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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
1226
Diametric Capital
Massachusetts
$797K +$755K +2,379 New
IMT
1227
Investment Management Trust
Massachusetts
$796K +$103K +325 +16%
NG
1228
Norden Group
Utah
$794K +$21.2K +67 +3%
RT
1229
Rockland Trust
Massachusetts
$790K -$7.61K -24 -1%
AC
1230
AlphaCore Capital
California
$789K +$144K +454 +24%
HSA
1231
HBK Sorce Advisory
Pennsylvania
$786K +$15.5K +49 +2%
CFS
1232
CRA Financial Services
New Jersey
$784K +$4.76K +15 +0.6%
LWM
1233
LeConte Wealth Management
Tennessee
$783K +$67.2K +212 +10%
BW
1234
Balance Wealth
Ohio
$775K +$52.6K +166 +8%
IA
1235
Invested Advisors
Pennsylvania
$772K -$3.81K -12 -0.5%
SIA
1236
Soltis Investment Advisors
Utah
$771K +$107K +338 +17%
GWM
1237
Goldenstone Wealth Management
California
$770K +$10.1K +32 +1%
BAM
1238
Blueshift Asset Management
New Jersey
$769K +$166K +522 +29%
SIS
1239
Sound Income Strategies
Florida
$766K +$600K +1,891 +475%
LA
1240
LexAurum Advisors
Kansas
$766K -$191K -602 -21%
CDDEC
1241
Caisse Des Depots Et Consignations
France
$764K – – –
CWS
1242
Confluence Wealth Services
Pennsylvania
$763K +$723K +2,280 New
HPC
1243
HM Payson & Co
Maine
$763K -$14.3K -45 -2%
SCM
1244
Sandler Capital Management
New York
$761K +$721K +2,273 New
PFS
1245
Prospect Financial Services
New York
$761K +$10.5K +33 +1%
KRW
1246
Kaufman Rossin Wealth
Florida
$761K -$2.54K -8 -0.3%
FPGK
1247
Financial Partners Group (Kansas)
Kansas
$755K -$105K -332 -13%
RWB
1248
RMR Wealth Builders
New Jersey
$755K +$34.3K +108 +5%
PWG
1249
Portside Wealth Group
Utah
$754K +$172K +541 +32%
WC
1250
Westhampton Capital
North Carolina
$751K +$247K +779 +53%
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