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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
FDS
851
First Dallas Securities
Texas
$746K +$127K +950 +24%
MWM
852
Mission Wealth Management
California
$745K -$101K -755 -13%
MP
853
McDonald Partners
Ohio
$743K – – –
HBW
854
Hazlett, Burt & Watson
West Virginia
$742K +$184K +1,377 +39%
RWA
855
Redhawk Wealth Advisors
Minnesota
$738K +$652K +4,889 New
CMBA
856
C.M. Bidwell & Associates
Hawaii
$732K -$26.9K -202 -4%
CLOS
857
Compagnie Lombard Odier SCmA
Switzerland
$729K +$169K +1,270 +36%
ATC
858
Argent Trust Co
Tennessee
$726K +$13.3K +100 +2%
FT
859
Fiduciary Trust
Massachusetts
$726K +$9.2K +69 +1%
LA
860
LexAurum Advisors
Kansas
$725K +$253K +1,897 +65%
WIA
861
World Investment Advisors
California
$724K -$54.7K -410 -8%
FWP
862
Forefront Wealth Partners
Texas
$722K +$638K +4,786 New
DWM
863
Dynasty Wealth Management
Florida
$716K +$272K +2,041 +76%
PA
864
Parallel Advisors
California
$715K +$78.7K +590 +14%
MWM
865
Maridea Wealth Management
New York
$714K -$3.47K -26 -0.6%
P
866
Pitcairn
Pennsylvania
$708K -$656K -4,918 -51%
SGCA
867
Steel Grove Capital Advisors
Tennessee
$706K – – –
ICP
868
Interchange Capital Partners
Pennsylvania
$702K +$84.2K +631 +16%
TWM
869
TriaGen Wealth Management
California
$696K +$616K +4,615 New
TA
870
Tactive Advisors
Florida
$694K -$118K -888 -16%
JPMIA
871
J.P. Marvel Investment Advisors
Massachusetts
$694K – – –
SCP
872
Sivia Capital Partners
California
$692K +$22.4K +168 +4%
MA
873
MONECO Advisors
Connecticut
$691K -$1.2K -9 -0.2%
HI
874
Harbour Investments
Wisconsin
$687K +$23.7K +178 +4%
HA
875
Herold Advisors
New York
$683K +$31.9K +239 +6%
33 34
35
36 37