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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
826
Geneos Wealth Management
Colorado
$29.7K +$240 +1 +0.8%
JWA
827
JFS Wealth Advisors
Pennsylvania
$29.7K +$13.2K +55 +77%
PD
828
Point72 (DIFC)
United Arab Emirates
$28.8K +$29.3K +122 New
OIAM
829
OFI Invest Asset Management
France
$27.5K +$30.3K +126 New
VWM
830
Venturi Wealth Management
Texas
$25.9K -$5.28K -22 -17%
RWM
831
Raffa Wealth Management
District of Columbia
$25.7K +$19.7K +82 +304%
ATC
832
Adirondack Trust Company
New York
$24.8K
BCWM
833
Bartlett & Co Wealth Management
Ohio
$24.5K
FMII
834
Farmers & Merchants Investments Inc
Nebraska
$23.8K
KSWA
835
Kathleen S. Wright Associates
Pennsylvania
$22.6K
FMP
836
Financial Management Professionals
Texas
$22K -$4.08K -17 -16%
GBT
837
Grove Bank & Trust
Florida
$21.5K
PCMC
838
Planning Capital Management Corporation
Pennsylvania
$21.2K
CT
839
Colonial Trust
South Carolina
$21.1K
AWM
840
Abound Wealth Management
Tennessee
$20.8K -$240 -1 -1%
AGWCA
841
Annis Gardner Whiting Capital Advisors
Florida
$19.8K +$480 +2 +2%
Group One Trading
842
Group One Trading
Illinois
$19.3K -$22.8K -95 -54%
FFL
843
Financial Freedom LLC
Ohio
$19.3K
C
844
Covestor
United Kingdom
$18K -$480 -2 -3%
FCA
845
FinTrust Capital Advisors
South Carolina
$17.7K
RA
846
Rise Advisors
New York
$17.7K +$18K +75 New
TFGT
847
TS Financial Group (TSFG)
Illinois
$17K +$240 +1 +1%
MCM
848
Manchester Capital Management
Vermont
$16.5K -$6K -25 -26%
AF
849
Advisornet Financial
Minnesota
$16.3K +$2.64K +11 +19%
QC
850
Quent Capital
New York
$15.1K -$2.64K -11 -15%