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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
AS
976
Altshuler Shaham
Israel
$3.87K -$288 -1 -7%
SWA
977
SOA Wealth Advisors
New York
$3.87K – – –
PWMG
978
Private Wealth Management Group
New Jersey
$3.57K +$2.31K +8 +200%
BWL
979
Bogart Wealth LLC
Virginia
$3.57K -$865 -3 -20%
ACM
980
Anfield Capital Management
California
$3.57K – – –
CSC
981
Caldwell Sutter Capital
California
$3.57K – – –
CWM
982
Crowley Wealth Management
Delaware
$3.57K – – –
T
983
Transce3nd
Texas
$3.27K – – –
LWMI
984
Legacy Wealth Management (Idaho)
Idaho
$2.98K +$2.88K +10 New
CA
985
Continuum Advisory
Idaho
$2.98K +$576 +2 +25%
BLC
986
Brown, Lisle/Cummings
Rhode Island
$2.98K +$2.88K +10 New
TCM
987
TD Capital Management
Tennessee
$2.7K – – –
BHWM
988
Beaird Harris Wealth Management
Texas
$2.68K – – –
HHGA
989
Halbert Hargrove Global Advisors
California
$2.68K +$2.59K +9 New
BTD
990
BankPlus Trust Department
Mississippi
$2.38K – – –
GP
991
Greenline Partners
New York
$2.38K +$2.31K +8 New
HWA
992
HHM Wealth Advisors
Tennessee
$2.08K – – –
AEPWM
993
Atlantic Edge Private Wealth Management
Florida
$2.08K +$2.02K +7 New
HNW
994
High Note Wealth
Minnesota
$2.08K – – –
CWC
995
Carolinas Wealth Consulting
North Carolina
$1.79K – – –
ACM
996
Accent Capital Management
Ohio
$1.79K +$1.73K +6 New
FCAS
997
First Command Advisory Services
Texas
$1.79K +$1.73K +6 New
PPA
998
Painted Porch Advisors
California
$1.54K -$2.59K -9 -64%
MSWM
999
Mowery & Schoenfeld Wealth Management
Illinois
$1.49K – – –
GC
1000
Garde Capital
Washington
$1.49K +$1.44K +5 New
38 39
40
41 42