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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
LI
851
LRI Investments
Florida
$8.08K -$70.1K -398 -90%
SMBT
852
Southern Michigan Bank & Trust
Michigan
$8.08K – – –
GBT
853
Grove Bank & Trust
Florida
$7.72K – – –
APFP
854
Action Point Financial Planning
Michigan
$7.36K +$7.92K +45 New
SC
855
SouthState Corp
Florida
$7.18K -$8.1K -46 -53%
KG
856
Kilter Group
New York
$7K -$176 -1 -3%
AIM
857
Anchor Investment Management
South Carolina
$7K +$2.11K +12 +44%
SGFG
858
Silver Grove Financial Group
New York
$6.83K +$6.69K +38 New
CFFP
859
Center for Financial Planning
Michigan
$6.82K – – –
AAG
860
Armstrong Advisory Group
Massachusetts
$6.64K – – –
PWMG
861
Private Wealth Management Group
New Jersey
$6.64K +$5.81K +33 +825%
Vanguard National Trust
862
Vanguard National Trust
Pennsylvania
$6.46K – – –
GWM
863
Geneos Wealth Management
Colorado
$6.1K -$12.7K -72 -68%
VWA
864
Valued Wealth Advisors
Utah
$5.98K – – –
MAM
865
Marquette Asset Management
Minnesota
$5.57K +$5.46K +31 New
TM
866
Torren Management
California
$5.57K – – –
IAS
867
IMA Advisory Services
Colorado
$5.39K +$5.11K +29 +2,900%
SSG
868
Summit Securities Group
New York
$5.39K +$5.28K +30 New
HIA
869
HFM Investment Advisors
New Jersey
$5.21K +$528 +3 +12%
B
870
Bayban
Minnesota
$5.21K – – –
MCA
871
McGuire Capital Advisors
Oklahoma
$4.85K -$2.11K -12 -31%
GCM
872
Gables Capital Management
Florida
$4.67K – – –
GSWM
873
Golden State Wealth Management
California
$4.5K +$4.4K +25 New
YAL
874
Your Advocates Ltd
Texas
$4.49K – – –
PWA
875
Principia Wealth Advisory
Texas
$4.49K +$2.11K +12 +92%