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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
901
Capital Performance Advisors
California
$101K +$84.1K +1,014 New
AWM
902
Atticus Wealth Management
Florida
$99.8K +$2.24K +27 +3%
CTA
903
Colonial Trust Advisors
South Carolina
$94.6K -$20.7K -250 -21%
HI
904
Harbour Investments
Wisconsin
$92.5K +$7.29K +88 +10%
HNB
905
Huntington National Bank
Ohio
$92.4K -$9.45K -114 -11%
GSEP
906
Golden State Equity Partners
California
$91.5K -$367K -4,432 -83%
AA
907
Alta Advisers
United Kingdom
$89.5K +$74.6K +900 New
QCG
908
Quadrant Capital Group
Ohio
$89.4K +$166 +2 +0.2%
OLVIG
909
Oliver Lagore Vanvalin Investment Group
Michigan
$88.1K -$14.7K -177 -17%
LFG
910
Larson Financial Group
Missouri
$83.5K +$48.7K +587 +233%
SVCP
911
Silicon Valley Capital Partners
California
$77K – – –
GAM
912
Groupama Asset Management
France
$73.8K +$76.6K +924 New
TSMHT
913
Thurston Springer Miller Herd & Titak
Indiana
$71.2K +$52.3K +631 +742%
RCM
914
Raleigh Capital Management
North Carolina
$66.8K -$4.31K -52 -7%
MWA
915
MFA Wealth Advisors
Pennsylvania
$66.8K +$55.6K +671 New
VWM
916
Venturi Wealth Management
Texas
$66.6K -$348K -4,203 -86%
SAM
917
Smartleaf Asset Management
Massachusetts
$63.8K +$38K +458 +241%
AF
918
Allworth Financial
California
$63.5K +$8.29K +100 +19%
QL
919
Quarry LP
New York
$60.6K -$3.65K -44 -7%
PFBT
920
Parkside Financial Bank & Trust
Missouri
$59.9K +$22.4K +270 +81%
VCM
921
Versant Capital Management
Arizona
$59.3K +$29.4K +355 +147%
WT
922
Washington Trust
Rhode Island
$55.7K – – –
CAS
923
Coppell Advisory Solutions
Texas
$55.2K – – –
NRG
924
Nemes Rush Group
Michigan
$50.1K -$87K -1,049 -63%
TCM
925
TruNorth Capital Management
Michigan
$49.9K – – –
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38 39