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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
JTBR
851
James T. Borello RIA
Illinois
$7.97K -$2.03K -10 -19%
KG
852
Kilter Group
New York
$7.59K +$7.31K +36 +900%
MCA
853
McGuire Capital Advisors
Oklahoma
$7.4K -$16.4K -81 -68%
CFFP
854
Center for Financial Planning
Michigan
$7.21K – – –
IAIM
855
International Assets Investment Management
Florida
$7.16K -$4.06K -20 -34%
AAG
856
Armstrong Advisory Group
Massachusetts
$7.02K – – –
SIM
857
Synergy Investment Management
Florida
$6.83K +$7.31K +36 New
Vanguard National Trust
858
Vanguard National Trust
Pennsylvania
$6.83K +$7.31K +36 New
RWM
859
Raffa Wealth Management
District of Columbia
$6.64K +$203 +1 +3%
JWA
860
JFS Wealth Advisors
Pennsylvania
$6.45K -$6.29K -31 -48%
VWA
861
Valued Wealth Advisors
Utah
$6.32K – – –
C
862
Covestor
United Kingdom
$6K -$5.68K -28 -46%
AW
863
Avion Wealth
Texas
$6K – – –
Bogart Wealth LLC
864
Bogart Wealth LLC
Virginia
$5.88K +$2.84K +14 +82%
EP
865
Essential Partners
California
$5.88K -$358K -1,765 -98%
TM
866
Torren Management
California
$5.88K – – –
First Command Advisory Services
867
First Command Advisory Services
Texas
$5.5K +$4.67K +23 +383%
B
868
Bayban
Minnesota
$5.5K +$5.89K +29 New
IWS
869
Intentional Wealth Strategies
Colorado
$5.5K +$5.89K +29 New
AIM
870
Anchor Investment Management
South Carolina
$5.12K – – –
HIA
871
HFM Investment Advisors
New Jersey
$4.93K -$203 -1 -4%
GCM
872
Gables Capital Management
Florida
$4.93K – – –
YAL
873
Your Advocates Ltd
Texas
$4.74K – – –
BGAI
874
Bruce G. Allen Investments
Colorado
$4.55K – – –
EPAM
875
Evelyn Partners Asset Management
$4.36K – – –