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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
926
Clark Wealth Partners
Illinois
$1.33K +$1.42K +7 New
SWM
927
SHP Wealth Management
Massachusetts
$1.33K +$1.42K +7 New
BHWM
928
Bay Harbor Wealth Management
Maryland
$1.33K -$203 -1 -13%
SRCM
929
Signature Resources Capital Management
California
$1.33K – – –
MB
930
MidFirst Bank
Oklahoma
$1.33K +$1.42K +7 New
BW
931
Basepoint Wealth
Iowa
$1.15K – – –
NSIM
932
North Star Investment Management
Illinois
$1.14K – – –
RS
933
Rakuten Securities
Japan
$1.14K +$812 +4 +200%
DF
934
Dunhill Financial
United Kingdom
$1K -$1.22K -6 -55%
VNA
935
Valley National Advisers
Pennsylvania
$1K +$1.62K +8 New
QWM
936
Quaker Wealth Management
New Jersey
$949 +$812 +4 +400%
PAI
937
Pittenger & Anderson Inc
Nebraska
$949 +$1.01K +5 New
WTA
938
Washington Trust Advisors
Massachusetts
$949 +$1.01K +5 New
SIS
939
Sound Income Strategies
Florida
$918 +$1.01K +5 New
SEP
940
Signature Equity Partners
Ohio
$871 -$3.86K -19 -79%
KFG
941
Kingdom Financial Group
Arizona
$761 +$812 +4 New
LAS
942
Lloyd Advisory Services
Georgia
$761 +$812 +4 New
NRG
943
Nemes Rush Group
Michigan
$759 -$18.3K -90 -96%
PWMG
944
Private Wealth Management Group
New Jersey
$759 -$7.51K -37 -90%
MWC
945
MBM Wealth Consultants
Missouri
$759 +$812 +4 New
ACA
946
American Capital Advisory
Idaho
$570 -$609 -3 -50%
DF
947
DecisionPoint Financial
Arizona
$570 – – –
WPA
948
Wealth Preservation Advisors
Tennessee
$569 – – –
VWM
949
Vermillion Wealth Management
Minnesota
$569 +$609 +3 New
SWP
950
Strategic Wealth Partners
Ohio
$435 +$406 +2 New
36 37
38
39 40