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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
BS
776
Banco Santander
Spain
$960K +$849K +6,363 New
HWM
777
HB Wealth Management
Georgia
$954K +$152K +1,137 +22%
PPW
778
Parcion Private Wealth
Washington
$951K -$76.4K -573 -8%
BRWA
779
B. Riley Wealth Advisors
Florida
$942K -$204K -1,533 -20%
HWM
780
Hohimer Wealth Management
Washington
$938K -$140K -1,048 -14%
EH
781
Equitable Holdings
New York
$936K +$7.2K +54 +0.9%
PSP
782
Principal Street Partners
Tennessee
$934K -$30.7K -230 -4%
PCM
783
Presidio Capital Management
California
$927K +$18.1K +136 +2%
UM
784
UniSuper Management
Australia
$920K – – –
HA
785
Huntleigh Advisors
Missouri
$914K +$1.6K +12 +0.2%
RC
786
Rithm Capital
New York
$905K -$227K -1,700 -22%
AMCA
787
Arthur M. Cohen & Associates
Illinois
$901K – – –
NWWA
788
New Wave Wealth Advisors
Arkansas
$899K +$795K +5,961 New
EI
789
Ellevest Inc
New York
$896K +$413K +3,096 +109%
BCM
790
Berbice Capital Management
New York
$890K +$133K +1,000 +20%
IA
791
IAM Advisory
Pennsylvania
$888K +$1.87K +14 +0.2%
GC
792
Guidance Capital
Kentucky
$887K +$4.8K +36 +0.8%
EP
793
Edgestream Partners
New Jersey
$886K -$114K -858 -13%
SAM
794
S.A. Mason
Michigan
$883K – – –
SYBT
795
Stock Yards Bank & Trust
Kentucky
$883K +$320K +2,398 +69%
PTC
796
Private Trust Company
Ohio
$880K -$35.1K -263 -4%
PS
797
Principal Securities
Iowa
$879K +$16.3K +122 +2%
HFM
798
Hartford Funds Management
Pennsylvania
$874K +$229K +1,717 +42%
PFA
799
Peak Financial Advisors
Colorado
$870K +$187K +1,403 +32%
HAM
800
Harmony Asset Management
Arizona
$861K +$34K +255 +5%
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