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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
826
Insight Wealth Partners
Texas
$552K +$115K +1,180 +38%
HA
827
Herold Advisors
New York
$551K +$33.5K +345 +9%
TCA
828
Transcend Capital Advisors
New Jersey
$548K -$7.97K -82 -2%
RCM
829
Raleigh Capital Management
North Carolina
$546K -$17K -175 -4%
HW
830
Hancock Whitney
Mississippi
$535K -$6.07M -62,469 -94%
HT
831
Heritage Trust
Oklahoma
$533K +$49.2K +506 +14%
PA
832
Parallel Advisors
California
$533K +$70.2K +722 +21%
TFA
833
Trinity Financial Advisors
Ohio
$531K +$402K +4,135 New
KPWS
834
Kestra Private Wealth Services
Texas
$530K -$2.82K -29 -0.7%
DTL
835
Dynamic Technology Lab
Singapore
$529K +$92.4K +950 +30%
MWM
836
Maridea Wealth Management
New York
$525K +$397K +4,087 New
HFM
837
Hartford Funds Management
Pennsylvania
$523K +$396K +4,074 New
WCM
838
WealthBridge Capital Management
Ohio
$521K +$92.8K +954 +31%
RFC
839
Regions Financial Corp
Alabama
$520K +$394K +4,052 New
FSA
840
Fort Sheridan Advisors
Illinois
$518K +$48.6K +500 +14%
GC
841
Grange Capital
Oregon
$517K -$217K -2,235 -36%
ICP
842
Interchange Capital Partners
Pennsylvania
$516K -$14.5K -149 -4%
HFS
843
Hantz Financial Services
Michigan
$514K +$60.9K +626 +19%
UCMOK
844
United Capital Management of KS
Kansas
$514K +$389K +4,000 New
EWA
845
EverSource Wealth Advisors
Alabama
$514K +$203K +2,092 +110%
FDS
846
First Dallas Securities
Texas
$513K +$95.1K +978 +32%
SFC
847
Swisher Financial Concepts
Ohio
$511K +$41.6K +428 +12%
GTAM
848
Global Trust Asset Management
Florida
$510K +$386K +3,974 New
LSIA
849
LaSalle St. Investment Advisors
Illinois
$508K +$50.7K +521 +15%
KC
850
Kadensa Capital
Hong Kong
$504K +$382K +3,925 New
32 33
34
35 36