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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
ANBT
826
American National Bank & Trust
Texas
$10.5K -$14K -59 -57%
FG
827
Fairman Group
Pennsylvania
$9.79K +$9.71K +41 New
TCOV
828
Trust Company of Vermont
Vermont
$9.55K – – –
VWA
829
Valued Wealth Advisors
Utah
$9.5K +$9.47K +40 New
EPW
830
Evergreen Private Wealth
Colorado
$9.32K +$9.23K +39 New
NFSG
831
Newbridge Financial Services Group
Florida
$9.09K +$3.08K +13 +52%
LFG
832
Larson Financial Group
Missouri
$9.08K -$2.84K -12 -24%
CFFP
833
Center for Financial Planning
Michigan
$9.08K – – –
BGAI
834
Bruce G. Allen Investments
Colorado
$9.08K +$8.99K +38 New
AAG
835
Armstrong Advisory Group
Massachusetts
$8.84K – – –
ADL
836
Asset Dedication LLC
California
$8K – – –
TSWM
837
Tyler-Stone Wealth Management
Ohio
$7.17K – – –
RFS
838
Richardson Financial Services
Massachusetts
$7.17K +$7.1K +30 New
BWM
839
BKM Wealth Management
Wisconsin
$7.17K +$7.1K +30 New
WBC
840
West Branch Capital
Massachusetts
$6.45K – – –
AIM
841
Anchor Investment Management
South Carolina
$6.45K – – –
RWM
842
Raffa Wealth Management
District of Columbia
$6.45K – – –
CIR
843
Clear Investment Research
Georgia
$6.21K +$6.16K +26 New
FWM
844
FSA Wealth Management
Massachusetts
$6K +$5.92K +25 New
YAL
845
Your Advocates Ltd
Texas
$5.97K – – –
HCP
846
Hexagon Capital Partners
Arkansas
$5.73K +$2.84K +12 +100%
CCM
847
Chilton Capital Management
Texas
$5.49K +$5.45K +23 New
ME
848
McIlrath & Eck
Washington
$5.25K – – –
MFT
849
Moisand Fitzgerald Tamayo
Florida
$5.25K – – –
SIC
850
SJS Investment Consulting
Ohio
$5.02K +$237 +1 +5%
32 33
34
35 36