We are live on ! Find out more
VRSK icon

Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
876
Financial Management Professionals
Texas
$20.1K -$677 -3 -3%
TWD
877
True Wealth Design
Ohio
$19.9K +$13.1K +58 +187%
LI
878
Louisbourg Investments
New Brunswick, Canada
$18.6K – – –
AFC
879
Ares Financial Consulting
California
$18.6K +$18.7K +83 New
FFL
880
Financial Freedom LLC
Ohio
$18.3K – – –
DIP
881
DT Investment Partners
Pennsylvania
$17.7K – – –
AWM
882
Abound Wealth Management
Tennessee
$17.4K – – –
FC
883
Financial Consulate
Maryland
$17.4K -$226 -1 -1%
AWM
884
Activest Wealth Management
Florida
$17K +$13.3K +59 +347%
RF
885
Roxbury Financial
New Jersey
$16.8K – – –
EPIM
886
Evelyn Partners Investment Management
$16.6K – – –
APW
887
Aventura Private Wealth
Florida
$16.6K +$1.13K +5 +7%
MAM
888
Meeder Asset Management
Ohio
$16.3K +$11.5K +51 +232%
GKIM
889
GW&K Investment Management
Massachusetts
$16K -$25.1K -111 -61%
GEA
890
Glen Eagle Advisors
New Jersey
$15.6K – – –
CCM
891
Chilton Capital Management
Texas
$15.4K -$11.7K -52 -43%
CCA
892
Catalyst Capital Advisors
New York
$15.2K -$451 -2 -3%
JWA
893
JFS Wealth Advisors
Pennsylvania
$14.5K +$1.35K +6 +10%
AF
894
Align Financial
Minnesota
$14.5K +$3.28M +14,540 New
C
895
Covestor
United Kingdom
$14K -$903 -4 -6%
MCA
896
Midwest Capital Advisors
Michigan
$13.9K – – –
TFA
897
Transamerica Financial Advisors
Florida
$13.8K -$6.77K -30 -33%
SGK
898
Steigerwald Gordon & Koch
Virginia
$13.4K +$11.7K +52 +650%
EPG
899
Estate Planners Group
Pennsylvania
$13.3K +$13.3K +59 New
WA
900
WPG Advisers
Maryland
$13.2K -$9.03K -40 -40%
34 35
36
37 38