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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
BCV
901
Banque Cantonale Vaudoise
Switzerland
$1.95K +$428K +2,433 +29%
BCWM
902
Bartlett & Co Wealth Management
Ohio
$1.79K +$1.41K +8 +400%
KCM
903
Key Capital Management
Tennessee
$1.79K +$1.58K +9 +900%
CIA
904
Cape Investment Advisory
Georgia
$1.79K +$1.76K +10 New
HFS
905
Horizon Financial Services
North Carolina
$1.79K +$1.76K +10 New
DWM
906
Dogwood Wealth Management
Kansas
$1.62K -$1.94K -11 -55%
BHWM
907
Beaird Harris Wealth Management
Texas
$1.62K -$352 -2 -18%
SC
908
Solstein Capital
California
$1.62K – – –
TIM
909
Thompson Investment Management
Wisconsin
$1.62K – – –
BFPW
910
BOK Financial Private Wealth
Colorado
$1.62K +$1.58K +9 New
BTD
911
BankPlus Trust Department
Mississippi
$1.44K – – –
SGK
912
Steigerwald Gordon & Koch
Virginia
$1.44K – – –
IPS
913
Investors Portfolio Services
Washington
$1.44K +$1.41K +8 New
WA
914
Whipplewood Advisors
Colorado
$1.26K -$8.1K -46 -87%
TCM
915
Triumph Capital Management
Colorado
$1.26K -$704 -4 -36%
AEPWM
916
Atlantic Edge Private Wealth Management
Florida
$1.26K – – –
MB
917
MidFirst Bank
Oklahoma
$1.26K – – –
SRCM
918
Signature Resources Capital Management
California
$1.26K – – –
WTA
919
Washington Trust Advisors
Massachusetts
$1.26K +$352 +2 +40%
PS
920
Planning Strategies
Pennsylvania
$1.26K +$1.23K +7 New
PIS
921
POM Investment Strategies
North Carolina
$1.26K +$1.23K +7 New
BW
922
Basepoint Wealth
Iowa
$1.09K – – –
TAP
923
Tounjian Advisory Partners
Florida
$1.08K +$1.06K +6 New
FC
924
Financial Consulate
Maryland
$1.08K -$15.9K -90 -94%
DPW
925
DiNuzzo Private Wealth
Pennsylvania
$1.08K -$881 -5 -45%
35 36
37
38 39