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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
901
JNBA Financial Advisors
Minnesota
$5.39K – – –
SIC
902
SJS Investment Consulting
Ohio
$5.39K – – –
CAS
903
Coppell Advisory Solutions
Texas
$5.12K +$4.65K +19 New
SSG
904
Summit Securities Group
New York
$5K +$4.65K +19 New
DPW
905
DiNuzzo Private Wealth
Pennsylvania
$4.85K +$489 +2 +13%
BCMLT
906
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.32K – – –
EBA
907
Eagle Bay Advisors
New York
$4.31K – – –
WWP
908
WR Wealth Planners
Missouri
$4.31K +$2.45K +10 +167%
DIP
909
DT Investment Partners
Pennsylvania
$4.04K – – –
TIM
910
Tortoise Investment Management
New York
$4.04K – – –
S
911
Sachetta
Massachusetts
$4K -$11.3K -46 -77%
AW
912
Avion Wealth
Texas
$4K -$245 -1 -6%
PPA
913
Painted Porch Advisors
California
$3.81K +$3.43K +14 New
AS
914
Altshuler Shaham
Israel
$3.77K -$489 -2 -13%
DF
915
Dunhill Financial
United Kingdom
$3.58K +$489 +2 +18%
SWA
916
SOA Wealth Advisors
New York
$3.5K -$489 -2 -13%
BBPWM
917
Blue Bell Private Wealth Management
Pennsylvania
$3.5K – – –
BWL
918
Bogart Wealth LLC
Virginia
$3.23K – – –
CSC
919
Caldwell Sutter Capital
California
$3.23K – – –
ACM
920
Anfield Capital Management
California
$3.23K +$2.94K +12 New
CC
921
Cultivar Capital
Texas
$3.23K +$2.94K +12 New
FW
922
Fairway Wealth
Ohio
$3.23K +$2.94K +12 New
CAM
923
ClariVest Asset Management
California
$2.97K -$1.96K -8 -42%
SC
924
SouthState Corp
Florida
$2.7K -$4.16K -17 -63%
WIA
925
Wetzel Investment Advisors
Indiana
$2.59K -$61.2K -250 -96%
35 36
37
38 39