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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
GBT
851
Grove Bank & Trust
Florida
$7.72K
APFP
852
Action Point Financial Planning
Michigan
$7.36K +$7.92K +45 New
SC
853
SouthState Corp
Florida
$7.18K -$8.1K -46 -53%
KG
854
Kilter Group
New York
$7K -$176 -1 -3%
SGFG
855
Silver Grove Financial Group
New York
$6.83K +$6.69K +38 New
CFFP
856
Center for Financial Planning
Michigan
$6.82K
AAG
857
Armstrong Advisory Group
Massachusetts
$6.64K
PWMG
858
Private Wealth Management Group
New Jersey
$6.64K +$5.81K +33 +825%
Vanguard National Trust
859
Vanguard National Trust
Pennsylvania
$6.46K
GWM
860
Geneos Wealth Management
Colorado
$6.1K -$12.7K -72 -68%
VWA
861
Valued Wealth Advisors
Utah
$5.98K
MAM
862
Marquette Asset Management
Minnesota
$5.57K +$5.46K +31 New
TM
863
Torren Management
California
$5.57K
IAS
864
IMA Advisory Services
Colorado
$5.39K +$5.11K +29 +2,900%
SSG
865
Summit Securities Group
New York
$5.39K +$5.28K +30 New
HIA
866
HFM Investment Advisors
New Jersey
$5.21K +$528 +3 +12%
B
867
Bayban
Minnesota
$5.21K
MCA
868
McGuire Capital Advisors
Oklahoma
$4.85K -$2.11K -12 -31%
GCM
869
Gables Capital Management
Florida
$4.67K
GSWM
870
Golden State Wealth Management
California
$4.5K +$4.4K +25 New
YAL
871
Your Advocates Ltd
Texas
$4.49K
HIA
872
Highland Investment Advisors
Florida
$4.32K +$4.23K +24 New
HNW
873
High Note Wealth
Minnesota
$4.31K +$1.58K +9 +60%
CA
874
Continuum Advisory
Idaho
$4.31K +$4.23K +24 New
BAM
875
Bellevue Asset Management
Washington
$4.31K +$4.23K +24 New