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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
801
Blue Trust Inc
Georgia
$609K +$317K +3,263 +220%
FT
802
Fiduciary Trust
Massachusetts
$609K +$461K +4,741 New
ATC
803
Argent Trust Co
Tennessee
$605K +$28.7K +295 +7%
VC
804
Veracity Capital
Georgia
$605K -$19.7K -203 -4%
TWC
805
TD Waterhouse Canada
Ontario, Canada
$604K -$1.58M -16,220 -77%
KWM
806
Kingsman Wealth Management
Florida
$603K +$97 +1 +0%
FIM
807
Freedom Investment Management
Connecticut
$599K +$163K +1,672 +56%
IA
808
IFG Advisory
Georgia
$596K +$44K +452 +11%
JPMIA
809
J.P. Marvel Investment Advisors
Massachusetts
$591K – – –
HGA
810
Hobbs Group Advisors
South Carolina
$590K +$447K +4,595 New
MA
811
MONECO Advisors
Connecticut
$590K -$778 -8 -0.2%
LBWM
812
Left Brain Wealth Management
Illinois
$587K +$445K +4,575 New
SCM
813
SCS Capital Management
Massachusetts
$586K +$1.46K +15 +0.3%
LIM
814
Leavell Investment Management
Alabama
$584K +$118K +1,215 +36%
CAM
815
Costello Asset Management
Pennsylvania
$577K – – –
MAS
816
Meeder Advisory Services
Ohio
$570K +$8.27K +85 +2%
SCP
817
Sivia Capital Partners
California
$567K +$430K +4,417 New
OC
818
Opinicus Capital
Florida
$566K -$280K -2,877 -40%
HI
819
Harbour Investments
Wisconsin
$562K +$208K +2,138 +96%
PFA
820
Peak Financial Advisors
Colorado
$560K +$424K +4,364 New
MGP
821
Metis Global Partners
California
$557K -$196K -2,012 -32%
SWA
822
Sax Wealth Advisors
New Jersey
$557K -$9.92K -102 -2%
GM
823
GeoWealth Management
Illinois
$556K -$3.99K -41 -0.9%
RBWA
824
RFG - Bristol Wealth Advisors
Massachusetts
$554K -$658K -6,768 -61%
KIM
825
Kane Investment Management
California
$553K -$221K -2,277 -35%
31 32
33
34 35