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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
PTP
1076
Platform Technology Partners
New York
$469K +$22.4K +129 +5%
TA
1077
Tactive Advisors
Florida
$469K -$296K -1,704 -37%
OL
1078
Optas LLC
Texas
$466K -$21.9K -126 -4%
WMA
1079
Wealth Management Associates
New Jersey
$465K -$56.8K -327 -10%
IWA
1080
Icon Wealth Advisors
Texas
$465K -$22.9K -132 -4%
PIA
1081
Petredis Investment Advisors
Pennsylvania
$464K – – –
SIA
1082
Strategic Investment Advisors
Michigan
$462K -$286K -1,650 -37%
EA
1083
Enclave Advisors
Texas
$461K -$36.6K -211 -7%
O
1084
Ossiam
France
$458K +$384K +2,211 +359%
CGA
1085
Crescent Grove Advisors
Illinois
$458K +$142K +820 +41%
PCIG
1086
Partners Capital Investment Group
Massachusetts
$457K -$80K -461 -14%
DC
1087
Davenport & Co
Virginia
$456K +$104K +600 +27%
SWP
1088
Sagespring Wealth Partners
Tennessee
$452K +$27.3K +157 +6%
GLA
1089
Great Lakes Advisors
Illinois
$451K +$40.8K +235 +9%
HSA
1090
HBK Sorce Advisory
Pennsylvania
$450K +$28.3K +163 +8%
BHIA
1091
Birch Hill Investment Advisors
Massachusetts
$450K -$3.47K -20 -0.7%
NEWAS
1092
N.E.W. Advisory Services
Wisconsin
$449K +$235K +1,351 +95%
GSIAS
1093
Garden State Investment Advisory Services
New Jersey
$446K +$478K +2,752 New
WEG
1094
World Equity Group
Illinois
$445K -$71.4K -411 -13%
PJWM
1095
Philip James Wealth Mangement
Georgia
$443K +$26.9K +155 +6%
BF
1096
bLong Financial
Tennessee
$441K +$8.68K +50 +2%
NCM
1097
Narwhal Capital Management
Georgia
$437K +$210K +1,209 +81%
NFSG
1098
Newbridge Financial Services Group
Florida
$435K +$236K +1,362 +103%
RIL
1099
Rothschild Investment LLC
Illinois
$435K +$10.6K +61 +2%
AWM
1100
Accurate Wealth Management
Florida
$435K +$48.1K +277 +12%
42 43
44
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