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Verisk Analytics
VRSK

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
1051
Twin Peaks Wealth Advisors
California
– -$28.5K -150 Closed
TWIM
1052
TIAA Wealth Investment Management
New York
– -$24.1K -127 Closed
OWA
1053
Opal Wealth Advisors
New York
– -$20.1K -106 Closed
AGWCA
1054
Annis Gardner Whiting Capital Advisors
Florida
– -$17.3K -91 Closed
FFL
1055
Financial Freedom LLC
Ohio
– -$15.6K -82 Closed
BOJHT
1056
Bank of Jackson Hole Trust
Wyoming
– -$13.5K -71 Closed
CPL
1057
Capital & Planning LLC
Georgia
– -$11.4K -60 Closed
CCA
1058
Catalyst Capital Advisors
New York
– -$11.2K -59 Closed
DWP
1059
Destiny Wealth Partners
Florida
– -$11K -58 Closed
JGCM
1060
Joseph Group Capital Management
Ohio
– -$10.4K -55 Closed
GGI
1061
Godsey & Gibb Inc
Virginia
– -$9.49K -50 Closed
MPW
1062
MASECO Private Wealth
– -$9.5K -50 Closed
IAAG
1063
Innovative Asset Advisors Group
Connecticut
– -$9.11K -48 Closed
TVWM
1064
Tower View Wealth Management
Wisconsin
– -$8.41K -44 Closed
FCAS
1065
First Command Advisory Services
Texas
– -$5.5K -29 Closed
IWS
1066
Intentional Wealth Strategies
Colorado
– -$5.5K -29 Closed
GSEP
1067
Golden State Equity Partners
California
– -$4.17K -22 Closed
CCWM
1068
Cassaday & Co Wealth Management
Virginia
– -$2.85K -15 Closed
DJSG
1069
D.J. St. Germain
Massachusetts
– -$2.85K -15 Closed
LWMI
1070
Legacy Wealth Management (Idaho)
Idaho
– -$2.66K -14 Closed
S
1071
Sachetta
Massachusetts
– -$2.66K -14 Closed
IW
1072
Imprint Wealth
South Carolina
– -$2.09K -11 Closed
RCM
1073
Raleigh Capital Management
North Carolina
– -$2.09K -11 Closed
BLC
1074
Brown, Lisle/Cummings
Rhode Island
– -$1.9K -10 Closed
PWA
1075
Portus Wealth Advisors
North Carolina
– -$1.71K -9 Closed
40 41 42
43
44