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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
AAMU
826
AEGON Asset Management (UK)
United Kingdom
$6K – – –
APC
827
Aspire Private Capital
North Carolina
$5.42K – – –
SIA
828
SkyView Investment Advisors
New Jersey
$5K +$2.1K +10 +100%
ME
829
McIlrath & Eck
Washington
$4.97K – – –
MFT
830
Moisand Fitzgerald Tamayo
Florida
$4.97K – – –
CTWM
831
Cherry Tree Wealth Management
Minnesota
$4.86K +$4.62K +22 New
GC
832
Globeflex Capital
California
$4.75K +$4.41K +21 New
SIC
833
SJS Investment Consulting
Ohio
$4.52K -$210 -1 -5%
JFA
834
JNBA Financial Advisors
Minnesota
$4.52K +$4.2K +20 New
EBA
835
Eagle Bay Advisors
New York
$4.29K -$1.05K -5 -21%
CAL
836
Capital Advisors Ltd
Ohio
$4K – – –
DI
837
Disciplined Investments
Oklahoma
$3.84K -$210 -1 -6%
GI
838
Gradient Investments
Minnesota
$3.62K +$3.36K +16 New
WTG
839
West Tower Group
Virginia
$3.62K +$3.36K +16 New
DIP
840
DT Investment Partners
Pennsylvania
$3.44K – – –
SWA
841
SOA Wealth Advisors
New York
$3.39K – – –
WP
842
WealthPLAN Partners
Nebraska
$3.16K +$2.94K +14 New
AW
843
Avion Wealth
Texas
$3K +$1.68K +8 +89%
HCP
844
Hexagon Capital Partners
Arkansas
$2.71K -$12.6K -60 -83%
BWL
845
Bogart Wealth LLC
Virginia
$2.71K – – –
CSC
846
Caldwell Sutter Capital
California
$2.71K +$2.52K +12 New
SC
847
SouthState Corp
Florida
$2.26K – – –
BBPWM
848
Blue Bell Private Wealth Management
Pennsylvania
$2.03K – – –
CAM
849
ClariVest Asset Management
California
$2K +$1.68K +8 New
BG
850
Bollard Group
Massachusetts
$2K +$2.1K +10 New
32 33
34
35 36