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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
FPGK
1001
Financial Partners Group (Kansas)
Kansas
$429K -$37.1K -278 -9%
BIM
1002
Bridges Investment Management
Nebraska
$429K +$35.5K +266 +10%
MWM
1003
Meridian Wealth Management
Kentucky
$429K -$2.04M -15,301 -84%
CWP
1004
Cyndeo Wealth Partners
Florida
$427K +$2.94K +22 +0.8%
AWM
1005
Atticus Wealth Management
Florida
$426K -$2.27K -17 -0.6%
SFS
1006
Sowell Financial Services
Arkansas
$425K +$12.1K +91 +3%
WCM
1007
Washburn Capital Management
Florida
$425K – – –
BA
1008
Bluesphere Advisors
Pennsylvania
$424K – – –
EFG
1009
Elm3 Financial Group
Georgia
$423K -$12.4K -93 -3%
BHIA
1010
Birch Hill Investment Advisors
Massachusetts
$422K – – –
MA
1011
Montag & Associates
Georgia
$420K +$14.5K +109 +4%
PTP
1012
Platform Technology Partners
New York
$418K – – –
AWM
1013
Accurate Wealth Management
Florida
$418K +$18K +135 +6%
LFG
1014
Larson Financial Group
Missouri
$417K +$76.3K +572 +26%
LNWWM
1015
Laird Norton Wetherby Wealth Management
California
$413K +$23.2K +174 +7%
RIP
1016
Reliant Investment Partners
North Carolina
$413K -$26.7K -200 -7%
PFS
1017
Prospect Financial Services
New York
$410K -$13.3K -100 -4%
GAM
1018
Guinness Asset Management
United Kingdom
$410K -$74.7K -560 -16%
AAM
1019
Aureus Asset Management
Massachusetts
$403K – – –
BF
1020
bLong Financial
Tennessee
$403K +$16K +120 +5%
CCFM
1021
Clear Creek Financial Management
Washington
$398K +$352K +2,637 New
SWP
1022
Sagespring Wealth Partners
Tennessee
$398K +$16.7K +125 +5%
RIL
1023
Rothschild Investment LLC
Illinois
$396K +$117K +876 +50%
CWM
1024
Concentrum Wealth Management
California
$394K +$534 +4 +0.2%
PCMH
1025
Polymer Capital Management (HK)
Hong Kong
$394K +$348K +2,609 New
39 40
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