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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
901
Cornerstone Wealth Management
Missouri
$608K +$26.4K +198 +5%
UM
902
Ulysses Management
New York
$603K +$133K +1,000 +33%
WPC
903
Wedmont Private Capital
Pennsylvania
$601K +$23.7K +178 +5%
OC
904
Opinicus Capital
Florida
$599K -$57.8K -433 -10%
AG
905
Algert Global
California
$594K +$526K +3,940 New
SFC
906
Swisher Financial Concepts
Ohio
$590K -$9.2K -69 -2%
HFS
907
Hantz Financial Services
Michigan
$589K -$13.7K -103 -3%
WA
908
Waverly Advisors
Alabama
$583K +$70.7K +530 +16%
SAM
909
Seelaus Asset Management
New Jersey
$581K +$2.67K +20 +0.5%
NRG
910
Nemes Rush Group
Michigan
$579K +$6.67K +50 +1%
WCM
911
Washington Capital Management
Washington
$573K – – –
A
912
AlphaQuest
New York
$571K +$403K +3,023 +398%
GM
913
GeoWealth Management
Illinois
$570K -$73K -547 -13%
AO
914
Advisor OS
Illinois
$569K +$199K +1,492 +65%
FPL
915
Fortress Private Ledger
North Carolina
$569K +$225K +1,690 +81%
LSIA
916
LaSalle St. Investment Advisors
Illinois
$567K -$25.9K -194 -5%
RFN
917
Redwood Financial Network
Ohio
$566K +$15.7K +118 +3%
RCM
918
Raleigh Capital Management
North Carolina
$563K -$69.4K -520 -12%
FFG
919
Fiduciary Financial Group
California
$561K +$496K +3,722 New
MWM
920
Mindset Wealth Management
Indiana
$559K +$130K +971 +36%
CI
921
Cigna Investments
Connecticut
$557K -$8.14K -61 -2%
GAM
922
Grandview Asset Management
Pennsylvania
$557K +$20.7K +155 +4%
SP
923
SIH Partners
Delaware
$556K +$492K +3,687 New
MGIA
924
Moneta Group Investment Advisors
Missouri
$552K +$5.2K +39 +1%
FNBT
925
FineMark National Bank & Trust
Florida
$550K -$9.87K -74 -2%
35 36
37
38 39