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VGNT

Versigent PLC
VGNT

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
376
IMA Advisory Services
Colorado
$672 +$638 +16 New
RWM
377
Raffa Wealth Management
District of Columbia
$672 +$638 +16 New
CPG
378
Cornerstone Planning Group
New Jersey
$659 – – –
SJIM
379
St. Johns Investment Management
Florida
$630 +$598 +15 New
RF
380
Rossby Financial
Florida
$546 -$319 -8 -38%
CFM
381
Cornerstone Financial Management
Massachusetts
$546 +$518 +13 New
VWA
382
Valued Wealth Advisors
Utah
$505 +$478 +12 New
KFA
383
Kelleher Financial Advisors
New York
$463 +$438 +11 New
CMA
384
Cedar Mountain Advisors
Oregon
$462 +$438 +11 New
PMFA
385
Plante Moran Financial Advisors
Michigan
$462 +$438 +11 New
CCWM
386
Cassaday & Co Wealth Management
Virginia
$421 +$398 +10 New
HI
387
Hoey Investments
Pennsylvania
$421 +$398 +10 New
CTA
388
Colonial Trust Advisors
South Carolina
$420 +$398 +10 New
EWP
389
Elevation Wealth Partners
California
$379 +$359 +9 New
GWM
390
Gilpin Wealth Management
Colorado
$379 +$359 +9 New
W
391
WealthCollab
Washington
$337 +$319 +8 New
CA
392
Continuum Advisory
Idaho
$336 +$319 +8 New
KG
393
Kilter Group
New York
$295 +$279 +7 New
PWMG
394
Prestige Wealth Management Group
New Jersey
$295 +$279 +7 New
AW
395
Ankerstar Wealth
Texas
$294 +$279 +7 New
TCM
396
Triumph Capital Management
Colorado
$294 +$279 +7 New
AWM
397
Abound Wealth Management
Tennessee
$253 +$239 +6 New
DPW
398
DiNuzzo Private Wealth
Pennsylvania
$253 +$239 +6 New
RWS
399
Retirement Wealth Solutions
Wisconsin
$253 +$239 +6 New
IRAG
400
Investment Research & Advisory Group
Georgia
$252 +$159 +4 New
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16
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