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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1251
Legato Capital Management
California
$735K -$302K -951 -30%
IWM
1252
IHT Wealth Management
Illinois
$729K +$75.8K +239 +12%
VWA
1253
Visionary Wealth Advisors
Illinois
$727K +$42.5K +134 +7%
RI
1254
Ruggiero Investments
Florida
$727K +$191K +601 +38%
LAM
1255
L2 Asset Management
Massachusetts
$725K +$41.9K +132 +6%
TPCW
1256
TD Private Client Wealth
New York
$724K +$101K +319 +17%
AA
1257
Aire Advisors
California
$721K -$5.07K -16 -0.7%
WW
1258
Waterfront Wealth
Kansas
$717K – – –
OFG
1259
Oxford Financial Group
Indiana
$716K -$29.2K -92 -4%
VCM
1260
Vines Capital Management
Louisiana
$716K +$27K +85 +4%
TCBWMS
1261
Texas Capital Bank Wealth Management Services
Texas
$715K -$281K -885 -29%
ACS
1262
Archford Capital Strategies
Illinois
$713K +$76.1K +240 +13%
PCS
1263
Personal CFO Solutions
New Jersey
$712K +$61.2K +193 +10%
AWM
1264
Ariadne Wealth Management
California
$708K -$81.8K -258 -11%
SL
1265
Sentinus LLC
Illinois
$707K -$134K -423 -17%
NFSG
1266
Newbridge Financial Services Group
Florida
$707K +$4.44K +14 +0.7%
RFW
1267
Redwood Family Wealth
Texas
$707K +$1.27K +4 +0.2%
SAM
1268
Secure Asset Management
Michigan
$706K -$57.7K -182 -8%
SCM
1269
Stevens Capital Management
Pennsylvania
$702K -$1.51M -4,760 -69%
GF
1270
GGM Financials
Ohio
$701K +$317 +1 +0%
RFA
1271
Register Financial Advisors
Georgia
$698K +$52.3K +165 +9%
OCA
1272
OpenArc Corporate Advisory
Georgia
$698K +$36.8K +116 +6%
MWPCG
1273
Measured Wealth Private Client Group
New Hampshire
$692K – – –
HIS
1274
Horizon Investment Services
Indiana
$691K -$31.7K -100 -5%
PFA
1275
Pure Financial Advisors
California
$690K +$186K +585 +40%
49 50
51
52 53