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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
676
Formidable Asset Management
Ohio
$331K +$349K +3,828 New
CI
677
Cigna Investments
Connecticut
$329K +$7.28K +80 +2%
CFD
678
Creative Financial Designs
Indiana
$328K +$306K +3,365 +792%
EH
679
Equitable Holdings
New York
$325K +$342K +3,754 New
KWM
680
Kingsview Wealth Management
Oregon
$324K +$341K +3,744 New
LWM
681
Liberty Wealth Management
California
$324K +$342K +3,756 New
EC
682
EntryPoint Capital
New York
$323K +$173K +1,903 +104%
SPIA
683
Steward Partners Investment Advisory
New York
$322K +$65.3K +717 +24%
PWMG
684
Prestige Wealth Management Group
New Jersey
$319K +$336K +3,688 New
AFA
685
Arlington Financial Advisors
California
$316K +$332K +3,650 New
FHA
686
First Horizon Advisors
Tennessee
$315K +$46.5K +511 +16%
OAM
687
Ostrum Asset Management
France
$314K -$25.8K -283 -7%
WC
688
Wexford Capital
Florida
$310K +$326K +3,578 New
SOAMC
689
Spirit of America Management Corp
New York
$307K +$323K +3,550 New
FSA
690
Fort Sheridan Advisors
Illinois
$305K +$321K +3,525 New
HFAS
691
Hummer Financial Advisory Services
Illinois
$303K – – –
AFG
692
Atomi Financial Group
New York
$302K +$546 +6 +0.2%
CIC
693
Carnegie Investment Counsel
Ohio
$302K +$318K +3,489 New
CT
694
ClearAlpha Technologies
Connecticut
$299K +$314K +3,454 New
WA
695
Waverly Advisors
Alabama
$294K +$309K +3,397 New
BC
696
Bridgefront Capital
Texas
$289K +$304K +3,339 New
PWM
697
Prosperity Wealth Management
California
$287K +$24.9K +273 +9%
GCM
698
Graham Capital Management
Connecticut
$286K +$300K +3,300 New
SW
699
SteelPeak Wealth
California
$285K +$299K +3,289 New
MFG
700
Merit Financial Group
Georgia
$284K +$299K +3,284 New
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