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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
851
IAM Advisory
Pennsylvania
$1.54M -$19.5K -88 -1%
WAM
852
WealthTrust Asset Management
Florida
$1.53M -$16.2K -73 -1%
VT
853
Vise Technologies
New York
$1.53M – – –
GSWM
854
Golden State Wealth Management
California
$1.53M +$192K +865 +17%
FCM
855
Fourpath Capital Management
Oklahoma
$1.52M +$974K +4,388 +262%
WAM
856
Westport Asset Management
Connecticut
$1.5M -$444K -2,000 -25%
SGCA
857
Steel Grove Capital Advisors
Tennessee
$1.5M +$888 +4 +0.1%
WWM
858
Walser Wealth Management
Florida
$1.5M -$8.66K -39 -0.6%
WIS
859
Wright Investors Service
Connecticut
$1.5M +$142K +638 +12%
BHC
860
Bull Harbor Capital
Maryland
$1.48M +$1.31M +5,908 New
BCM
861
Berbice Capital Management
New York
$1.48M – – –
MBWA
862
Marin Bay Wealth Advisors
California
$1.47M -$11.5K -52 -0.9%
MA
863
MCF Advisors
Kentucky
$1.47M +$95.7K +431 +8%
AFG
864
Atomi Financial Group
New York
$1.46M +$189K +850 +17%
APC
865
Aspire Private Capital
North Carolina
$1.45M -$282K -1,271 -18%
TW
866
Tempo Wealth
Ohio
$1.45M +$109K +491 +9%
SLWA
867
San Luis Wealth Advisors
California
$1.45M +$72.8K +328 +6%
EC
868
EdgeRock Capital
Colorado
$1.45M -$506K -2,279 -28%
SYBT
869
Stock Yards Bank & Trust
Kentucky
$1.44M -$11.1K -50 -0.9%
GH
870
GAM Holding
Switzerland
$1.44M +$323K +1,457 +34%
SAM
871
S.A. Mason
Michigan
$1.43M -$3.55K -16 -0.3%
SCM
872
Sidoxia Capital Management
California
$1.43M +$1.27M +5,710 New
FTWA
873
Fifth Third Wealth Advisors
Ohio
$1.43M +$737K +3,320 +140%
FAM
874
Formidable Asset Management
Ohio
$1.42M -$35.1K -158 -2%
SCP
875
Silverleafe Capital Partners
Tennessee
$1.41M +$1.25M +5,637 New
33 34
35
36 37