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Vail Resorts

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
401
Patriot Financial Group Insurance Agency
Massachusetts
$11K
SBL
402
Sargent Bickham Lagudis
Colorado
$11K +$11.4K +39 New
LF
403
Lee Financial
Texas
$10K
Jones Financial Companies
404
Jones Financial Companies
Missouri
$9K
WP
405
WealthShield Partners
North Carolina
$9K +$8.73K +30 New
CB
406
CNB Bank
Pennsylvania
$8K -$2.04K -7 -21%
HFM
407
Hartford Financial Management
Connecticut
$7K
OSAM
408
O'Shaughnessy Asset Management
Connecticut
$7K +$873 +3 +14%
FHA
409
First Horizon Advisors
Tennessee
$7K +$1.46K +5 +21%
PA
410
Perennial Advisors
New York
$7K +$7.28K +25 New
S
411
SignatureFD
Georgia
$6K -$1.17K -4 -16%
EARNEST Partners
412
EARNEST Partners
Georgia
$6K
JCM
413
Jacobi Capital Management
Pennsylvania
$6K
GWM
414
Geneos Wealth Management
Colorado
$6K +$5.53K +19 New
1832 Asset Management
415
1832 Asset Management
Ontario, Canada
$6K +$6.41K +22 New
CTC
416
Central Trust Company
Missouri
$5K
VCM
417
Versant Capital Management
Arizona
$5K
ATC
418
Adirondack Trust Company
New York
$4K
FRA
419
Front Row Advisors
California
$4K
PMFA
420
Plante Moran Financial Advisors
Michigan
$4K
Twin Tree Management
421
Twin Tree Management
Texas
$4K +$3.79K +13 New
BWA
422
BDO Wealth Advisors
Florida
$4K +$4.08K +14 New
BWM
423
BerganKDV Wealth Management
Minnesota
$3K
MF
424
Manchester Financial
California
$3K
TWA
425
TCI Wealth Advisors
Arizona
$3K +$2.91K +10 New