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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
826
Catalyst Capital Advisors
New York
$36.9K +$489 +2 +1%
CT
827
Clearstead Trust
Maine
$33.7K -$10.3K -42 -25%
CCM
828
Chilton Capital Management
Texas
$33.7K +$30.6K +125 New
CPG
829
Cornerstone Planning Group
New Jersey
$32K -$14.4K -59 -33%
IAIM
830
International Assets Investment Management
Florida
$31.3K +$28.4K +116 New
CFO
831
CVA Family Office
Colorado
$29.7K -$4.16K -17 -13%
RWM
832
Raffa Wealth Management
District of Columbia
$29.4K – – –
GWM
833
Geneos Wealth Management
Colorado
$28.6K -$4.89K -20 -16%
ATC
834
Adirondack Trust Company
New York
$28.3K – – –
BCWM
835
Bartlett & Co Wealth Management
Ohio
$28K – – –
KSWA
836
Kathleen S. Wright Associates
Pennsylvania
$27.7K – – –
FMII
837
Farmers & Merchants Investments Inc
Nebraska
$27.2K – – –
FMP
838
Financial Management Professionals
Texas
$25K – – –
CT
839
Colonial Trust
South Carolina
$24.4K – – –
PCMC
840
Planning Capital Management Corporation
Pennsylvania
$24.3K – – –
MAM
841
Meeder Asset Management
Ohio
$24K -$3.83M -15,644 -99%
AWM
842
Abound Wealth Management
Tennessee
$23.8K – – –
FCA
843
FinTrust Capital Advisors
South Carolina
$23.5K +$2.94K +12 +16%
AGWCA
844
Annis Gardner Whiting Capital Advisors
Florida
$23.2K +$489 +2 +2%
ATPW
845
Ashton Thomas Private Wealth
Arizona
$23.2K +$21K +86 New
FNWA
846
Financial Network Wealth Advisors
Utah
$22.3K +$20.3K +83 New
FFL
847
Financial Freedom LLC
Ohio
$22.1K – – –
C
848
Covestor
United Kingdom
$21K +$734 +3 +4%
RA
849
Rise Advisors
New York
$20.3K – – –
TFGT
850
TS Financial Group (TSFG)
Illinois
$20K – – –
32 33
34
35 36