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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
FG
826
Fairman Group
Pennsylvania
$9.79K +$9.71K +41 New
TCOV
827
Trust Company of Vermont
Vermont
$9.55K – – –
VWA
828
Valued Wealth Advisors
Utah
$9.5K +$9.47K +40 New
EPW
829
Evergreen Private Wealth
Colorado
$9.32K +$9.23K +39 New
NFSG
830
Newbridge Financial Services Group
Florida
$9.09K +$3.08K +13 +52%
LFG
831
Larson Financial Group
Missouri
$9.08K -$2.84K -12 -24%
CFFP
832
Center for Financial Planning
Michigan
$9.08K – – –
BGAI
833
Bruce G. Allen Investments
Colorado
$9.08K +$8.99K +38 New
AAG
834
Armstrong Advisory Group
Massachusetts
$8.84K – – –
ADL
835
Asset Dedication LLC
California
$8K – – –
TSWM
836
Tyler-Stone Wealth Management
Ohio
$7.17K – – –
RFS
837
Richardson Financial Services
Massachusetts
$7.17K +$7.1K +30 New
BWM
838
BKM Wealth Management
Wisconsin
$7.17K +$7.1K +30 New
WBC
839
West Branch Capital
Massachusetts
$6.45K – – –
AIM
840
Anchor Investment Management
South Carolina
$6.45K – – –
RWM
841
Raffa Wealth Management
District of Columbia
$6.45K – – –
CIR
842
Clear Investment Research
Georgia
$6.21K +$6.16K +26 New
FWM
843
FSA Wealth Management
Massachusetts
$6K +$5.92K +25 New
YAL
844
Your Advocates Ltd
Texas
$5.97K – – –
HCP
845
Hexagon Capital Partners
Arkansas
$5.73K +$2.84K +12 +100%
CCM
846
Chilton Capital Management
Texas
$5.49K +$5.45K +23 New
ME
847
McIlrath & Eck
Washington
$5.25K – – –
MFT
848
Moisand Fitzgerald Tamayo
Florida
$5.25K – – –
SIC
849
SJS Investment Consulting
Ohio
$5.02K +$237 +1 +5%
EBA
850
Eagle Bay Advisors
New York
$5.02K -$1.42K -6 -22%
32 33
34
35 36