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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
NMG
1001
New Millennium Group
Utah
$1.49K
DWM
1002
Dogwood Wealth Management
Kansas
$1.49K +$1.44K +5 New
WW
1003
Winnow Wealth
Texas
$1.25K +$576 +2 +67%
WTFG
1004
Wood Tarver Financial Group
Idaho
$1.19K
BAM
1005
Bellevue Asset Management
Washington
$1.19K
CAC
1006
Core Alternative Capital
Georgia
$1.19K
BHWM
1007
Bay Harbor Wealth Management
Maryland
$1.19K +$1.15K +4 New
BI
1008
Binnacle Investments
Iowa
$1.19K +$1.15K +4 New
GA
1009
GoalVest Advisory
New York
$1.19K +$1.15K +4 New
PWA
1010
Principia Wealth Advisory
Texas
$1.16K
1IA
1011
1620 Investment Advisors
Massachusetts
$1.06K
VNA
1012
Valley National Advisers
Pennsylvania
$1K +$1.44K +5 New
RS
1013
Rakuten Securities
Japan
$893 -$34.6K -120 -98%
PWM
1014
Parkworth Wealth Management
California
$893
OW
1015
Olistico Wealth
Oklahoma
$893 +$865 +3 New
WPA
1016
Wealth Preservation Advisors
Tennessee
$893 +$865 +3 New
AP
1017
Aspect Partners
Virginia
$595 -$865 -3 -60%
PIS
1018
POM Investment Strategies
North Carolina
$595
SFCL
1019
Strengthening Families & Communities LLC
Massachusetts
$595
CIAS
1020
CBIZ Investment Advisory Services
Ohio
$595 +$576 +2 New
CIA
1021
Cape Investment Advisory
Georgia
$298
RWM
1022
Ruedi Wealth Management
Illinois
$298
ACA
1023
American Capital Advisory
Idaho
$298 +$288 +1 New
BFS
1024
Bare Financial Services
Pennsylvania
$298 +$288 +1 New
RJA
1025
Ross\Johnson & Associates
Minnesota
$298 +$288 +1 New