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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
701
Hillsdale Investment Management
Ontario, Canada
$756K -$277K -2,330 -26%
SWA
702
Sax Wealth Advisors
New Jersey
$753K -$66.8K -563 -8%
CF
703
Corebridge Financial
Texas
$750K -$32.5K -274 -4%
MWM
704
Mosley Wealth Management
California
$743K -$5.7K -48 -0.7%
CCM
705
Coldstream Capital Management
Washington
$732K +$155K +1,309 +25%
MFG
706
Merit Financial Group
Georgia
$730K +$763K +6,422 New
GI
707
GLOBALT Investments
Georgia
$718K -$2.49K -21 -0.3%
DTL
708
Dynamic Technology Lab
Singapore
$718K +$750K +6,320 New
NRD
709
Nebula Research & Development
New York
$716K +$244K +2,056 +48%
QWM
710
Quadcap Wealth Management
Texas
$715K -$40.8K -344 -5%
WCAMG
711
Woodard & Company Asset Management Group
North Carolina
$712K +$744K +6,268 New
AWA
712
Arkadios Wealth Advisors
Georgia
$709K +$62.9K +530 +9%
RIS
713
Richmond Investment Services
Wisconsin
$700K +$732K +6,164 New
TC
714
TownSquare Capital
Utah
$700K +$139K +1,170 +23%
SWM
715
Shepherd Wealth Management
Ohio
$696K +$727K +6,123 New
JWCA
716
J.W. Cole Advisors
Florida
$693K -$171K -1,437 -19%
IA
717
IAM Advisory
Pennsylvania
$683K +$22.9K +193 +3%
ACM
718
Ayrshire Capital Management
Connecticut
$677K +$708K +5,961 New
QPW
719
Quantum Private Wealth
Florida
$675K +$59.4K +500 +9%
PAM
720
Panagora Asset Management
Massachusetts
$674K +$704K +5,932 New
RIP
721
Reliant Investment Partners
North Carolina
$673K +$704K +5,928 New
KWM
722
Kingsview Wealth Management
Oregon
$667K +$263K +2,219 +61%
AT
723
American Trust
Kentucky
$658K -$18.4K -155 -3%
LSAG
724
Lake Street Advisors Group
New Hampshire
$653K +$18.4K +155 +3%
VC
725
Veracity Capital
Georgia
$647K +$30.6K +258 +5%
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