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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
876
Evergreen Private Wealth
Colorado
$10.4K – – –
NFSG
877
Newbridge Financial Services Group
Florida
$10.2K – – –
CFFP
878
Center for Financial Planning
Michigan
$10.2K – – –
AAG
879
Armstrong Advisory Group
Massachusetts
$9.91K – – –
VCM
880
Versant Capital Management
Arizona
$9.91K – – –
VWA
881
Valued Wealth Advisors
Utah
$9.73K +$812 +3 +9%
GBT
882
Grove Bank & Trust
Florida
$9.38K – – –
RWM
883
Raffa Wealth Management
District of Columbia
$9.11K -$20.3K -75 -69%
WC
884
Westwind Capital
New Mexico
$9K -$10.5M -38,770 -100%
ADL
885
Asset Dedication LLC
California
$8.84K – – –
RFS
886
Richardson Financial Services
Massachusetts
$8.09K – – –
RCM
887
Raleigh Capital Management
North Carolina
$7.77K +$812 +3 +12%
WBC
888
West Branch Capital
Massachusetts
$7.5K +$271 +1 +4%
DF
889
Dunhill Financial
United Kingdom
$7.26K +$3.79K +14 +108%
AIM
890
Anchor Investment Management
South Carolina
$7.24K – – –
IUHSA
891
Itau Unibanco Holding S.A.
Brazil
$7.24K +$7.31K +27 New
SS
892
Sunbelt Securities
Texas
$6.97K -$812 -3 -10%
GCM
893
Gables Capital Management
Florida
$6.97K +$7.04K +26 New
YAL
894
Your Advocates Ltd
Texas
$6.7K – – –
FWM
895
FSA Wealth Management
Massachusetts
$6.7K +$6.77K +25 New
MAM
896
Meeder Asset Management
Ohio
$6.43K -$17.6K -65 -73%
BGAI
897
Bruce G. Allen Investments
Colorado
$6.43K – – –
HCP
898
Hexagon Capital Partners
Arkansas
$6.43K +$1.08K +4 +20%
BBPWM
899
Blue Bell Private Wealth Management
Pennsylvania
$6.16K +$2.71K +10 +77%
MFT
900
Moisand Fitzgerald Tamayo
Florida
$5.9K – – –
34 35
36
37 38