We are live on ! Find out more
VRSK icon

Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
951
West Branch Capital
Massachusetts
$8.33K – – –
AIM
952
Anchor Investment Management
South Carolina
$8.04K – – –
HIA
953
HFM Investment Advisors
New Jersey
$7.74K +$7.49K +26 New
GCM
954
Gables Capital Management
Florida
$7.74K – – –
WCM
955
WealthTrak Capital Management
Virginia
$7.44K -$12.4K -43 -63%
FWM
956
FSA Wealth Management
Massachusetts
$7.44K – – –
HIW
957
Holos Integrated Wealth
Pennsylvania
$7.44K – – –
YAL
958
Your Advocates Ltd
Texas
$7.44K – – –
BGAI
959
Bruce G. Allen Investments
Colorado
$7.14K – – –
MFT
960
Moisand Fitzgerald Tamayo
Florida
$6.55K – – –
NRG
961
Nemes Rush Group
Michigan
$6.55K – – –
PWMG
962
Prestige Wealth Management Group
New Jersey
$6.55K – – –
KA
963
Kozak & Associates
Colorado
$6.5K +$6.34K +22 New
TFGT
964
TS Financial Group (TSFG)
Illinois
$6K +$288 +1 +6%
JFA
965
JNBA Financial Advisors
Minnesota
$5.95K – – –
DPW
966
DiNuzzo Private Wealth
Pennsylvania
$5.36K -$288 -1 -5%
TWD
967
True Wealth Design
Ohio
$5.12K +$2.02K +7 +70%
OP
968
ORG Partners
Indiana
$5.08K +$4.9K +17 New
BCMLT
969
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.78K – – –
TIM
970
Tortoise Investment Management
New York
$4.46K – – –
DJSG
971
D.J. St. Germain
Massachusetts
$4.46K +$4.32K +15 New
CVM
972
Cheviot Value Management
California
$4.42K +$4.32K +15 New
FPF
973
First Pacific Financial
Washington
$4.17K – – –
S
974
Sachetta
Massachusetts
$4.17K – – –
MEG
975
Millstone Evans Group
Colorado
$4.17K +$4.04K +14 New
37 38
39
40 41