We are live on ! Find out more
VRSK icon

Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
876
Cape Investment Advisory
Georgia
$2.39K +$2.37K +10 New
CTB
877
Country Trust Bank
Illinois
$2.39K +$2.37K +10 New
TCM
878
TD Capital Management
Tennessee
$2.15K +$2.13K +9 New
BBPWM
879
Blue Bell Private Wealth Management
Pennsylvania
$2.15K – – –
GI
880
Gradient Investments
Minnesota
$2.15K – – –
DF
881
Dunhill Financial
United Kingdom
$2.14K +$2.13K +9 New
BWM
882
Baystate Wealth Management
Massachusetts
$1.93K – – –
FFO
883
Fortitude Family Office
Arizona
$1.91K +$1.89K +8 New
PCTC
884
Perkins Coie Trust Company
Washington
$1.91K -$4.97K -21 -72%
NSIM
885
North Star Investment Management
Illinois
$1.43K – – –
BAM
886
Bellevue Asset Management
Washington
$1.19K – – –
CWC
887
Carolinas Wealth Consulting
North Carolina
$1.19K – – –
NMG
888
New Millennium Group
Utah
$1.19K – – –
TFA
889
Transamerica Financial Advisors
Florida
$1K – – –
VNA
890
Valley National Advisers
Pennsylvania
$1K +$1.42K +6 New
TWD
891
True Wealth Design
Ohio
$956 – – –
PWMG
892
Private Wealth Management Group
New Jersey
$956 +$947 +4 New
AWM
893
Avior Wealth Management
Nebraska
$955 -$947 -4 -50%
FGAM
894
Financial Gravity Asset Management
Texas
$887 +$710 +3 New
M
895
MOTCO
Texas
$717 – – –
DAM
896
Delta Asset Management
Tennessee
$717 +$710 +3 New
WPA
897
West Paces Advisors
Georgia
$717 +$710 +3 New
DWA
898
Delos Wealth Advisors
Texas
$478 – – –
PIS
899
POM Investment Strategies
North Carolina
$478 +$473 +2 New
BCMLT
900
Beacon Capital Management LLC (Tennessee)
Tennessee
$472 – – –
34 35
36
37 38