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Vertiv
VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1001
GAMMA Investing
California
$596K +$34K +196 +6%
ECM
1002
Evergreen Capital Management
Washington
$596K +$638K +3,677 New
AAM
1003
Aureus Asset Management
Massachusetts
$595K +$174K +1,000 +37%
OC
1004
Opinicus Capital
Florida
$589K -$58.5K -337 -8%
EWA
1005
Exencial Wealth Advisors
Oklahoma
$586K +$79.5K +458 +14%
PL
1006
Perpetual Ltd
Australia
$586K -$25.4M -146,575 -98%
PP
1007
PDS Planning
Ohio
$586K +$51K +294 +9%
SC
1008
Savant Capital
Illinois
$585K +$16.1K +93 +3%
FNBT
1009
FineMark National Bank & Trust
Florida
$584K -$6.95K -40 -1%
LWM
1010
Liberty Wealth Management
California
$582K +$17.2K +99 +3%
RFN
1011
Redwood Financial Network
Ohio
$574K -$36.5K -210 -6%
HFAS
1012
Hummer Financial Advisory Services
Illinois
$567K – – –
MGIA
1013
Moneta Group Investment Advisors
Missouri
$567K -$28.1K -162 -4%
FFA
1014
Fi3 Financial Advisors
Indiana
$564K +$14.6K +84 +2%
DCM
1015
Dudley Capital Management
Virginia
$563K -$17.4K -100 -3%
FAMI
1016
Fideuram Asset Management (Ireland)
$560K +$922K +5,311 New
GAM
1017
Grandview Asset Management
Pennsylvania
$559K -$41.8K -241 -7%
GWMR
1018
GC Wealth Management RIA
Massachusetts
$559K -$363K -2,090 -38%
AO
1019
Advisor OS
Illinois
$556K -$58.5K -337 -9%
SOW
1020
State of Wyoming
Wyoming
$556K +$187K +1,078 +46%
HI
1021
Horizon Investments
North Carolina
$555K -$1.65M -9,519 -74%
BPAMU
1022
BTG Pactual Asset Management US
New York
$553K +$96.9K +558 +20%
FSA
1023
Fort Sheridan Advisors
Illinois
$552K -$30.4K -175 -5%
FA
1024
Fedenia Advisers
Wisconsin
$552K – – –
WH
1025
Willner & Heller
California
$549K +$228K +1,311 +63%
39 40
41
42 43