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Vail Resorts
MTN

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
401
Manchester Capital Management
Vermont
$1.77K +$911 +7 +117%
SEP
402
Signature Equity Partners
Ohio
$1.77K +$1.69K +13 New
VCM
403
Versant Capital Management
Arizona
$1.71K -$4.95K -38 -75%
APFP
404
Action Point Financial Planning
Michigan
$1.63K +$1.69K +13 New
CPG
405
Cornerstone Planning Group
New Jersey
$1.59K – – –
KFAS
406
Keating Financial Advisory Services
Kansas
$1.5K -$14.7K -113 -91%
CH
407
Cromwell Holdings
Wyoming
$1.38K +$781 +6 +150%
CT
408
Clearstead Trust
Maine
$1.23K -$911 -7 -44%
TFA
409
Transamerica Financial Advisors
Florida
$1.11K +$260 +2 +33%
RWM
410
Raffa Wealth Management
District of Columbia
$1.09K +$130 +1 +14%
AAS
411
Ameritas Advisory Services
Nebraska
$1.09K +$1.04K +8 New
LI
412
LRI Investments
Florida
$1.09K +$1.04K +8 New
HIA
413
HFM Investment Advisors
New Jersey
$954 +$651 +5 +250%
EP
414
Essential Partners
California
$953 +$911 +7 New
QC
415
Quent Capital
New York
$953 +$911 +7 New
DPW
416
DiNuzzo Private Wealth
Pennsylvania
$817 – – –
BHWM
417
Bay Harbor Wealth Management
Maryland
$817 +$521 +4 +200%
CCMI
418
Creative Capital Management Investments
California
$817 +$781 +6 New
NB
419
NBT Bank
New York
$812 – – –
HFS
420
Hughes Financial Services
Virginia
$681 +$390 +3 +150%
AUB
421
Atlantic Union Bankshares
Virginia
$681 +$651 +5 New
SWM
422
SHP Wealth Management
Massachusetts
$681 +$651 +5 New
SIC
423
SJS Investment Consulting
Ohio
$545 -$130 -1 -20%
BGAI
424
Bruce G. Allen Investments
Colorado
$545 – – –
PWA
425
Physician Wealth Advisors
Utah
$545 +$521 +4 New
15 16
17
18 19