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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
901
Truvestments Capital
Florida
$11K – – –
EPW
902
Evergreen Private Wealth
Colorado
$10.7K – – –
GBT
903
Grove Bank & Trust
Florida
$10.7K +$1.11K +4 +11%
NFSG
904
Newbridge Financial Services Group
Florida
$10.5K – – –
CFFP
905
Center for Financial Planning
Michigan
$10.5K – – –
AF
906
Atala Financial
California
$10.5K +$10.6K +38 New
AAG
907
Armstrong Advisory Group
Massachusetts
$10.2K – – –
CWP
908
Clark Wealth Partners
Illinois
$10.2K +$10.3K +37 New
DF
909
Dunhill Financial
United Kingdom
$9.43K +$1.95K +7 +26%
RWM
910
Raffa Wealth Management
District of Columbia
$9.37K – – –
VWA
911
Valued Wealth Advisors
Utah
$9.18K -$835 -3 -8%
ADL
912
Asset Dedication LLC
California
$9.09K – – –
SIC
913
SJS Investment Consulting
Ohio
$9.09K +$3.62K +13 +65%
KI
914
Kapitalo Investimentos
Brazil
$9.09K +$9.18K +33 New
SIM
915
Synergy Investment Management
Florida
$8.81K +$8.9K +32 New
TCOV
916
Trust Company of Vermont
Vermont
$8.54K -$9.74K -35 -53%
RFS
917
Richardson Financial Services
Massachusetts
$8.27K – – –
WBC
918
West Branch Capital
Massachusetts
$7.71K – – –
FNWA
919
Financial Network Wealth Advisors
Utah
$7.44K -$11.1K -40 -60%
RCM
920
Raleigh Capital Management
North Carolina
$7.44K -$557 -2 -7%
AIM
921
Anchor Investment Management
South Carolina
$7.44K – – –
HCP
922
Hexagon Capital Partners
Arkansas
$7.44K +$835 +3 +13%
SS
923
Sunbelt Securities
Texas
$7.17K – – –
GCM
924
Gables Capital Management
Florida
$7.16K – – –
FWM
925
FSA Wealth Management
Massachusetts
$6.89K – – –
35 36
37
38 39