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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
901
Prestige Wealth Management Group
New Jersey
$5.9K
ME
902
McIlrath & Eck
Washington
$5.89K
GC
903
Globeflex Capital
California
$5.63K
JFA
904
JNBA Financial Advisors
Minnesota
$5.36K
SIC
905
SJS Investment Consulting
Ohio
$5.36K
WWP
906
WR Wealth Planners
Missouri
$5.36K +$1.08K +4 +25%
CAS
907
Coppell Advisory Solutions
Texas
$5.02K
TFGT
908
TS Financial Group (TSFG)
Illinois
$5K -$15.2K -56 -76%
DPW
909
DiNuzzo Private Wealth
Pennsylvania
$4.82K
CPA
910
Capital Performance Advisors
California
$4.82K +$4.87K +18 New
RWM
911
Reston Wealth Management
Virginia
$4.55K +$4.6K +17 New
BCMLT
912
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.29K
MCM
913
Manchester Capital Management
Vermont
$4.29K -$13.5K -50 -76%
EBA
914
Eagle Bay Advisors
New York
$4.29K
TIM
915
Tortoise Investment Management
New York
$4.02K
AW
916
Avion Wealth
Texas
$4K +$541 +2 +13%
PPA
917
Painted Porch Advisors
California
$3.79K
S
918
Sachetta
Massachusetts
$3.75K
AS
919
Altshuler Shaham
Israel
$3.75K
SWA
920
SOA Wealth Advisors
New York
$3.48K
ACM
921
Anfield Capital Management
California
$3.22K
BWL
922
Bogart Wealth LLC
Virginia
$3.22K
CSC
923
Caldwell Sutter Capital
California
$3.22K
CAM
924
ClariVest Asset Management
California
$2.97K
SC
925
SouthState Corp
Florida
$2.68K