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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
826
Addison Advisors
Vermont
$12.2K -$130K -736 -92%
AF
827
Align Financial
Minnesota
$11.7K – – –
DIP
828
DT Investment Partners
Pennsylvania
$11.5K -$2.64K -15 -19%
AS
829
Altshuler Shaham
Israel
$11.5K +$528 +3 +5%
MA
830
MCF Advisors
Kentucky
$11.5K +$704 +4 +7%
MCA
831
Midwest Capital Advisors
Michigan
$11.1K – – –
WFA
832
Wedbush Fund Advisers
California
$11.1K +$352 +2 +3%
CFM
833
Compass Financial Management
Florida
$11.1K +$10.9K +62 New
AW
834
Avion Wealth
Texas
$11K +$5.28K +30 +83%
FPF
835
First Pacific Financial
Washington
$10.8K +$10.6K +60 New
CA
836
CoreCap Advisors
Michigan
$10.6K +$1.06K +6 +11%
SWM
837
SHP Wealth Management
Massachusetts
$10.1K +$8.63K +49 +700%
BFP
838
Birchwood Financial Partners
Minnesota
$9.52K -$176 -1 -2%
AFC
839
Ares Financial Consulting
California
$9.52K – – –
HFS
840
Hughes Financial Services
Virginia
$9.52K +$1.58K +9 +20%
CSB
841
City State Bank
Iowa
$8.98K – – –
ADL
842
Asset Dedication LLC
California
$8.62K – – –
SIM
843
Synergy Investment Management
Florida
$8.46K +$1.76K +10 +28%
CA
844
Crewe Advisors
Utah
$8.44K +$4.58K +26 +124%
CFM
845
Cornerstone Financial Management
Massachusetts
$8.44K +$5.64K +32 +213%
PWA
846
Physician Wealth Advisors
Utah
$8.26K +$6.16K +35 +318%
KAS
847
Kemnay Advisory Services
New York
$8.26K -$1.23K -7 -13%
AWM
848
Activest Wealth Management
Florida
$8.26K +$5.28K +30 +188%
LI
849
LRI Investments
Florida
$8.08K -$70.1K -398 -90%
SMBT
850
Southern Michigan Bank & Trust
Michigan
$8.08K – – –
32 33
34
35 36