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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1076
Sowell Financial Services
Arkansas
$1.11M +$40.9K +129 +4%
SWP
1077
Sagespring Wealth Partners
Tennessee
$1.11M +$114K +358 +12%
BWM
1078
Bosman Wealth Management
California
$1.11M +$506K +1,595 +93%
CG
1079
Caprock Group
Idaho
$1.11M -$1.49M -4,694 -59%
AIP
1080
Ameritas Investment Partners
Nebraska
$1.1M -$45.4K -143 -4%
AT
1081
American Trust
Kentucky
$1.1M +$75.5K +238 +8%
GAM
1082
Grandview Asset Management
Pennsylvania
$1.09M +$317 +1 +0%
LCS
1083
Levin Capital Strategies
New York
$1.09M – – –
BFO
1084
Biltmore Family Office
North Carolina
$1.08M +$7.29K +23 +0.7%
SW
1085
Simplicity Wealth
New Jersey
$1.08M +$298K +939 +41%
GC
1086
Globeflex Capital
California
$1.08M -$369K -1,165 -26%
DC
1087
Davenport & Co
Virginia
$1.08M +$85.3K +269 +9%
WCM
1088
WealthBridge Capital Management
Ohio
$1.08M -$224K -707 -18%
TCA
1089
Transcend Capital Advisors
New Jersey
$1.08M +$287K +905 +39%
PFA
1090
Petra Financial Advisors
Colorado
$1.08M +$1.02M +3,214 New
SCI
1091
Stableford Capital II
Arizona
$1.08M +$1.02M +3,213 New
HIC
1092
Holderness Investments Company
North Carolina
$1.07M +$30.4K +96 +3%
BTI
1093
Blue Trust Inc
Georgia
$1.07M +$223K +703 +28%
LFG
1094
Larson Financial Group
Missouri
$1.07M +$140K +443 +16%
TCPG
1095
Trivant Custom Portfolio Group
California
$1.07M +$59.3K +187 +6%
DA
1096
Dover Advisors
Virginia
$1.07M +$543K +1,712 +35%
PJSIMP
1097
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.06M +$12.7K +40 +1%
NRG
1098
Nemes Rush Group
Michigan
$1.06M +$66.3K +209 +7%
KLCM
1099
KG&L Capital Management
Louisiana
$1.06M +$1M +3,166 New
LCM
1100
Laurion Capital Management
New York
$1.05M +$229K +722 +30%
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