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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
926
Allworth Financial
California
$549K +$125K +936 +35%
PFGIA
927
Patriot Financial Group Insurance Agency
Massachusetts
$543K – – –
FSA
928
Fort Sheridan Advisors
Illinois
$541K -$59.5K -446 -11%
TCG
929
Transcendent Capital Group
Oklahoma
$540K -$25.6K -192 -5%
DCM
930
Dudley Capital Management
Virginia
$539K +$30.7K +230 +7%
CGH
931
Crossmark Global Holdings
Texas
$537K +$8.94K +67 +2%
EAM
932
Eventide Asset Management
Massachusetts
$536K +$474K +3,552 New
SC
933
Savant Capital
Illinois
$531K +$243K +1,822 +107%
HFAS
934
Hummer Financial Advisory Services
Illinois
$528K – – –
DAM
935
Deltec Asset Management
New York
$528K +$467K +3,500 New
LWM
936
Liberty Wealth Management
California
$527K -$2.8K -21 -0.6%
NMG
937
New Millennium Group
Utah
$527K +$466K +3,492 New
GI
938
GAMMA Investing
California
$526K +$78.8K +591 +20%
SCM
939
SCS Capital Management
Massachusetts
$524K -$145K -1,085 -24%
FW
940
FullCircle Wealth
Texas
$524K – – –
CAM
941
Cresset Asset Management
Illinois
$522K +$62.2K +466 +16%
FAG
942
Fortitude Advisory Group
Washington
$521K +$21.9K +164 +5%
FA
943
Fedenia Advisers
Wisconsin
$514K +$4K +30 +0.9%
FFA
944
Fi3 Financial Advisors
Indiana
$513K +$453K +3,398 New
MAC
945
Mason & Associates (California)
California
$508K +$56.4K +423 +14%
ALAM
946
Asahi Life Asset Management
Japan
$506K – – –
HFW
947
Horizon Family Wealth
Illinois
$506K +$133 +1 +0%
PGWM
948
Parisi Gray Wealth Management
New Jersey
$504K +$153K +1,148 +52%
PP
949
PDS Planning
Ohio
$501K -$4.54K -34 -1%
SLG
950
Stanley-Laman Group
Pennsylvania
$500K +$442K +3,313 New
36 37
38
39 40