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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWA
926
Marshall & Sterling Wealth Advisors
New York
$13.1K +$12.7K +44 New
TVWM
927
Tower View Wealth Management
Wisconsin
$13.1K – – –
HCP
928
Hexagon Capital Partners
Arkansas
$12.5K +$4.32K +15 +56%
HWP
929
Highline Wealth Partners
California
$12.5K +$10.4K +36 +600%
AF
930
Advisornet Financial
Minnesota
$12.2K – – –
LI
931
LRI Investments
Florida
$12.2K – – –
FFO
932
Fortitude Family Office
Arizona
$11.9K – – –
RWM
933
Rialto Wealth Management
New York
$11.9K – – –
EPW
934
Evergreen Private Wealth
Colorado
$11.6K – – –
AF
935
Atala Financial
California
$11.3K – – –
CFFP
936
Center for Financial Planning
Michigan
$11.3K – – –
CWP
937
Clark Wealth Partners
Illinois
$11K – – –
FNWA
938
Financial Network Wealth Advisors
Utah
$10.4K +$2.31K +8 +30%
ADL
939
Asset Dedication LLC
California
$10.4K +$576 +2 +6%
AAG
940
Armstrong Advisory Group
Massachusetts
$10.2K – – –
RWM
941
Raffa Wealth Management
District of Columbia
$10.1K – – –
YP
942
YANKCOM Partnership
South Dakota
$10.1K +$9.8K +34 New
VWA
943
Valued Wealth Advisors
Utah
$9.91K – – –
SIC
944
SJS Investment Consulting
Ohio
$9.82K – – –
SS
945
Sunbelt Securities
Texas
$9.52K +$1.73K +6 +23%
SIM
946
Synergy Investment Management
Florida
$9.52K – – –
DF
947
Dunhill Financial
United Kingdom
$9.31K -$865 -3 -9%
TCOV
948
Trust Company of Vermont
Vermont
$9.23K – – –
RFS
949
Richardson Financial Services
Massachusetts
$8.93K – – –
AWM
950
Activest Wealth Management
Florida
$8.63K +$8.07K +28 +2,800%
36 37
38
39 40