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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
SC
926
SouthState Corp
Florida
$2.68K – – –
TCM
927
TD Capital Management
Tennessee
$2.43K – – –
BHWM
928
Beaird Harris Wealth Management
Texas
$2.41K -$9.47K -35 -80%
TAM
929
Tucker Asset Management
Colorado
$2.41K – – –
CA
930
Continuum Advisory
Idaho
$2.29K +$2.17K +8 New
TWD
931
True Wealth Design
Ohio
$2.14K – – –
GFPC
932
Global Financial Private Client
Florida
$2.14K +$2.17K +8 New
CWC
933
Carolinas Wealth Consulting
North Carolina
$1.61K – – –
VF
934
VitalStone Financial
Texas
$1.34K -$311K -1,150 -100%
NMG
935
New Millennium Group
Utah
$1.34K – – –
CA
936
Claris Advisors
Missouri
$1.34K +$1.35K +5 New
AP
937
Aspect Partners
Virginia
$1.07K – – –
CAC
938
Core Alternative Capital
Georgia
$1.07K – – –
PWMG
939
Private Wealth Management Group
New Jersey
$1.07K – – –
BAM
940
Bellevue Asset Management
Washington
$1.07K – – –
CAL
941
Capital Analysts LLC
Pennsylvania
$1K – – –
1IA
942
1620 Investment Advisors
Massachusetts
$951 +$1.08K +4 New
HFS
943
Horizon Financial Services
North Carolina
$804 – – –
HWP
944
Highline Wealth Partners
California
$804 +$541 +2 +200%
CWP
945
Concord Wealth Partners
Virginia
$804 +$812 +3 New
JFG
946
JDM Financial Group
Texas
$804 +$812 +3 New
VAMG
947
Voisard Asset Management Group
Michigan
$804 +$812 +3 New
RS
948
Rakuten Securities
Japan
$536 -$541 -2 -50%
PIS
949
POM Investment Strategies
North Carolina
$536 – – –
SFCL
950
Strengthening Families & Communities LLC
Massachusetts
$536 – – –