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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
876
Golden State Equity Partners
California
$4.17K +$4.46K +22 New
AWM
877
Abound Wealth Management
Tennessee
$4.09K -$11.4K -56 -72%
PGAM
878
Princeton Global Asset Management
New Jersey
$3.98K – – –
CA
879
Crewe Advisors
Utah
$3.98K +$2.84K +14 +200%
GWS
880
Greykasell Wealth Strategies
California
$3.98K +$4.26K +21 New
ACM
881
Aster Capital Management
United Arab Emirates
$3.87K +$2.64K +13 New
SS
882
Sunbelt Securities
Texas
$3.79K -$4.26K -21 -51%
DWM
883
Dogwood Wealth Management
Kansas
$3.79K +$1.62K +8 +67%
HWP
884
Highline Wealth Partners
California
$3.79K +$2.64K +13 +186%
MGI
885
Miller Global Investments
Texas
$3.6K – – –
AT
886
Arlington Trust
Alabama
$3.23K +$3.45K +17 New
AWM
887
Activest Wealth Management
Florida
$3.04K -$12.2K -60 -79%
CCWM
888
Cassaday & Co Wealth Management
Virginia
$2.85K +$3.04K +15 New
CFM
889
Cornerstone Financial Management
Massachusetts
$2.85K -$3.65K -18 -55%
HNW
890
High Note Wealth
Minnesota
$2.85K -$3.45K -17 -53%
DJSG
891
D.J. St. Germain
Massachusetts
$2.85K – – –
AF
892
Advisornet Financial
Minnesota
$2.66K -$6.09K -30 -68%
LWMI
893
Legacy Wealth Management (Idaho)
Idaho
$2.66K +$609 +3 +27%
S
894
Sachetta
Massachusetts
$2.66K +$812 +4 +40%
LWCFA
895
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.3K +$2.84K +14 New
FFO
896
Fortitude Family Office
Arizona
$2.28K -$1.42K -7 -37%
ACM
897
Anfield Capital Management
California
$2.28K – – –
CSC
898
Caldwell Sutter Capital
California
$2.28K – – –
WA
899
Westfuller Advisors
New York
$2.15K -$8.12K -40 -78%
PWA
900
Physician Wealth Advisors
Utah
$2.09K -$2.23K -11 -50%
34 35
36
37 38