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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
851
Beaird Harris Wealth Management
Texas
$3.07K +$3.06K +13 New
CAM
852
ClariVest Asset Management
California
$3K +$707 +3 +38%
VF
853
VitalStone Financial
Texas
$3K +$2.59K +11 New
BWL
854
Bogart Wealth LLC
Virginia
$2.83K – – –
CSC
855
Caldwell Sutter Capital
California
$2.83K – – –
HCP
856
Hexagon Capital Partners
Arkansas
$2.83K – – –
SC
857
SouthState Corp
Florida
$2.36K – – –
First Manhattan
858
First Manhattan
New York
$2.36K +$2.36K +10 New
GI
859
Gradient Investments
Minnesota
$2.13K -$1.65K -7 -44%
BBPWM
860
Blue Bell Private Wealth Management
Pennsylvania
$2.13K – – –
BWM
861
Baystate Wealth Management
Massachusetts
$1.91K – – –
AWM
862
Avior Wealth Management
Nebraska
$1.89K – – –
NSIM
863
North Star Investment Management
Illinois
$1.42K – – –
BAM
864
Bellevue Asset Management
Washington
$1.18K – – –
NMG
865
New Millennium Group
Utah
$1.18K – – –
CWC
866
Carolinas Wealth Consulting
North Carolina
$1.14K – – –
CA
867
Centerpoint Advisors
Massachusetts
$1K – – –
TFA
868
Transamerica Financial Advisors
Florida
$1K – – –
TWD
869
True Wealth Design
Ohio
$945 – – –
M
870
MOTCO
Texas
$709 -$471 -2 -40%
DWA
871
Delos Wealth Advisors
Texas
$485 – – –
FSWA
872
Financial Synergies Wealth Advisors
Texas
$473 – – –
BCMLT
873
Beacon Capital Management LLC (Tennessee)
Tennessee
$452 – – –
CTA
874
Colonial Trust Advisors
South Carolina
$236 – – –
CSS
875
Cubist Systematic Strategies
Connecticut
– -$39M -172,527 Closed