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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
FFL
876
Financial Freedom LLC
Ohio
$20.6K – – –
EFMH
877
E Fund Management (HK)
Hong Kong
$20.6K +$274 +1 +1%
RA
878
Rise Advisors
New York
$20.3K +$2.2K +8 +11%
DIP
879
DT Investment Partners
Pennsylvania
$19.9K – – –
FC
880
Financial Consulate
Maryland
$19.9K +$21.7K +79 New
AWM
881
Abound Wealth Management
Tennessee
$19.6K – – –
ATC
882
Adirondack Trust Company
New York
$19.1K -$1.65K -6 -7%
RF
883
Roxbury Financial
New Jersey
$18.9K – – –
EPIM
884
Evelyn Partners Investment Management
$18.6K -$34.9K -127 -63%
CCA
885
Catalyst Capital Advisors
New York
$17.6K -$128K -468 -87%
GEA
886
Glen Eagle Advisors
New Jersey
$17.5K – – –
APW
887
Aventura Private Wealth
Florida
$17.4K – – –
PWA
888
Physician Wealth Advisors
Utah
$17.1K +$16.7K +61 +871%
C
889
Covestor
United Kingdom
$17K +$274 +1 +2%
WA
890
Westfuller Advisors
New York
$16.1K +$17.6K +64 New
MCA
891
Midwest Capital Advisors
Michigan
$15.6K – – –
MA
892
MCF Advisors
Kentucky
$15.1K – – –
JWA
893
JFS Wealth Advisors
Pennsylvania
$14.8K -$549 -2 -3%
BCM
894
Bares Capital Management
Texas
$14.6K – – –
VCM
895
Versant Capital Management
Arizona
$14.1K -$138K -503 -90%
MPW
896
MASECO Private Wealth
$12.6K – – –
FFO
897
Fortitude Family Office
Arizona
$12.6K -$549 -2 -4%
CSB
898
City State Bank
Iowa
$12.6K – – –
GGI
899
Godsey & Gibb Inc
Virginia
$12.6K – – –
ADL
900
Asset Dedication LLC
California
$12.1K +$3.57K +13 +37%
34 35
36
37 38