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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
BI
1026
Binnacle Investments
Iowa
$2.18K +$910 +3 +75%
PWM
1027
Parkworth Wealth Management
California
$2.18K +$1.21K +4 +133%
PWA
1028
Physician Wealth Advisors
Utah
$2.18K +$2.12K +7 New
BHWM
1029
Bay Harbor Wealth Management
Maryland
$2.18K +$910 +3 +75%
ACM
1030
Accent Capital Management
Ohio
$1.87K – – –
FCAS
1031
First Command Advisory Services
Texas
$1.87K – – –
SRCM
1032
Signature Resources Capital Management
California
$1.87K +$1.82K +6 New
GC
1033
Garde Capital
Washington
$1.56K – – –
MSWM
1034
Mowery & Schoenfeld Wealth Management
Illinois
$1.56K – – –
NMG
1035
New Millennium Group
Utah
$1.56K – – –
ACA
1036
American Capital Advisory
Idaho
$1.56K +$1.21K +4 +400%
SC
1037
Stephens Consulting
Michigan
$1.56K +$1.52K +5 New
BAM
1038
Bellevue Asset Management
Washington
$1.25K – – –
CAC
1039
Core Alternative Capital
Georgia
$1.25K – – –
RS
1040
Rakuten Securities
Japan
$1.25K +$303 +1 +33%
AWM
1041
Atticus Wealth Management
Florida
$1.25K +$1.21K +4 New
EP
1042
Essential Partners
California
$1.25K +$1.21K +4 New
1IA
1043
1620 Investment Advisors
Massachusetts
$1.11K -$303 -1 -25%
VNA
1044
Valley National Advisers
Pennsylvania
$1K – – –
WTFG
1045
Wood Tarver Financial Group
Idaho
$1K – – –
DF
1046
DecisionPoint Financial
Arizona
$939 +$910 +3 New
WPA
1047
Wealth Preservation Advisors
Tennessee
$935 – – –
IAS
1048
IMA Advisory Services
Colorado
$935 +$910 +3 New
QWM
1049
Quaker Wealth Management
New Jersey
$935 +$910 +3 New
GC
1050
GFG Capital
Florida
$934 +$910 +3 New
40 41
42
43 44