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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
APC
826
Aspire Private Capital
North Carolina
$5.42K – – –
SIA
827
SkyView Investment Advisors
New Jersey
$5K +$2.1K +10 +100%
ME
828
McIlrath & Eck
Washington
$4.97K – – –
MFT
829
Moisand Fitzgerald Tamayo
Florida
$4.97K – – –
CTWM
830
Cherry Tree Wealth Management
Minnesota
$4.86K +$4.62K +22 New
GC
831
Globeflex Capital
California
$4.75K +$4.41K +21 New
SIC
832
SJS Investment Consulting
Ohio
$4.52K -$210 -1 -5%
JFA
833
JNBA Financial Advisors
Minnesota
$4.52K +$4.2K +20 New
EBA
834
Eagle Bay Advisors
New York
$4.29K -$1.05K -5 -21%
CAL
835
Capital Advisors Ltd
Ohio
$4K – – –
DI
836
Disciplined Investments
Oklahoma
$3.84K -$210 -1 -6%
GI
837
Gradient Investments
Minnesota
$3.62K +$3.36K +16 New
WTG
838
West Tower Group
Virginia
$3.62K +$3.36K +16 New
DIP
839
DT Investment Partners
Pennsylvania
$3.44K – – –
SWA
840
SOA Wealth Advisors
New York
$3.39K – – –
WP
841
WealthPLAN Partners
Nebraska
$3.16K +$2.94K +14 New
AW
842
Avion Wealth
Texas
$3K +$1.68K +8 +89%
HCP
843
Hexagon Capital Partners
Arkansas
$2.71K -$12.6K -60 -83%
BWL
844
Bogart Wealth LLC
Virginia
$2.71K – – –
CSC
845
Caldwell Sutter Capital
California
$2.71K +$2.52K +12 New
SC
846
SouthState Corp
Florida
$2.26K – – –
BBPWM
847
Blue Bell Private Wealth Management
Pennsylvania
$2.03K – – –
CAM
848
ClariVest Asset Management
California
$2K +$1.68K +8 New
BG
849
Bollard Group
Massachusetts
$2K +$2.1K +10 New
BWM
850
Baystate Wealth Management
Massachusetts
$1.82K – – –