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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
851
Congress Asset Management
Massachusetts
– -$212K -925 Closed
MPM
852
MBB Public Markets
Illinois
– -$211K -924 Closed
GA
853
Geller Advisors
New York
– -$206K -902 Closed
BFA
854
Beaumont Financial Advisors
Massachusetts
– -$204K -892 Closed
OWA
855
Opal Wealth Advisors
New York
– -$203K -888 Closed
NRW
856
Nova R Wealth
Kansas
– -$202K -881 Closed
EFS
857
Essex Financial Services
Connecticut
– -$200K -876 Closed
FNBT
858
FineMark National Bank & Trust
Florida
– -$200K -876 Closed
IPW
859
IronBridge Private Wealth
Texas
– -$129K -566 Closed
Parallax Volatility Advisers
860
Parallax Volatility Advisers
California
– -$89.9K -456 Closed
PPWM
861
PFG Private Wealth Management
Florida
– -$102K -446 Closed
TCWM
862
Total Clarity Wealth Management
Illinois
– -$91K -400 Closed
CA
863
Cornerstone Advisory
Maryland
– -$82K -360 Closed
CWS
864
Confluence Wealth Services
Pennsylvania
– -$60K -266 Closed
FFG
865
Ford Financial Group
California
– -$56K -249 Closed
TCWA
866
Ten Capital Wealth Advisors
Washington
– -$49K -213 Closed
EPM
867
Equitec Proprietary Markets
Illinois
– -$34K -150 Closed
KPCM
868
Kings Point Capital Management
New York
– -$23K -101 Closed
WOC
869
West Oak Capital
California
– -$23K -100 Closed
AWA
870
Amplius Wealth Advisors
Pennsylvania
– -$14K -64 Closed
DFCM
871
Dark Forest Capital Management
Puerto Rico
– -$14K -61 Closed
TCOV
872
Trust Company of Vermont
Vermont
– -$14K -60 Closed
JFA
873
JNBA Financial Advisors
Minnesota
– -$13K -59 Closed
ACM
874
Absolute Capital Management
Pennsylvania
– -$13K -57 Closed
MP
875
McDonald Partners
Ohio
– -$13K -57 Closed