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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
826
Bogart Wealth LLC
Virginia
$12.8K +$7.04K +40 +129%
MAM
827
Meeder Asset Management
Ohio
$12.6K +$3.7K +21 +43%
AA
828
Addison Advisors
Vermont
$12.2K -$130K -736 -92%
AF
829
Align Financial
Minnesota
$11.7K – – –
DIP
830
DT Investment Partners
Pennsylvania
$11.5K -$2.64K -15 -19%
AS
831
Altshuler Shaham
Israel
$11.5K +$528 +3 +5%
MA
832
MCF Advisors
Kentucky
$11.5K +$704 +4 +7%
MCA
833
Midwest Capital Advisors
Michigan
$11.1K – – –
WFA
834
Wedbush Fund Advisers
California
$11.1K +$352 +2 +3%
CFM
835
Compass Financial Management
Florida
$11.1K +$10.9K +62 New
AW
836
Avion Wealth
Texas
$11K +$5.28K +30 +83%
FPF
837
First Pacific Financial
Washington
$10.8K +$10.6K +60 New
CA
838
CoreCap Advisors
Michigan
$10.6K +$1.06K +6 +11%
SWM
839
SHP Wealth Management
Massachusetts
$10.1K +$8.63K +49 +700%
BFP
840
Birchwood Financial Partners
Minnesota
$9.52K -$176 -1 -2%
AFC
841
Ares Financial Consulting
California
$9.52K – – –
HFS
842
Hughes Financial Services
Virginia
$9.52K +$1.58K +9 +20%
CSB
843
City State Bank
Iowa
$8.98K – – –
ADL
844
Asset Dedication LLC
California
$8.62K – – –
SIM
845
Synergy Investment Management
Florida
$8.46K +$1.76K +10 +28%
CA
846
Crewe Advisors
Utah
$8.44K +$4.58K +26 +124%
CFM
847
Cornerstone Financial Management
Massachusetts
$8.44K +$5.64K +32 +213%
PWA
848
Physician Wealth Advisors
Utah
$8.26K +$6.16K +35 +318%
KAS
849
Kemnay Advisory Services
New York
$8.26K -$1.23K -7 -13%
AWM
850
Activest Wealth Management
Florida
$8.26K +$5.28K +30 +188%
32 33
34
35 36