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VRSN

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
501
Eudaimonia Partners
Tennessee
$33K +$2.27K +11 +7%
RWA
502
Ropes Wealth Advisors
Massachusetts
$33K +$33K +160 New
FFA
503
Founders Financial Alliance
North Carolina
$33K +$34.1K +165 New
CA
504
Clearstead Advisors
Ohio
$31K – – –
ZB
505
Zions Bancorporation
Utah
$31K – – –
VFA
506
Valeo Financial Advisors
Indiana
$30K +$12.8K +62 +72%
PFBT
507
Parkside Financial Bank & Trust
Missouri
$28K -$5.78K -28 -17%
NR
508
Newfound Research
Massachusetts
$28K +$27.9K +135 New
WPA
509
West Paces Advisors
Georgia
$27.4K – – –
CDIA
510
Capital Directions Investment Advisors
Georgia
$27K – – –
CFA
511
Carroll Financial Associates
North Carolina
$25K -$826 -4 -3%
HPC
512
HM Payson & Co
Maine
$25K – – –
AIM
513
AIA Investment Management
Singapore
$25K +$620 +3 +3%
TFO
514
Tarbox Family Office
California
$23K – – –
ETC
515
Exchange Traded Concepts
Oklahoma
$23K +$7.23K +35 +45%
PMFA
516
Plante Moran Financial Advisors
Michigan
$20K – – –
RFA
517
Reilly Financial Advisors
California
$20K – – –
CSPIA
518
Cary Street Partners Investment Advisory
Virginia
$20K +$20.7K +100 New
TCM
519
Tradewinds Capital Management
Washington
$19K – – –
CI
520
CX Institutional
Indiana
$19K +$1.86K +9 +11%
PWMG
521
Prestige Wealth Management Group
New Jersey
$19K +$3.31K +16 +20%
FDCDDQ
522
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.2K – – –
AWA
523
Arkadios Wealth Advisors
Georgia
$17.4K +$17.4K +84 New
DOA
524
D'Orazio & Associates
Virginia
$17K – – –
FMP
525
Financial Management Professionals
Texas
$17K – – –
19 20
21
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