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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
601
Stance Capital
Massachusetts
$1.49M +$1.13M +11,600 New
LFAS
602
Level Four Advisory Services
Texas
$1.49M +$241K +2,480 +27%
IFG
603
Independent Financial Group
California
$1.47M +$370K +3,809 +50%
EML
604
Eos Management LP
New York
$1.46M +$1.11M +11,377 New
VA
605
Vident Advisory
Georgia
$1.45M -$176K -1,814 -14%
GF
606
Gabelli Funds
New York
$1.41M – – –
AAIS
607
ABN AMRO Investment Solutions
$1.4M +$59.9K +616 +6%
CHAM
608
Clear Harbor Asset Management
Connecticut
$1.4M +$351K +3,610 +49%
KF
609
Krilogy Financial
Missouri
$1.4M +$1.06M +10,883 New
SPC
610
Sigma Planning Corp
Michigan
$1.4M +$254K +2,611 +32%
CPSC
611
Carl P. Sherr & Co
Massachusetts
$1.38M -$7.78K -80 -0.7%
CRI
612
Colonial River Investments
Virginia
$1.37M +$98.2K +1,010 +10%
DFCM
613
Dark Forest Capital Management
Puerto Rico
$1.36M +$1.03M +10,591 New
HH
614
Hilltop Holdings
Texas
$1.35M +$161K +1,659 +19%
AWM
615
AE Wealth Management
Kansas
$1.35M +$44K +452 +4%
SFA
616
Sequoia Financial Advisors
Ohio
$1.33M +$257K +2,643 +34%
SPS
617
Susquehanna Portfolio Strategies
Pennsylvania
$1.33M +$1.01M +10,358 New
SVWAG
618
Sound View Wealth Advisors Group
Georgia
$1.33M -$132K -1,353 -12%
HNB
619
Huntington National Bank
Ohio
$1.32M +$383K +3,942 +62%
IAIM
620
International Assets Investment Management
Florida
$1.32M +$96.2K +989 +11%
GAM
621
Generali Asset Management
Italy
$1.32M +$855K +8,792 +601%
BAM
622
Belpointe Asset Management
Nevada
$1.31M +$373K +3,834 +60%
FFO
623
Fiduciary Family Office
Florida
$1.31M +$329K +3,387 +50%
CIS
624
Custom Index Systems
New York
$1.29M +$121K +1,242 +14%
LOAMS
625
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.29M +$974K +10,018 New
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