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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
1076
IAG Wealth Partners
Wisconsin
$4.84K – – –
NC
1077
NewSquare Capital
Pennsylvania
$4.7K +$6.92K +65 New
CFFP
1078
Center for Financial Planning
Michigan
$4.69K – – –
BI
1079
Binnacle Investments
Iowa
$4.69K +$6.92K +65 New
CI
1080
CX Institutional
Indiana
$4K +$5.43K +51 New
PWA
1081
Physician Wealth Advisors
Utah
$3.88K +$4.15K +39 +260%
HWA
1082
HHM Wealth Advisors
Tennessee
$3.83K +$4.26K +40 +308%
KSB
1083
Kennebec Savings Bank
Maine
$3.75K – – –
RWM
1084
Raffa Wealth Management
District of Columbia
$3.75K – – –
WPA
1085
Wealth Preservation Advisors
Tennessee
$3.61K +$5.32K +50 New
DIP
1086
DT Investment Partners
Pennsylvania
$3.61K – – –
CPG
1087
Cornerstone Planning Group
New Jersey
$3.59K +$1.7K +16 +53%
QC
1088
Quent Capital
New York
$3.39K – – –
1IA
1089
1620 Investment Advisors
Massachusetts
$3.25K -$532 -5 -10%
APW
1090
Aventura Private Wealth
Florida
$3.1K – – –
WCM
1091
Winthrop Capital Management
Indiana
$3K – – –
NB
1092
NBT Bank
New York
$2.89K +$4.26K +40 New
SHIM
1093
Stone House Investment Management
Pennsylvania
$2.89K +$4.26K +40 New
WTA
1094
Washington Trust Advisors
Massachusetts
$2.57K -$1.17K -11 -23%
FFO
1095
Fortitude Family Office
Arizona
$2.38K – – –
MAS
1096
MPWM Advisory Solutions
Georgia
$2.31K – – –
DPW
1097
DiNuzzo Private Wealth
Pennsylvania
$2.17K -$319 -3 -9%
CWM
1098
Centricity Wealth Management
Ohio
$2.17K – – –
IRC
1099
Investors Research Corp
Georgia
$2.17K – – –
PA
1100
Pineridge Advisors
Missouri
$2.09K +$3.09K +29 New
42 43
44
45 46