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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
1076
Baker Tilly Wealth Management
Wisconsin
– -$272K -1,080 Closed
EL
1077
EWA LLC
Pennsylvania
– -$261K -1,040 Closed
GCM
1078
Gallacher Capital Management
Colorado
– -$254K -1,011 Closed
FFM
1079
Forum Financial Management
Illinois
– -$251K -997 Closed
AP
1080
Advisors Preferred
Maryland
– -$237K -949 Closed
MM
1081
MQS Management
New York
– -$236K -939 Closed
HBT
1082
Heartland Bank & Trust
Illinois
– -$233K -925 Closed
VF
1083
Vest Financial
Virginia
– -$232K -922 Closed
FMLI
1084
Fukoku Mutual Life Insurance
Japan
– -$229K -910 Closed
OWM
1085
OneAscent Wealth Management
Alabama
– -$223K -888 Closed
OFS
1086
OneAscent Financial Services
Alabama
– -$221K -878 Closed
LIM
1087
Leavell Investment Management
Alabama
– -$219K -871 Closed
AFG
1088
Atomi Financial Group
New York
– -$210K -835 Closed
DCM
1089
DGS Capital Management
New Jersey
– -$210K -834 Closed
TIA
1090
Traphagen Investment Advisors
New Jersey
– -$208K -827 Closed
OAM
1091
Occidental Asset Management
California
– -$207K -825 Closed
QWP
1092
Quotient Wealth Partners
Texas
– -$203K -808 Closed
BIA
1093
Biondo Investment Advisors
Pennsylvania
– -$200K -797 Closed
GM
1094
GeoWealth Management
Illinois
– -$200K -796 Closed
MG
1095
Mather Group
Illinois
– -$176K -698 Closed
BC
1096
Bayforest Capital
United Kingdom
– -$174K -690 Closed
NC
1097
North Capital
Utah
– -$142K -566 Closed
IWA
1098
Icon Wealth Advisors
Texas
– -$106K -423 Closed
CIAM
1099
Caitong International Asset Management
Hong Kong
– -$80.7K -321 Closed
CYG
1100
Clean Yield Group
Vermont
– -$62.9K -250 Closed