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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
PAI
951
Pittenger & Anderson Inc
Nebraska
$16.2K – – –
PC
952
Pier Capital
Connecticut
$15.8K – – –
MIM
953
Macroview Investment Management
Maryland
$15.1K +$8.46K +102 +204%
MG
954
Mather Group
Illinois
$15.1K -$16.5K -199 -57%
TPCW
955
TD Private Client Wealth
New York
$14.7K +$3.81K +46 +45%
WWP
956
WR Wealth Planners
Missouri
$14.7K +$9.62K +116 +363%
RTL
957
Red Tortoise LLC
Georgia
$14.6K – – –
LAM
958
Lummis Asset Management
Texas
$14.1K +$2.49K +30 +27%
JPWM
959
Jamison Private Wealth Management
Georgia
$13.2K +$11K +133 New
HWM
960
HighMark Wealth Management
Minnesota
$13.1K – – –
ABWM
961
Alpine Bank Wealth Management
Colorado
$12.7K +$10.6K +128 New
MHR
962
Matthew Hamilton Rosenberg
$12.6K +$10.5K +127 New
WTA
963
Washington Trust Advisors
Massachusetts
$12.3K +$1.99K +24 +24%
BCMLT
964
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.4K – – –
HWP
965
Highline Wealth Partners
California
$11.4K – – –
CT
966
Colonial Trust
South Carolina
$9.99K -$3.73K -45 -31%
CAM
967
Chesapeake Asset Management
New York
$9.95K – – –
NSIM
968
North Star Investment Management
Illinois
$9.95K +$8.29K +100 New
JWA
969
JFS Wealth Advisors
Pennsylvania
$9.65K -$249 -3 -3%
S
970
Sachetta
Massachusetts
$8.86K -$83 -1 -1%
AFWM
971
Abich Financial Wealth Management
Virginia
$8.26K +$6.88K +83 New
FWM
972
FSA Wealth Management
Massachusetts
$8.26K +$6.88K +83 New
SIS
973
Sound Income Strategies
Florida
$8.16K – – –
CAL
974
Capital Advisors Ltd
Ohio
$8K -$7.05K -85 -53%
HGERS
975
Householder Group Estate & Retirement Specialist
Arizona
$8K -$5.22K -63 -42%
37 38
39
40 41