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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
876
Highland Investment Advisors
Florida
$4.32K +$4.23K +24 New
HNW
877
High Note Wealth
Minnesota
$4.31K +$1.58K +9 +60%
CA
878
Continuum Advisory
Idaho
$4.31K +$4.23K +24 New
BAM
879
Bellevue Asset Management
Washington
$4.31K +$4.23K +24 New
CTB
880
Country Trust Bank
Illinois
$4.13K +$2.64K +15 +188%
NSIM
881
North Star Investment Management
Illinois
$4.13K +$2.99K +17 +283%
MFT
882
Moisand Fitzgerald Tamayo
Florida
$3.95K – – –
PWMG
883
Prestige Wealth Management Group
New Jersey
$3.95K – – –
RWM
884
Raffa Wealth Management
District of Columbia
$3.77K -$2.47K -14 -40%
GWS
885
Greykasell Wealth Strategies
California
$3.77K – – –
PGAM
886
Princeton Global Asset Management
New Jersey
$3.77K – – –
JFA
887
JNBA Financial Advisors
Minnesota
$3.59K -$4.58K -26 -57%
TCOV
888
Trust Company of Vermont
Vermont
$3.59K +$3.52K +20 New
MGI
889
Miller Global Investments
Texas
$3.41K – – –
HWP
890
Highline Wealth Partners
California
$3.23K -$352 -2 -10%
AT
891
Arlington Trust
Alabama
$3.05K – – –
MEG
892
Millstone Evans Group
Colorado
$3.05K +$2.99K +17 New
BFS
893
Burkett Financial Services
South Carolina
$2.88K +$2.82K +16 New
BFS
894
Bare Financial Services
Pennsylvania
$2.87K +$2.82K +16 New
CIAM
895
Caitong International Asset Management
Hong Kong
$2.51K -$18.7K -106 -88%
LWCFA
896
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.51K – – –
SWM
897
Spire Wealth Management
Virginia
$2.33K +$881 +5 +63%
CSC
898
Caldwell Sutter Capital
California
$2.15K – – –
JWM
899
JPL Wealth Management
Colorado
$1.98K +$176 +1 +10%
Q1WB
900
Quest 10 Wealth Builders
Virginia
$1.98K +$352 +2 +22%
34 35
36
37 38