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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1251
Alessandra Capital Management
California
$751K +$711K +2,243 New
AIP
1252
Avail Investment Partners
Pennsylvania
$748K +$70.1K +221 +11%
EFS
1253
Essex Financial Services
Connecticut
$746K -$79.3K -250 -10%
IP
1254
Ignite Planners
California
$745K +$258K +814 +58%
WI
1255
Wealth Intelligence
Georgia
$744K -$282K -890 -29%
GJIA
1256
Glass Jacobson Investment Advisors
Maryland
$744K +$317 +1 +0%
BF
1257
bLong Financial
Tennessee
$743K – – –
RA
1258
Range Advisory
Virginia
$742K +$58.7K +185 +9%
GWM
1259
Geneos Wealth Management
Colorado
$736K +$5.71K +18 +0.8%
LCM
1260
Legato Capital Management
California
$735K -$302K -951 -30%
IWM
1261
IHT Wealth Management
Illinois
$729K +$75.8K +239 +12%
VWA
1262
Visionary Wealth Advisors
Illinois
$727K +$42.5K +134 +7%
RI
1263
Ruggiero Investments
Florida
$727K +$191K +601 +38%
LAM
1264
L2 Asset Management
Massachusetts
$725K +$41.9K +132 +6%
TPCW
1265
TD Private Client Wealth
New York
$724K +$101K +319 +17%
AA
1266
Aire Advisors
California
$721K -$5.07K -16 -0.7%
WW
1267
Waterfront Wealth
Kansas
$717K – – –
OFG
1268
Oxford Financial Group
Indiana
$716K -$29.2K -92 -4%
VCM
1269
Vines Capital Management
Louisiana
$716K +$27K +85 +4%
TCBWMS
1270
Texas Capital Bank Wealth Management Services
Texas
$715K -$281K -885 -29%
ACS
1271
Archford Capital Strategies
Illinois
$713K +$76.1K +240 +13%
PCS
1272
Personal CFO Solutions
New Jersey
$712K +$61.2K +193 +10%
AWM
1273
Ariadne Wealth Management
California
$708K -$81.8K -258 -11%
SL
1274
Sentinus LLC
Illinois
$707K -$134K -423 -17%
NFSG
1275
Newbridge Financial Services Group
Florida
$707K +$4.44K +14 +0.7%
49 50
51
52 53