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Vail Resorts
MTN

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
401
Medallion Wealth Advisors
Connecticut
$4.49K – – –
ME
402
McIlrath & Eck
Washington
$4.36K – – –
FMII
403
Farmers & Merchants Investments Inc
Nebraska
$4.24K – – –
RF
404
Rossby Financial
Florida
$3.97K -$1.91K -14 -31%
LFG
405
Larson Financial Group
Missouri
$3.85K -$682 -5 -14%
MPWT
406
MassMutual Private Wealth & Trust
Connecticut
$3.72K -$273 -2 -6%
JWA
407
JFS Wealth Advisors
Pennsylvania
$3.45K -$1.91K -14 -34%
AA
408
Ancora Advisors
Ohio
$2.57K -$23.2K -170 -89%
FFO
409
Fortitude Family Office
Arizona
$2.31K +$818 +6 +50%
BIA
410
Bell Investment Advisors
California
$2.18K – – –
CT
411
Clearstead Trust
Maine
$2.05K -$7.23K -53 -77%
HIMS
412
Hager Investment Management Services
New Hampshire
$1.93K -$409 -3 -17%
CSC
413
Caldwell Sutter Capital
California
$1.8K +$546 +4 +40%
RTL
414
Red Tortoise LLC
Georgia
$1.67K – – –
CPG
415
Cornerstone Planning Group
New Jersey
$1.35K -$546 -4 -27%
S
416
Sachetta
Massachusetts
$1.16K -$1.91K -14 -61%
RWM
417
Raffa Wealth Management
District of Columbia
$898 – – –
WSFG
418
Wall Street Financial Group
Illinois
$898 +$955 +7 New
TFA
419
Transamerica Financial Advisors
Florida
$783 -$136 -1 -14%
DPW
420
DiNuzzo Private Wealth
Pennsylvania
$770 – – –
MCM
421
Manchester Capital Management
Vermont
$770 – – –
NB
422
NBT Bank
New York
$753 -$18.7K -137 -96%
TC
423
Truvestments Capital
Florida
$642 – – –
SIC
424
SJS Investment Consulting
Ohio
$642 +$273 +2 +67%
HWP
425
Highline Wealth Partners
California
$642 +$682 +5 New
15 16
17
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