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VMRK

Vivmark Residential
VMRK

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
501
Carmel Capital Partners
California
$222K -$226K -3,287 -50%
AFG
502
Atomi Financial Group
New York
$222K +$14.4K +209 +7%
AIP
503
Ameritas Investment Partners
Nebraska
$220K – – –
DIM
504
Delta Investment Management
California
$219K +$825 +12 +0.4%
AWA
505
Acorn Wealth Advisors
Michigan
$218K – – –
ACA
506
Aptus Capital Advisors
Alabama
$217K +$221K +3,217 New
PFM
507
Patton Fund Management
Texas
$217K +$221K +3,214 New
TCBWMS
508
Texas Capital Bank Wealth Management Services
Texas
$217K +$206 +3 +0.1%
SP
509
Successful Portfolios
Florida
$216K -$2.2K -32 -1%
HNB
510
Huntington National Bank
Ohio
$213K +$8.8K +128 +4%
IAS
511
Insigneo Advisory Services
Florida
$212K +$10.9K +158 +5%
MWM
512
Modera Wealth Management
New Jersey
$212K -$28.3K -412 -12%
DS
513
DRW Securities
Illinois
$210K +$214K +3,108 New
CI
514
CX Institutional
Indiana
$208K +$7.01K +102 +3%
FCBT
515
First Citizens Bank & Trust
North Carolina
$205K +$2.89K +42 +1%
PF
516
Phoenix Financial
Israel
$204K +$207K +3,009 New
KWM
517
Kingsview Wealth Management
Oregon
$204K +$208K +3,020 New
NP
518
Nilsine Partners
Colorado
$204K -$4.26K -62 -2%
SL
519
Summitry LLC
California
$203K +$275 +4 +0.1%
DAM
520
Doheny Asset Management
California
$202K – – –
BIG
521
Brooklyn Investment Group
New York
$196K +$20.1K +293 +11%
RIL
522
Rothschild Investment LLC
Illinois
$192K +$12.5K +182 +7%
FFO
523
Fortitude Family Office
Arizona
$191K +$192K +2,794 +8,731%
CPCPP
524
Canada Post Corporation Pension Plan
Canada
$190K +$193K +2,811 New
TPCW
525
TD Private Client Wealth
New York
$181K +$38.9K +566 +27%
19 20
21
22 23