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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
851
Geneos Wealth Management
Colorado
$32.5K – – –
KIM
852
Kestra Investment Management
Texas
$32.3K +$32.6K +117 New
SS
853
SBI Securities
Japan
$30K +$30.3K +109 New
RF
854
Roxbury Financial
New Jersey
$29.4K +$27.8K +100 New
CPG
855
Cornerstone Planning Group
New Jersey
$29.4K +$557 +2 +2%
ATC
856
Adirondack Trust Company
New York
$28.9K – – –
FFA
857
Frazier Financial Advisors
Ohio
$28.7K -$835 -3 -3%
BCWM
858
Bartlett & Co Wealth Management
Ohio
$28.6K – – –
FMII
859
Farmers & Merchants Investments Inc
Nebraska
$27.8K – – –
CWM
860
Centricity Wealth Management
Ohio
$27.8K +$28.1K +101 New
AGWCA
861
Annis Gardner Whiting Capital Advisors
Florida
$27.5K +$4.45K +16 +19%
SWM
862
Sugarloaf Wealth Management
Georgia
$27.5K +$27.8K +100 New
KSWA
863
Kathleen S. Wright Associates
Pennsylvania
$27.4K – – –
FMP
864
Financial Management Professionals
Texas
$27.1K +$278 +1 +1%
CT
865
Colonial Trust
South Carolina
$25.6K +$835 +3 +3%
JFGIW
866
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25.3K -$156K -561 -86%
MCM
867
Manchester Capital Management
Vermont
$25.1K +$20.9K +75 +469%
LFG
868
Larson Financial Group
Missouri
$25.1K +$6.96K +25 +38%
AWM
869
Abound Wealth Management
Tennessee
$24.2K – – –
NAAA
870
New Age Alpha Advisors
New York
$23.4K +$7.79K +28 +49%
FFL
871
Financial Freedom LLC
Ohio
$22.6K – – –
MAM
872
Meeder Asset Management
Ohio
$22K +$15.6K +56 +233%
C
873
Covestor
United Kingdom
$22K +$1.11K +4 +5%
DIP
874
DT Investment Partners
Pennsylvania
$21.8K – – –
RA
875
Rise Advisors
New York
$21.3K +$557 +2 +3%
33 34
35
36 37