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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
951
Boreal Capital Management
Florida
$15.6K +$15.2K +50 New
CWP
952
Clark Wealth Partners
Illinois
$15.3K +$3.64K +12 +32%
WIM
953
Westside Investment Management
California
$15K +$14.6K +48 New
RWM
954
Rialto Wealth Management
New York
$14.3K +$1.82K +6 +15%
GWSG
955
GPS Wealth Strategies Group
Colorado
$14K +$13.6K +45 New
SL
956
Salomon & Ludwin
Virginia
$13.9K – – –
TVWM
957
Tower View Wealth Management
Wisconsin
$13.7K – – –
MSWA
958
Marshall & Sterling Wealth Advisors
New York
$13.7K – – –
HWP
959
Highline Wealth Partners
California
$13.1K – – –
AF
960
Advisornet Financial
Minnesota
$13.1K +$303 +1 +2%
HFS
961
Hughes Financial Services
Virginia
$13K -$1.21K -4 -8%
CA
962
CoreCap Advisors
Michigan
$12.8K -$12.7K -42 -51%
LI
963
LRI Investments
Florida
$12.8K – – –
EPW
964
Evergreen Private Wealth
Colorado
$12.1K – – –
CFFP
965
Center for Financial Planning
Michigan
$11.8K – – –
AAG
966
Armstrong Advisory Group
Massachusetts
$11.5K – – –
AW
967
Avion Wealth
Texas
$11K +$6.06K +20 +111%
FNWA
968
Financial Network Wealth Advisors
Utah
$10.9K – – –
ADL
969
Asset Dedication LLC
California
$10.9K – – –
YP
970
YANKCOM Partnership
South Dakota
$10.6K – – –
VWA
971
Valued Wealth Advisors
Utah
$10.4K – – –
DF
972
Dunhill Financial
United Kingdom
$9.86K – – –
TCOV
973
Trust Company of Vermont
Vermont
$9.66K – – –
RFS
974
Richardson Financial Services
Massachusetts
$9.39K – – –
AWM
975
Activest Wealth Management
Florida
$9.35K +$303 +1 +3%
37 38
39
40 41