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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
MCA
851
McGuire Capital Advisors
Oklahoma
$7.4K -$16.4K -81 -68%
CFFP
852
Center for Financial Planning
Michigan
$7.21K
IAIM
853
International Assets Investment Management
Florida
$7.16K -$4.06K -20 -34%
AAG
854
Armstrong Advisory Group
Massachusetts
$7.02K
SIM
855
Synergy Investment Management
Florida
$6.83K +$7.31K +36 New
Vanguard National Trust
856
Vanguard National Trust
Pennsylvania
$6.83K +$7.31K +36 New
RWM
857
Raffa Wealth Management
District of Columbia
$6.64K +$203 +1 +3%
JWA
858
JFS Wealth Advisors
Pennsylvania
$6.45K -$6.29K -31 -48%
VWA
859
Valued Wealth Advisors
Utah
$6.32K
C
860
Covestor
United Kingdom
$6K -$5.68K -28 -46%
AW
861
Avion Wealth
Texas
$6K
BWL
862
Bogart Wealth LLC
Virginia
$5.88K +$2.84K +14 +82%
EP
863
Essential Partners
California
$5.88K -$358K -1,765 -98%
TM
864
Torren Management
California
$5.88K
FCAS
865
First Command Advisory Services
Texas
$5.5K +$4.67K +23 +383%
B
866
Bayban
Minnesota
$5.5K +$5.89K +29 New
IWS
867
Intentional Wealth Strategies
Colorado
$5.5K +$5.89K +29 New
AIM
868
Anchor Investment Management
South Carolina
$5.12K
HIA
869
HFM Investment Advisors
New Jersey
$4.93K -$203 -1 -4%
GCM
870
Gables Capital Management
Florida
$4.93K
YAL
871
Your Advocates Ltd
Texas
$4.74K
BGAI
872
Bruce G. Allen Investments
Colorado
$4.55K
EPAM
873
Evelyn Partners Asset Management
$4.36K
MFT
874
Moisand Fitzgerald Tamayo
Florida
$4.17K
PWMG
875
Prestige Wealth Management Group
New Jersey
$4.17K