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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
CH
1201
Canton Hathaway
Rhode Island
$324K – – –
GCM
1202
Gallacher Capital Management
Colorado
$324K – – –
BOH
1203
Bank of Hawaii
Hawaii
$324K -$4M -23,058 -92%
GIA
1204
Gladstone Institutional Advisory
Florida
$321K -$778K -4,483 -69%
GWM
1205
Geneos Wealth Management
Colorado
$321K +$41.1K +237 +14%
EAM
1206
Erste Asset Management
Austria
$320K -$1.03M -5,961 -75%
CFA
1207
Cahill Financial Advisors
Minnesota
$320K +$47.7K +275 +16%
AHL
1208
Abel Hall LLC
Louisiana
$317K +$340K +1,956 New
FTUS
1209
Flow Traders U.S.
New York
$314K +$336K +1,936 New
CRC
1210
Curi RMB Capital
Illinois
$312K +$334K +1,926 New
RFA
1211
Register Financial Advisors
Georgia
$311K – – –
CGL
1212
Clarius Group LLC
Washington
$311K – – –
FM
1213
Family Management
New York
$309K +$21.7K +125 +7%
TAFW
1214
Tred Avon Family Wealth
Maryland
$307K – – –
LAM
1215
L2 Asset Management
Massachusetts
$307K +$25.2K +145 +8%
BEI
1216
Benjamin Edwards Inc
Missouri
$303K -$98.3K -566 -23%
OBWG
1217
Onyx Bridge Wealth Group
New York
$303K +$23.1K +133 +8%
AMPWP
1218
Alvarez & Marsal Private Wealth Partners
Florida
$302K +$323K +1,863 New
AU
1219
AlphaGrep UK
$302K +$323K +1,862 New
BWM
1220
Bosman Wealth Management
California
$302K +$323K +1,861 New
LCGC
1221
Legacy Capital Group California
California
$301K +$9.9K +57 +3%
PFPG
1222
Pinnacle Financial Partners (Georgia)
Georgia
$300K +$322K +1,854 New
HCM
1223
Howard Capital Management
Georgia
$299K +$1.56K +9 +0.5%
MFS
1224
Mirabella Financial Services
United Kingdom
$299K +$320K +1,843 New
HIC
1225
Holderness Investments Company
North Carolina
$298K +$25.2K +145 +9%
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49
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