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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1101
Smartleaf Asset Management
Massachusetts
$432K +$50.9K +293 +13%
GM
1102
GeoWealth Management
Illinois
$427K -$199K -1,144 -30%
CPA
1103
Capital Performance Advisors
California
$427K +$18.1K +104 +4%
RBFC
1104
Roman Butler Fullerton & Co
Missouri
$427K +$9.38K +54 +2%
ISL
1105
Ingalls & Snyder LLC
New York
$425K -$51.2K -295 -10%
OF
1106
Optimize Financial
California
$418K +$6.25K +36 +1%
RIP
1107
Reliant Investment Partners
North Carolina
$417K – – –
FFA
1108
Fairfield Financial Advisors
Massachusetts
$415K +$10.1K +58 +2%
WW
1109
Waterfront Wealth
Kansas
$415K +$9.72K +56 +3%
ACM
1110
Alpha Capital Management
Texas
$411K +$441K +2,539 New
PFS
1111
Prospect Financial Services
New York
$407K -$36.5K -210 -8%
FCBT
1112
First Citizens Bank & Trust
North Carolina
$406K +$204K +1,175 +88%
WCM
1113
Washburn Capital Management
Florida
$405K -$55.6K -320 -11%
RP
1114
Regal Partners
Australia
$405K – – –
AWA
1115
Aaron Wealth Advisors
Illinois
$405K -$83.7K -482 -16%
MFG
1116
Magnus Financial Group
New York
$402K +$158K +908 +58%
PTC
1117
Philadelphia Trust Company
Pennsylvania
$401K +$430K +2,475 New
EFS
1118
Essex Financial Services
Connecticut
$399K -$12.2K -70 -3%
ORG
1119
Optimist Retirement Group
Washington
$399K – – –
MCA
1120
Millennium Capital Advisors
Arkansas
$398K +$71.7K +413 +20%
RT
1121
Rockland Trust
Massachusetts
$397K -$24.3K -140 -5%
SFC
1122
SYM Financial Corp
Indiana
$396K +$13.5K +78 +3%
RFG
1123
Range Financial Group
Oregon
$396K +$425K +2,447 New
PAW
1124
Plan A Wealth
Nebraska
$396K -$174 -1 -0%
HPC
1125
HM Payson & Co
Maine
$396K -$87.7K -505 -17%
43 44
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