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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
KFI
801
Key Financial Inc
Pennsylvania
$112K +$549 +2 +0.4%
SOW
802
State of Wyoming
Wyoming
$110K +$10.4K +38 +10%
RFP
803
Root Financial Partners
California
$109K -$197K -717 -62%
IWA
804
Icon Wealth Advisors
Texas
$106K -$19.2K -70 -14%
MPWT
805
MassMutual Private Wealth & Trust
Connecticut
$103K -$31.3K -114 -22%
WSFS
806
Wilmington Savings Fund Society
Delaware
$103K -$137K -500 -55%
IA
807
IFP Advisors
Florida
$102K +$25.5K +93 +30%
OL
808
OneFund LLC
Florida
$97.1K +$3.02K +11 +3%
TFM
809
TFC Financial Management
Massachusetts
$96.4K
CSPIA
810
Cary Street Partners Investment Advisory
Virginia
$95K +$9.33K +34 +10%
MA
811
Montag & Associates
Georgia
$90.5K
TC
812
Truvestments Capital
Florida
$90.5K +$7.41K +27 +8%
OIAM
813
OFI Invest Asset Management
France
$90.5K +$20.6K +75 +22%
NB
814
NBT Bank
New York
$85.8K
CIAM
815
Caitong International Asset Management
Hong Kong
$80.7K +$36K +131 +69%
SIM
816
Sentry Investment Management
Wisconsin
$75K -$28.5K -104 -25%
Group One Trading
817
Group One Trading
Illinois
$74.7K -$163K -595 -67%
NEWAS
818
N.E.W. Advisory Services
Wisconsin
$72.9K
QC
819
Quent Capital
New York
$69.2K +$75.5K +275 New
AA
820
Ancora Advisors
Ohio
$68.2K
AIM
821
Arcadia Investment Management
Michigan
$62.9K -$184K -670 -73%
CYG
822
Clean Yield Group
Vermont
$62.9K
PMFA
823
Plante Moran Financial Advisors
Michigan
$62.9K
HFS
824
Hantz Financial Services
Michigan
$61K +$36.8K +134 +123%
WANY
825
Wealthspire Advisors (New York)
New York
$60.8K +$66.4K +242 New