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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
901
Abound Wealth Management
Tennessee
$23.2K -$2.88K -10 -11%
CPBTD
902
Central Pacific Bank - Trust Division
Hawaii
$22.6K +$1.15K +4 +6%
EPIM
903
Evelyn Partners Investment Management
$22K – – –
RA
904
Rise Advisors
New York
$21.6K -$1.15K -4 -5%
GEA
905
Glen Eagle Advisors
New Jersey
$20.7K – – –
HFS
906
Hantz Financial Services
Michigan
$20K +$19.3K +67 New
APW
907
Aventura Private Wealth
Florida
$19K – – –
JWA
908
JFS Wealth Advisors
Pennsylvania
$18.8K -$1.15K -4 -6%
QL
909
Quarry LP
New York
$18.8K +$18.2K +63 New
MCA
910
Midwest Capital Advisors
Michigan
$18.5K – – –
MA
911
MCF Advisors
Kentucky
$17.9K -$865 -3 -5%
SC
912
SouthState Corp
Florida
$17.6K +$10.1K +35 +146%
NC
913
NewSquare Capital
Pennsylvania
$17.3K +$14.1K +49 +544%
BCM
914
Bares Capital Management
Texas
$17.3K +$16.7K +58 New
CAL
915
Capital Advisors Ltd
Ohio
$17K +$3.46K +12 +26%
SCB
916
Saudi Central Bank
Saudi Arabia
$16.7K +$16.1K +56 New
HFS
917
Hughes Financial Services
Virginia
$15.8K +$15.3K +53 New
ATC
918
Adirondack Trust Company
New York
$15.2K -$15.6K -54 -51%
HI
919
Harbour Investments
Wisconsin
$14.9K -$1.73K -6 -11%
CSB
920
City State Bank
Iowa
$14.9K – – –
GGI
921
Godsey & Gibb Inc
Virginia
$14.9K – – –
GBT
922
Grove Bank & Trust
Florida
$14.9K +$3.17K +11 +28%
SL
923
Salomon & Ludwin
Virginia
$13.7K -$3.46K -12 -21%
W
924
WealthCollab
Washington
$13.1K +$12.7K +44 New
MSWA
925
Marshall & Sterling Wealth Advisors
New York
$13.1K +$12.7K +44 New
35 36
37
38 39