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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
Avior Wealth Management
801
Avior Wealth Management
Nebraska
$67.2K +$67.5K +281 +7,025%
CYG
802
Clean Yield Group
Vermont
$58.9K – – –
PMFA
803
Plante Moran Financial Advisors
Michigan
$58.9K +$60K +250 New
WIA
804
Wetzel Investment Advisors
Indiana
$58.3K +$721 +3 +1%
EverSource Wealth Advisors
805
EverSource Wealth Advisors
Alabama
$57.4K +$10.1K +42 +19%
Connectus Wealth
806
Connectus Wealth
Ohio
$55.3K +$23.8K +99 +0.9%
GAA
807
Global Assets Advisory
Florida
$49.1K +$50.7K +211 New
WB
808
Webster Bank
Connecticut
$49K +$11K +46 +28%
CA
809
Crewe Advisors
Utah
$48.8K +$49.7K +207 New
JFGIW
810
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$48.1K -$101K -419 -67%
NS
811
NBC Securities
Alabama
$47K -$480 -2 -1%
BIA
812
Bell Investment Advisors
California
$46.2K – – –
VAG
813
VisionPoint Advisory Group
Texas
$43.8K +$17.5K +73 +65%
CPG
814
Cornerstone Planning Group
New Jersey
$43K -$7.45K -31 -15%
HWM
815
HighMark Wealth Management
Minnesota
$42.9K – – –
RTC
816
Riverview Trust Company
Washington
$40.1K +$40.8K +170 New
FFA
817
Frazier Financial Advisors
Ohio
$39.6K +$7.69K +32 +24%
CT
818
Clearstead Trust
Maine
$39.4K – – –
Salem Investment Counselors
819
Salem Investment Counselors
North Carolina
$38.9K -$1.68K -7 -4%
Global Retirement Partners
820
Global Retirement Partners
California
$37.2K +$1.92K +8 +5%
Heritage Wealth Advisors
821
Heritage Wealth Advisors
Virginia
$37K – – –
RIL
822
Rothschild Investment LLC
Illinois
$35.8K -$7.69K -32 -17%
DFA
823
DHJJ Financial Advisors
Illinois
$35.4K – – –
TC
824
Trust Company
Kansas
$33K +$33.6K +140 New
Catalyst Capital Advisors
825
Catalyst Capital Advisors
New York
$31.8K -$240 -1 -0.7%