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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
AW
976
Avion Wealth
Texas
$4K – – –
AS
977
Altshuler Shaham
Israel
$3.87K -$288 -1 -7%
SWA
978
SOA Wealth Advisors
New York
$3.87K – – –
PWMG
979
Private Wealth Management Group
New Jersey
$3.57K +$2.31K +8 +200%
BWL
980
Bogart Wealth LLC
Virginia
$3.57K -$865 -3 -20%
ACM
981
Anfield Capital Management
California
$3.57K – – –
CSC
982
Caldwell Sutter Capital
California
$3.57K – – –
CWM
983
Crowley Wealth Management
Delaware
$3.57K – – –
T
984
Transce3nd
Texas
$3.27K – – –
LWMI
985
Legacy Wealth Management (Idaho)
Idaho
$2.98K +$2.88K +10 New
CA
986
Continuum Advisory
Idaho
$2.98K +$576 +2 +25%
BLC
987
Brown, Lisle/Cummings
Rhode Island
$2.98K +$2.88K +10 New
TCM
988
TD Capital Management
Tennessee
$2.7K – – –
BHWM
989
Beaird Harris Wealth Management
Texas
$2.68K – – –
HHGA
990
Halbert Hargrove Global Advisors
California
$2.68K +$2.59K +9 New
BTD
991
BankPlus Trust Department
Mississippi
$2.38K – – –
GP
992
Greenline Partners
New York
$2.38K +$2.31K +8 New
HWA
993
HHM Wealth Advisors
Tennessee
$2.08K – – –
AEPWM
994
Atlantic Edge Private Wealth Management
Florida
$2.08K +$2.02K +7 New
HNW
995
High Note Wealth
Minnesota
$2.08K – – –
CWC
996
Carolinas Wealth Consulting
North Carolina
$1.79K – – –
ACM
997
Accent Capital Management
Ohio
$1.79K +$1.73K +6 New
FCAS
998
First Command Advisory Services
Texas
$1.79K +$1.73K +6 New
PPA
999
Painted Porch Advisors
California
$1.54K -$2.59K -9 -64%
MSWM
1000
Mowery & Schoenfeld Wealth Management
Illinois
$1.49K – – –