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Verisk Analytics

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