59K – – –
CA
809
Crewe Advisors
Utah
$8.59K +$1.26K +6 +19%
QC
810
Quent Capital
New York
$8.59K – – –
SCA
811
Stonebridge Capital Advisors
Minnesota
$8.59K +$5.04K +24 +171%
AAG
812
Armstrong Advisory Group
Massachusetts
$8.36K – – –
HI
813
Harbour Investments
Wisconsin
$8.36K -$23.5K -112 -75%
LFG
814
Larson Financial Group
Missouri
$8.36K – – –
LWP
815
Lumature Wealth Partners
Georgia
$8.14K – – –
ADL
816
Asset Dedication LLC
California
$8K – – –
IRC
817
Investors Research Corp
Georgia
$7.91K – – –
MCM
818
Manchester Capital Management
Vermont
$7.01K -$562K -2,677 -99%
TSWM
819
Tyler-Stone Wealth Management
Ohio
$7K +$6.3K +30 New
AP
820
Arlington Partners
Alabama
$6.55K -$21.6K -103 -78%
AIM
821
Anchor Investment Management
South Carolina
$6.1K – – –
RWM
822
Raffa Wealth Management
District of Columbia
$6.1K – – –
WBC
823
West Branch Capital
Massachusetts
$6.1K – – –
Loomis, Sayles & Company
824
Loomis, Sayles & Company
Massachusetts
$6K -$31.3K -149 -85%
AAMU
825
AEGON Asset Management (UK)
United Kingdom
$6K – – –