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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
1076
Texas Capital Bank Wealth Management Services
Texas
$757K +$155K +700 +30%
RA
1077
Rational Advisors
New York
$757K +$671K +3,021 New
TCPG
1078
Trivant Custom Portfolio Group
California
$754K +$668K +3,011 New
AFM
1079
Aspetuck Financial Management
Connecticut
$752K – – –
LJAC
1080
L.J. Altfest & Co
New York
$750K +$665K +2,994 New
PTC
1081
Philadelphia Trust Company
Pennsylvania
$745K +$111K +500 +20%
TVM
1082
True Vision MN
Minnesota
$743K -$21.8K -98 -3%
DC
1083
Davenport & Co
Virginia
$743K +$33.3K +150 +5%
SWP
1084
Sagespring Wealth Partners
Tennessee
$742K +$37.5K +169 +6%
NRG
1085
Nemes Rush Group
Michigan
$742K -$888 -4 -0.1%
OC
1086
Opinicus Capital
Florida
$742K -$150K -675 -19%
SFS
1087
Sharp Financial Services
Pennsylvania
$740K -$11.1K -50 -2%
ACM
1088
Alta Capital Management
Utah
$738K +$222 +1 +0%
HWM
1089
Hohimer Wealth Management
Washington
$737K -$737K -3,322 -53%
ACM
1090
Alpha Capital Management
Texas
$735K +$87.7K +395 +16%
GPA
1091
Guerra Pan Advisors
New Jersey
$734K – – –
MLL
1092
Moody Lynn & Lieberson
Massachusetts
$732K – – –
IAMOG
1093
Investors Asset Management of Georgia
Georgia
$732K – – –
MFG
1094
Magnus Financial Group
New York
$727K +$93.7K +422 +17%
AIP
1095
Almanack Investment Partners
Pennsylvania
$727K -$17.5K -79 -3%
CPA
1096
Capital Performance Advisors
California
$724K +$56.6K +255 +10%
LA
1097
LexAurum Advisors
Kansas
$724K +$641K +2,889 New
DCM
1098
Dudley Capital Management
Virginia
$720K -$133K -600 -17%
OL
1099
Optas LLC
Texas
$718K -$2.89K -13 -0.5%
PIA
1100
Petredis Investment Advisors
Pennsylvania
$717K – – –
42 43
44
45 46