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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
626
Golden State Equity Partners
California
$463K +$487K +5,352 New
MFG
627
Menard Financial Group
Texas
$457K +$74.7K +820 +18%
NL
628
NKCFO LLC
Illinois
$450K -$209K -2,300 -31%
HFS
629
Hantz Financial Services
Michigan
$448K -$30K -330 -6%
EF
630
Empowered Funds
Pennsylvania
$447K +$55.7K +612 +13%
DT
631
Diversified Trust
Tennessee
$447K -$271K -2,982 -37%
AA
632
ALPS Advisors
Colorado
$447K -$2.82K -31 -0.6%
LSAG
633
Lake Street Advisors Group
New Hampshire
$445K +$468K +5,137 New
TWC
634
TD Waterhouse Canada
Ontario, Canada
$443K -$3.72M -40,885 -89%
IWC
635
Integrated Wealth Concepts
Massachusetts
$443K +$466K +5,116 New
EPA
636
Element Pointe Advisors
Florida
$441K +$463K +5,089 New
FCBT
637
First Citizens Bank & Trust
North Carolina
$438K +$460K +5,056 New
LFAS
638
Level Four Advisory Services
Texas
$434K -$753K -8,275 -62%
RIM
639
Rakuten Investment Management
Japan
$434K +$169K +1,855 +59%
SGCA
640
Steel Grove Capital Advisors
Tennessee
$433K – – –
AWA
641
Arkadios Wealth Advisors
Georgia
$426K +$27.8K +305 +7%
VWM
642
Venturi Wealth Management
Texas
$422K -$443K -4,868 -50%
CW
643
CreativeOne Wealth
Kansas
$420K +$442K +4,859 New
YCM
644
Yousif Capital Management
Michigan
$415K +$77.7K +854 +22%
DIM
645
Delta Investment Management
California
$410K +$431K +4,736 New
AG
646
AlTi Global
New York
$407K – – –
SWM
647
Segment Wealth Management
Texas
$405K – – –
CCM
648
Coldstream Capital Management
Washington
$404K +$59.4K +652 +16%
PWS
649
Precision Wealth Strategies
Missouri
$399K -$211K -2,317 -33%
JPMIA
650
J.P. Marvel Investment Advisors
Massachusetts
$398K – – –
24 25
26
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