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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
801
Clean Yield Group
Vermont
$58.9K – – –
PMFA
802
Plante Moran Financial Advisors
Michigan
$58.9K +$60K +250 New
WIA
803
Wetzel Investment Advisors
Indiana
$58.3K +$721 +3 +1%
EWA
804
EverSource Wealth Advisors
Alabama
$57.4K +$10.1K +42 +19%
CW
805
Connectus Wealth
Ohio
$55.3K +$23.8K +99 +0.9%
WB
806
Webster Bank
Connecticut
$49K +$11K +46 +28%
CA
807
Crewe Advisors
Utah
$48.8K +$49.7K +207 New
JFGIW
808
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$48.1K -$101K -419 -67%
NS
809
NBC Securities
Alabama
$47K -$480 -2 -1%
BIA
810
Bell Investment Advisors
California
$46.2K – – –
VAG
811
VisionPoint Advisory Group
Texas
$43.8K +$17.5K +73 +65%
CPG
812
Cornerstone Planning Group
New Jersey
$43K -$7.45K -31 -15%
HWM
813
HighMark Wealth Management
Minnesota
$42.9K – – –
RTC
814
Riverview Trust Company
Washington
$40.1K +$40.8K +170 New
FFA
815
Frazier Financial Advisors
Ohio
$39.6K +$7.69K +32 +24%
CT
816
Clearstead Trust
Maine
$39.4K – – –
SIC
817
Salem Investment Counselors
North Carolina
$38.9K -$1.68K -7 -4%
GRP
818
Global Retirement Partners
California
$37.2K +$1.92K +8 +5%
HWA
819
Heritage Wealth Advisors
Virginia
$37K – – –
RIL
820
Rothschild Investment LLC
Illinois
$35.8K -$7.69K -32 -17%
DFA
821
DHJJ Financial Advisors
Illinois
$35.4K – – –
TC
822
Trust Company
Kansas
$33K +$33.6K +140 New
CCA
823
Catalyst Capital Advisors
New York
$31.8K -$240 -1 -0.7%
SSB
824
Sandy Spring Bank
Maryland
$31.1K -$18K -75 -36%
CFO
825
CVA Family Office
Colorado
$29.9K +$480 +2 +2%
31 32
33
34 35