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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
926
TD Capital Management
Tennessee
$2.44K -$979 -4 -31%
TAM
927
Tucker Asset Management
Colorado
$2.43K +$2.2K +9 New
TWD
928
True Wealth Design
Ohio
$2.16K +$245 +1 +14%
TWP
929
Triad Wealth Partners
Kansas
$2.16K +$1.96K +8 New
CWC
930
Carolinas Wealth Consulting
North Carolina
$1.62K – – –
NMG
931
New Millennium Group
Utah
$1.35K +$1.22K +5 New
ECM
932
Everence Capital Management
Indiana
$1.1K -$113K -460 -8%
PWMG
933
Private Wealth Management Group
New Jersey
$1.08K – – –
BAM
934
Bellevue Asset Management
Washington
$1.08K -$245 -1 -20%
AP
935
Aspect Partners
Virginia
$1.08K – – –
CAC
936
Core Alternative Capital
Georgia
$1.08K – – –
RS
937
Rakuten Securities
Japan
$1.08K +$979 +4 New
TFA
938
Transamerica Financial Advisors
Florida
$1K – – –
SFCL
939
Strengthening Families & Communities LLC
Massachusetts
$1K +$489 +2 New
CAL
940
Capital Analysts LLC
Pennsylvania
$1K +$1.22K +5 New
HFS
941
Horizon Financial Services
North Carolina
$809 – – –
PIS
942
POM Investment Strategies
North Carolina
$539 – – –
LFG
943
Larson Financial Group
Missouri
$270 – – –
HWP
944
Highline Wealth Partners
California
$270 +$245 +1 New
RWMG
945
Redwood Wealth Management Group
New Jersey
$270 +$245 +1 New
RWM
946
Ruedi Wealth Management
Illinois
$270 +$245 +1 New
SA
947
Scarborough Advisors
Maryland
$270 +$245 +1 New
DWM
948
Dogwood Wealth Management
Kansas
$5 – – –
TC
949
TwinBeech Capital
New York
– -$46M -195,071 Closed
SC
950
SRB Corp
Massachusetts
– -$41.2M -174,575 Closed
36 37
38
39 40