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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1226
Fairscale Capital
New Hampshire
$152K – – –
FLFS
1227
Family Legacy Financial Solutions
North Carolina
$151K +$133 +1 +0.1%
AWM
1228
Activest Wealth Management
Florida
$149K +$124K +928 +1,573%
AF
1229
Advisornet Financial
Minnesota
$147K +$37.4K +280 +40%
FHC
1230
First Horizon Corporation
Tennessee
$144K +$128K +957 New
NSIM
1231
North Star Investment Management
Illinois
$142K -$13.5K -101 -10%
ST
1232
Smithfield Trust
Pennsylvania
$141K -$10.7K -80 -8%
CTA
1233
Colonial Trust Advisors
South Carolina
$128K – – –
CCM
1234
Cloud Capital Management
Washington
$125K +$111K +834 New
A
1235
Allianz
Germany
$120K -$246K -1,842 -70%
PWMA
1236
Pension & Wealth Management Advisors
Massachusetts
$117K -$131K -982 -56%
AFWM
1237
Abich Financial Wealth Management
Virginia
$117K +$103K +774 New
WA
1238
WPG Advisers
Maryland
$115K -$18.4K -138 -15%
TFM
1239
TFC Financial Management
Massachusetts
$103K -$26.8K -201 -23%
HWP
1240
Highline Wealth Partners
California
$103K -$272K -2,041 -75%
SC
1241
Steph & Co
Wisconsin
$100K – – –
OIA
1242
Optimum Investment Advisors
Illinois
$96.5K – – –
O
1243
Ossiam
France
$92.9K +$29.7K +223 +57%
RFP
1244
Root Financial Partners
California
$92K +$81.4K +610 New
WWM
1245
Wolff Wiese Magana
California
$91.1K +$6.67K +50 +9%
WWA
1246
Wealth Watch Advisors
Colorado
$90.4K +$79.9K +599 New
AIM
1247
Anchor Investment Management
South Carolina
$89K +$65.4K +490 +490%
AAG
1248
Armstrong Advisory Group
Massachusetts
$87.5K +$8K +60 +12%
SGK
1249
Steigerwald Gordon & Koch
Virginia
$87.4K +$77.2K +579 New
OCM
1250
Osterweis Capital Management
California
$87.3K – – –
48 49
50
51 52