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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1176
Truvestments Capital
Florida
$2.27K +$2.38K +20 New
SO
1177
Sierra Ocean
California
$1.93K +$2.02K +17 New
PWA
1178
Physician Wealth Advisors
Utah
$1.73K +$1.78K +15 New
VHAM
1179
Van Hulzen Asset Management
California
$1.71K +$1.78K +15 New
NS
1180
NBC Securities
Alabama
$1.65K -$1.56M -13,111 -100%
HWA
1181
HHM Wealth Advisors
Tennessee
$1.48K +$1.54K +13 New
SAM
1182
Synergy Asset Management
Washington
$1.39K +$1.66K +14 New
CSWM
1183
Cassady Schiller Wealth Management
Ohio
$1.25K +$1.31K +11 New
PWA
1184
Principia Wealth Advisory
Texas
$1.25K +$1.31K +11 New
NSIM
1185
North Star Investment Management
Illinois
$1.14K -$10.7K -90 -90%
FMP
1186
Financial Management Professionals
Texas
$1.14K +$1.19K +10 New
RTC
1187
Riverview Trust Company
Washington
$1.02K – – –
GFPC
1188
Global Financial Private Client
Florida
$1.02K +$1.07K +9 New
BFPW
1189
BOK Financial Private Wealth
Colorado
$909 – – –
BOJHT
1190
Bank of Jackson Hole Trust
Wyoming
$909 +$950 +8 New
HIMS
1191
Hager Investment Management Services
New Hampshire
$909 +$950 +8 New
WCM
1192
WealthTrak Capital Management
Virginia
$796 +$831 +7 New
BTD
1193
BankPlus Trust Department
Mississippi
$795 +$831 +7 New
AP
1194
Aspect Partners
Virginia
$682 – – –
CTB
1195
Country Trust Bank
Illinois
$682 – – –
PWM
1196
Parkworth Wealth Management
California
$568 +$594 +5 New
TAM
1197
Tucker Asset Management
Colorado
$568 +$594 +5 New
CWM
1198
Cranbrook Wealth Management
Michigan
$455 – – –
LCM
1199
Logan Capital Management
Pennsylvania
$341 +$356 +3 New
CWP
1200
Concord Wealth Partners
Virginia
$114 +$119 +1 New
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