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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
776
Caprock Group
Idaho
$535K +$70.9K +597 +15%
AG
777
AlTi Global
New York
$534K – – –
FHA
778
First Horizon Advisors
Tennessee
$533K -$13.5K -114 -2%
DIM
779
Delta Investment Management
California
$526K +$38.4K +323 +7%
PCM
780
Presidio Capital Management
California
$525K +$35.6K +300 +7%
JPMIA
781
J.P. Marvel Investment Advisors
Massachusetts
$523K – – –
SB
782
SIG Brokerage
New York
$522K +$546K +4,598 New
AMCA
783
Arthur M. Cohen & Associates
Illinois
$514K +$537K +4,525 New
QI
784
Qtron Investments
Massachusetts
$512K -$204K -1,714 -28%
HWM
785
HB Wealth Management
Georgia
$511K +$62.7K +528 +13%
MAS
786
Meeder Advisory Services
Ohio
$511K +$209K +1,763 +64%
MMA
787
Mizuho Markets Americas
New York
$507K – – –
FBT
788
First Bankers Trust
Kentucky
$505K -$8.9K -75 -2%
TE
789
Tema ETFs
New York
$503K +$525K +4,424 New
TRCT
790
Tower Research Capital (TRC)
New York
$500K -$97K -817 -16%
MA
791
MONECO Advisors
Connecticut
$500K -$35K -295 -6%
HIA
792
Harbor Investment Advisory
Maryland
$500K +$324K +2,725 +163%
MPWS
793
McCarter Private Wealth Services
Massachusetts
$497K +$519K +4,371 New
AWA
794
Alta Wealth Advisors
Massachusetts
$490K +$512K +4,312 New
PF
795
Phoenix Financial
Israel
$488K -$53.1K -447 -9%
BA
796
Bluesphere Advisors
Pennsylvania
$488K +$176K +1,482 +53%
CANY
797
Caxton Associates (New York)
New York
$483K +$504K +4,247 New
PPW
798
Parcion Private Wealth
Washington
$482K -$7.96K -67 -2%
WWM
799
Whalen Wealth Management
Nevada
$482K +$503K +4,240 New
AIP
800
Almanack Investment Partners
Pennsylvania
$479K +$49.9K +420 +11%
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