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FVRR

Name Holding Trade Value Shares
Change 		Change in
Stake
CLOS
251
Compagnie Lombard Odier SCmA
Switzerland
$29K +$27.1K +150 New
BWM
252
Birchcreek Wealth Management
Ohio
$27K +$25.2K +139 New
Pacer Advisors
253
Pacer Advisors
Pennsylvania
$27K +$25.3K +140 New
CFB
254
Cullen/Frost Bankers
Texas
$26K – – –
US Bancorp
255
US Bancorp
Minnesota
$25K +$9.05K +50 +67%
JIR
256
James Investment Research
Ohio
$23K +$21.2K +117 New
IAIM
257
International Assets Investment Management
Florida
$22K +$20.4K +113 New
BWM
258
BerganKDV Wealth Management
Minnesota
$21K +$19.9K +110 New
BC
259
Bartlett & Co
Ohio
$20K – – –
GWS
260
Glassman Wealth Services
Virginia
$20K – – –
CFGS
261
Concourse Financial Group Securities
Alabama
$20K +$18.1K +100 New
BCWM
262
Bartlett & Co Wealth Management
Ohio
$19.5K – – –
WAS
263
Winch Advisory Services
Wisconsin
$19K +$2.71K +15 +18%
FTDI
264
First Trust Direct Indexing
Massachusetts
$17K +$15.4K +85 New
SIM
265
Seaview Investment Managers
Florida
$17K +$16.3K +90 New
PCIA
266
Prime Capital Investment Advisors
Kansas
$15K +$13.6K +75 New
SSB
267
Sandy Spring Bank
Maryland
$15K +$14.3K +79 New
OPW
268
Oxler Private Wealth
New York
$15K +$14.5K +80 New
HFM
269
Hartford Financial Management
Connecticut
$14K +$12.7K +70 New
MCM
270
Manchester Capital Management
Vermont
$14K +$12.7K +70 New
TCM
271
Tradewinds Capital Management
Washington
$14K +$12.7K +70 New
MPWT
272
MassMutual Private Wealth & Trust
Connecticut
$12K +$1.27K +7 +13%
LC
273
Lindbrook Capital
California
$10K +$905 +5 +11%
IA
274
Inspire Advisors
Idaho
$10K +$9.05K +50 New
PNC Financial Services Group
275
PNC Financial Services Group
Pennsylvania
$10K +$9.05K +50 New
9 10
11
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