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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1201
LeConte Wealth Management
Tennessee
$533K +$78.1K +352 +20%
MWM
1202
Modera Wealth Management
New Jersey
$533K +$11.5K +52 +3%
RCAG
1203
Rehmann Capital Advisory Group
Michigan
$532K +$121K +544 +34%
AAS
1204
Ameritas Advisory Services
Nebraska
$531K -$36K -162 -7%
CWP
1205
Cyndeo Wealth Partners
Florida
$530K -$40.2K -181 -8%
O
1206
Ossiam
France
$529K -$159K -715 -25%
RFW
1207
Redwood Family Wealth
Texas
$528K +$1.11K +5 +0.2%
SC
1208
Shay Capital
New York
$526K -$3.14M -14,150 -87%
NFSG
1209
Newbridge Financial Services Group
Florida
$526K -$131K -589 -22%
CIC
1210
Chilton Investment Company
Connecticut
$525K – – –
GF
1211
GGM Financials
Ohio
$524K +$464K +2,092 New
FA
1212
FDx Advisors
Illinois
$524K +$465K +2,093 New
BIM
1213
Barton Investment Management
Pennsylvania
$522K -$27.7K -125 -6%
AU
1214
AlphaGrep UK
$519K +$46.8K +211 +11%
GWP
1215
Gateway Wealth Partners
Wisconsin
$519K +$460K +2,071 New
MWPCG
1216
Measured Wealth Private Client Group
New Hampshire
$518K -$8.66K -39 -2%
VCM
1217
Vines Capital Management
Louisiana
$515K -$1.33K -6 -0.3%
IMT
1218
Investment Management Trust
Massachusetts
$514K +$456K +2,052 New
DWT
1219
Dorsey & Whitney Trust
South Dakota
$511K +$50.2K +226 +12%
VWA
1220
Visionary Wealth Advisors
Illinois
$511K -$12.4K -56 -3%
RIA
1221
Regal Investment Advisors
Michigan
$510K -$11.8K -53 -3%
VCM
1222
Voleon Capital Management
California
$510K +$61.5K +277 +16%
IAS
1223
Insigneo Advisory Services
Florida
$510K +$65.3K +294 +17%
RA
1224
Range Advisory
Virginia
$509K +$451K +2,032 New
LAM
1225
L2 Asset Management
Massachusetts
$509K +$30.4K +137 +7%
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