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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
JSAM
901
J. Safra Asset Management
New York
$45.8K
TCOT
902
Trust Company of Toledo
Ohio
$41.1K +$40K +132 New
RIL
903
Rothschild Investment LLC
Illinois
$40.5K -$12.4K -41 -24%
BCWM
904
Bartlett & Co Wealth Management
Ohio
$38.9K
FMP
905
Financial Management Professionals
Texas
$38.5K -$2.73K -9 -7%
DFA
906
DHJJ Financial Advisors
Illinois
$37.4K
PD
907
Point72 (DIFC)
United Arab Emirates
$37.1K +$36.1K +119 New
QL
908
Quarry LP
New York
$34.9K +$14.9K +49 +78%
SC
909
SouthState Corp
Florida
$34.6K +$15.8K +52 +88%
HFS
910
Hantz Financial Services
Michigan
$34K +$12.7K +42 +63%
SS
911
SBI Securities
Japan
$34K
MYIA
912
Mount Yale Investment Advisors
Colorado
$34K +$33K +109 New
FFA
913
Frazier Financial Advisors
Ohio
$32.4K
CWM
914
Centricity Wealth Management
Ohio
$31.5K
FMII
915
Farmers & Merchants Investments Inc
Nebraska
$31.5K
NC
916
NewSquare Capital
Pennsylvania
$30.5K +$12.1K +40 +69%
MCM
917
MV Capital Management
Maryland
$29.9K -$64.3K -212 -69%
KSWA
918
Kathleen S. Wright Associates
Pennsylvania
$29.6K
TPWA
919
Twin Peaks Wealth Advisors
California
$29.1K +$34K +112 New
CT
920
Colonial Trust
South Carolina
$28.7K -$910 -3 -3%
SAS
921
Spurstone Advisory Services
Connecticut
$28.7K +$27.9K +92 New
RWM
922
Raffa Wealth Management
District of Columbia
$28.3K +$17.3K +57 +168%
Optiver Holding
923
Optiver Holding
Netherlands
$28K -$142K -468 -84%
OCM
924
Osterweis Capital Management
California
$28K +$27.3K +90 New
AC
925
AlphaCore Capital
California
$27.4K +$26.7K +88 New