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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
951
Anfield Capital Management
California
$3.31K – – –
CSC
952
Caldwell Sutter Capital
California
$3.31K – – –
GFPC
953
Global Financial Private Client
Florida
$3.31K +$1.11K +4 +50%
CWM
954
Crowley Wealth Management
Delaware
$3.31K +$3.34K +12 New
T
955
Transce3nd
Texas
$3.03K +$3.06K +11 New
EFMH
956
E Fund Management (HK)
Hong Kong
$3K +$2.5K +9 +900%
TWD
957
True Wealth Design
Ohio
$2.81K +$557 +2 +25%
TCM
958
TD Capital Management
Tennessee
$2.5K – – –
BHWM
959
Beaird Harris Wealth Management
Texas
$2.48K – – –
TAM
960
Tucker Asset Management
Colorado
$2.48K – – –
MA
961
Modus Advisors
Minnesota
$2.48K +$2.5K +9 New
NC
962
NewSquare Capital
Pennsylvania
$2.48K +$2.5K +9 New
CA
963
Continuum Advisory
Idaho
$2.2K – – –
BTD
964
BankPlus Trust Department
Mississippi
$2.2K +$2.23K +8 New
CSWM
965
Cassady Schiller Wealth Management
Ohio
$2.2K +$2.23K +8 New
HWA
966
HHM Wealth Advisors
Tennessee
$1.93K +$1.95K +7 New
HNW
967
High Note Wealth
Minnesota
$1.93K +$1.95K +7 New
CWC
968
Carolinas Wealth Consulting
North Carolina
$1.65K – – –
HWP
969
Highline Wealth Partners
California
$1.65K +$835 +3 +100%
MSWM
970
Mowery & Schoenfeld Wealth Management
Illinois
$1.38K +$1.39K +5 New
EBA
971
Eagle Bay Advisors
New York
$1.38K -$3.06K -11 -69%
NMG
972
New Millennium Group
Utah
$1.38K – – –
AP
973
Aspect Partners
Virginia
$1.38K +$278 +1 +25%
FWM
974
FLP Wealth Management
Arkansas
$1.15K +$1.11K +4 New
GSWM
975
Golden State Wealth Management
California
$1.12K +$1.11K +4 New
37 38
39
40 41