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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
801
Virtue Capital Management
Tennessee
$233K -$81.3K -268 -26%
QWP
802
Quotient Wealth Partners
Texas
$232K +$3.33K +11 +1%
MWM
803
Maridea Wealth Management
New York
$231K +$225K +743 New
PCM
804
Polymer Capital Management
New York
$229K +$223K +736 New
SWM
805
Spire Wealth Management
Virginia
$227K -$477K -1,572 -68%
ST
806
Smithfield Trust
Pennsylvania
$226K – – –
CCA
807
Childress Capital Advisors
Texas
$226K +$220K +725 New
SMA
808
Sage Mountain Advisors
Georgia
$225K +$219K +722 New
OF
809
Optimize Financial
California
$224K -$1.21K -4 -0.6%
UB
810
Umpqua Bank
Oregon
$219K +$220K +725 New
OC
811
Oppenheimer & Co
New York
$219K +$7.58K +25 +4%
BA
812
Bristlecone Advisors
Washington
$218K – – –
GCM
813
GKV Capital Management
California
$218K – – –
CA
814
CSM Advisors
Pennsylvania
$218K +$6.37K +21 +3%
SAI
815
Savvy Advisors Inc
New York
$218K +$212K +699 New
AWM
816
Axxcess Wealth Management
California
$218K -$368K -1,215 -63%
SCM
817
SCS Capital Management
Massachusetts
$217K -$28.8K -95 -12%
CI
818
Conning Inc
Connecticut
$216K +$210K +694 New
LA
819
LVW Advisors
New York
$216K -$29.1K -96 -12%
BAM
820
Blueshift Asset Management
New Jersey
$216K +$210K +692 New
PP
821
PDS Planning
Ohio
$216K +$210K +692 New
OAM
822
Occidental Asset Management
California
$215K +$209K +689 New
HCMG
823
Howard Capital Management Group
California
$214K – – –
WA
824
Waverly Advisors
Alabama
$214K +$2.12K +7 +1%
CRI
825
Colonial River Investments
Virginia
$212K -$7.58K -25 -3%
31 32
33
34 35