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Vail Resorts
MTN

Name Holding Trade Value Shares
Change 		Change in
Stake
HIMS
401
Hager Investment Management Services
New Hampshire
$2.04K – – –
CA
402
CoreCap Advisors
Michigan
$2.04K +$1.95K +15 New
CSC
403
Caldwell Sutter Capital
California
$1.91K – – –
MCM
404
Manchester Capital Management
Vermont
$1.77K +$911 +7 +117%
SEP
405
Signature Equity Partners
Ohio
$1.77K +$1.69K +13 New
VCM
406
Versant Capital Management
Arizona
$1.71K -$4.95K -38 -75%
APFP
407
Action Point Financial Planning
Michigan
$1.63K +$1.69K +13 New
CPG
408
Cornerstone Planning Group
New Jersey
$1.59K – – –
KFAS
409
Keating Financial Advisory Services
Kansas
$1.5K -$14.7K -113 -91%
CH
410
Cromwell Holdings
Wyoming
$1.38K +$781 +6 +150%
CT
411
Clearstead Trust
Maine
$1.23K -$911 -7 -44%
TFA
412
Transamerica Financial Advisors
Florida
$1.11K +$260 +2 +33%
RWM
413
Raffa Wealth Management
District of Columbia
$1.09K +$130 +1 +14%
AAS
414
Ameritas Advisory Services
Nebraska
$1.09K +$1.04K +8 New
LI
415
LRI Investments
Florida
$1.09K +$1.04K +8 New
HIA
416
HFM Investment Advisors
New Jersey
$954 +$651 +5 +250%
EP
417
Essential Partners
California
$953 +$911 +7 New
QC
418
Quent Capital
New York
$953 +$911 +7 New
DPW
419
DiNuzzo Private Wealth
Pennsylvania
$817 – – –
BHWM
420
Bay Harbor Wealth Management
Maryland
$817 +$521 +4 +200%
CCMI
421
Creative Capital Management Investments
California
$817 +$781 +6 New
NB
422
NBT Bank
New York
$812 – – –
HFS
423
Hughes Financial Services
Virginia
$681 +$390 +3 +150%
AUB
424
Atlantic Union Bankshares
Virginia
$681 +$651 +5 New
SWM
425
SHP Wealth Management
Massachusetts
$681 +$651 +5 New
15 16
17
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