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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
-$56 -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