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Verisk Analytics

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