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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
826
Hemington Wealth Management
Virginia
$40K +$39.5K +146 New
VWM
827
Venturi Wealth Management
Texas
$37K -$7.58K -28 -17%
AWM
828
Avior Wealth Management
Nebraska
$34.8K -$7.04K -26 -17%
ATS
829
Ashton Thomas Securities
New York
$34.3K +$34.7K +128 New
CT
830
Clearstead Trust
Maine
$33.5K – – –
GWM
831
Geneos Wealth Management
Colorado
$31.6K +$3.25K +12 +11%
IAIM
832
International Assets Investment Management
Florida
$31.1K – – –
CFO
833
CVA Family Office
Colorado
$30.8K +$1.35K +5 +5%
CPBTD
834
Central Pacific Bank - Trust Division
Hawaii
$28.7K -$399K -1,473 -93%
FFA
835
Frazier Financial Advisors
Ohio
$28.7K -$8.12K -30 -22%
ATC
836
Adirondack Trust Company
New York
$28.1K – – –
GSEP
837
Golden State Equity Partners
California
$28.1K +$28.4K +105 New
BCWM
838
Bartlett & Co Wealth Management
Ohio
$27.9K – – –
FMII
839
Farmers & Merchants Investments Inc
Nebraska
$27.1K – – –
KSWA
840
Kathleen S. Wright Associates
Pennsylvania
$26.8K – – –
CPG
841
Cornerstone Planning Group
New Jersey
$26.6K -$5.68K -21 -17%
FMP
842
Financial Management Professionals
Texas
$26K +$1.62K +6 +7%
LI
843
Louisbourg Investments
New Brunswick, Canada
$25.7K +$26K +96 New
PCMC
844
Planning Capital Management Corporation
Pennsylvania
$24.1K – – –
CT
845
Colonial Trust
South Carolina
$23.8K – – –
AWM
846
Abound Wealth Management
Tennessee
$23.7K – – –
FCA
847
FinTrust Capital Advisors
South Carolina
$23.3K – – –
AGWCA
848
Annis Gardner Whiting Capital Advisors
Florida
$22.5K -$541 -2 -2%
NFA
849
Northwest Financial Advisors
Virginia
$22K +$22.2K +82 New
FFL
850
Financial Freedom LLC
Ohio
$22K – – –
32 33
34
35 36