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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
901
Horizon Financial Services
North Carolina
$1.79K +$1.76K +10 New
DWM
902
Dogwood Wealth Management
Kansas
$1.62K -$1.94K -11 -55%
BHWM
903
Beaird Harris Wealth Management
Texas
$1.62K -$352 -2 -18%
SC
904
Solstein Capital
California
$1.62K – – –
TIM
905
Thompson Investment Management
Wisconsin
$1.62K – – –
BFPW
906
BOK Financial Private Wealth
Colorado
$1.62K +$1.58K +9 New
BTD
907
BankPlus Trust Department
Mississippi
$1.44K – – –
SGK
908
Steigerwald Gordon & Koch
Virginia
$1.44K – – –
IPS
909
Investors Portfolio Services
Washington
$1.44K +$1.41K +8 New
WA
910
Whipplewood Advisors
Colorado
$1.26K -$8.1K -46 -87%
TCM
911
Triumph Capital Management
Colorado
$1.26K -$704 -4 -36%
AEPWM
912
Atlantic Edge Private Wealth Management
Florida
$1.26K – – –
MB
913
MidFirst Bank
Oklahoma
$1.26K – – –
SRCM
914
Signature Resources Capital Management
California
$1.26K – – –
WTA
915
Washington Trust Advisors
Massachusetts
$1.26K +$352 +2 +40%
PS
916
Planning Strategies
Pennsylvania
$1.26K +$1.23K +7 New
PIS
917
POM Investment Strategies
North Carolina
$1.26K +$1.23K +7 New
BW
918
Basepoint Wealth
Iowa
$1.09K – – –
TAP
919
Tounjian Advisory Partners
Florida
$1.08K +$1.06K +6 New
FC
920
Financial Consulate
Maryland
$1.08K -$15.9K -90 -94%
DPW
921
DiNuzzo Private Wealth
Pennsylvania
$1.08K -$881 -5 -45%
NL
922
NVWM LLC
Pennsylvania
$1.08K -$881 -5 -45%
RS
923
Rakuten Securities
Japan
$1.08K – – –
PWA
924
Provenance Wealth Advisors
Florida
$1.08K +$1.06K +6 New
BHWM
925
Bay Harbor Wealth Management
Maryland
$898 -$352 -2 -29%
35 36
37
38 39