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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
926
Cantor Fitzgerald
New York
$375K +$284K +2,923 New
ISL
927
Ingalls & Snyder LLC
New York
$375K -$2.92K -30 -1%
LA
928
LexAurum Advisors
Kansas
$374K +$283K +2,910 New
CW
929
Channel Wealth
California
$373K -$1.67M -17,199 -86%
EA
930
Enclave Advisors
Texas
$373K +$282K +2,904 New
EFG
931
Elm3 Financial Group
Georgia
$372K -$17.9K -184 -6%
BP
932
Ballentine Partners
Massachusetts
$372K +$281K +2,894 New
GI
933
GAMMA Investing
California
$371K +$34.1K +351 +14%
AAP
934
Arax Advisory Partners
Colorado
$371K +$28K +288 +11%
EI
935
Ellevest Inc
New York
$365K +$277K +2,845 New
AWM
936
Atticus Wealth Management
Florida
$365K +$96.5K +992 +54%
RA
937
RFG Advisory
Alabama
$364K +$276K +2,835 New
WCM
938
Washburn Capital Management
Florida
$362K – – –
PFS
939
Prospect Financial Services
New York
$362K -$36.6K -376 -12%
BA
940
Bluesphere Advisors
Pennsylvania
$361K – – –
CWP
941
Cyndeo Wealth Partners
Florida
$360K +$273K +2,807 New
CC
942
Centiva Capital
New York
$360K +$130K +1,332 +90%
BHIA
943
Birch Hill Investment Advisors
Massachusetts
$359K -$60.3K -620 -18%
RT
944
Rockland Trust
Massachusetts
$359K +$272K +2,793 New
IWA
945
Icon Wealth Advisors
Texas
$357K +$1.95K +20 +0.7%
RIP
946
Reliant Investment Partners
North Carolina
$356K – – –
PTP
947
Platform Technology Partners
New York
$356K +$269K +2,769 New
TAM
948
Titleist Asset Management
Texas
$353K +$267K +2,749 New
OF
949
Optimize Financial
California
$353K +$267K +2,748 New
MWM
950
Mindset Wealth Management
Indiana
$351K -$30.1K -310 -10%
36 37
38
39 40