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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
LB
926
Legacy Bridge
Iowa
$8.05K +$8.12K +36 New
AW
927
Avion Wealth
Texas
$8K +$903 +4 +13%
RWM
928
Raffa Wealth Management
District of Columbia
$7.61K -$12.9K -57 -63%
YP
929
YANKCOM Partnership
South Dakota
$7.61K – – –
CCMI
930
Creative Capital Management Investments
California
$7.61K +$7.67K +34 New
OP
931
ORG Partners
Indiana
$7.6K +$4.06K +18 +113%
VWA
932
Valued Wealth Advisors
Utah
$7.45K – – –
CFM
933
Cornerstone Financial Management
Massachusetts
$7.38K +$7.45K +33 New
HNW
934
High Note Wealth
Minnesota
$7.16K +$5.64K +25 +357%
TCOV
935
Trust Company of Vermont
Vermont
$6.93K – – –
KAS
936
Kemnay Advisory Services
New York
$6.93K +$7K +31 New
TM
937
Torren Management
California
$6.93K +$7K +31 New
NL
938
NVWM LLC
Pennsylvania
$6.71K -$1.45M -6,432 -100%
WWA
939
Wealth Watch Advisors
Colorado
$6.71K -$677 -3 -9%
HHMI
940
Howard Hughes Medical Institute
Maryland
$6.71K – – –
PUI
941
Purpose Unlimited Inc
$6.49K +$6.54K +29 New
GWM
942
Greenline Wealth Management
Florida
$6.34K +$6.32K +28 New
AIM
943
Anchor Investment Management
South Carolina
$6.04K – – –
HIA
944
HFM Investment Advisors
New Jersey
$6.04K – – –
GCM
945
Gables Capital Management
Florida
$5.82K – – –
YAL
946
Your Advocates Ltd
Texas
$5.59K – – –
BGAI
947
Bruce G. Allen Investments
Colorado
$5.37K – – –
SEP
948
Signature Equity Partners
Ohio
$5.29K +$5.42K +24 New
EPAM
949
Evelyn Partners Asset Management
$5.14K – – –
PWA
950
Physician Wealth Advisors
Utah
$4.92K -$10.4K -46 -68%
36 37
38
39 40