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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
FTDI
1251
First Trust Direct Indexing
Massachusetts
– -$406K -4,084 Closed
BAM
1252
Belpointe Asset Management
Nevada
– -$390K -3,917 Closed
FCA
1253
Fortis Capital Advisors
Kansas
– -$390K -3,917 Closed
PCMH
1254
Polymer Capital Management (HK)
Hong Kong
– -$368K -3,700 Closed
WA
1255
Waverly Advisors
Alabama
– -$349K -3,510 Closed
FAM
1256
Formidable Asset Management
Ohio
– -$325K -3,267 Closed
KJHP
1257
K.J. Harrison & Partners
Ontario, Canada
– -$336K -3,000 Closed
KFA
1258
Krane Funds Advisors
New York
– -$295K -2,965 Closed
PWPS
1259
Pinnacle Wealth Planning Services
Ohio
– -$276K -2,777 Closed
ECA
1260
Elevated Capital Advisors
Utah
– -$233K -2,340 Closed
MWM
1261
Modera Wealth Management
New Jersey
– -$230K -2,316 Closed
FWA
1262
FSM Wealth Advisors
Ohio
– -$219K -2,203 Closed
FFO
1263
Fiduciary Family Office
Florida
– -$202K -2,030 Closed
WA
1264
Wealth Alliance
New York
– -$201K -2,021 Closed
SOS
1265
Silver Oak Securities
Tennessee
– -$171K -1,739 Closed
PIA
1266
Perennial Investment Advisors
California
– -$137K -1,382 Closed
EMFAT
1267
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$123K -1,236 Closed
CPA
1268
Capital Performance Advisors
California
– -$101K -1,014 Closed
GAM
1269
Groupama Asset Management
France
– -$73.8K -924 Closed
GSEP
1270
Golden State Equity Partners
California
– -$91.5K -920 Closed
AA
1271
Alta Advisers
United Kingdom
– -$89.5K -900 Closed
SVCP
1272
Silicon Valley Capital Partners
California
– -$77K -774 Closed
MWA
1273
MFA Wealth Advisors
Pennsylvania
– -$66.8K -671 Closed
CPA
1274
Clear Point Advisors
New York
– -$44K -442 Closed
OWP
1275
ORG Wealth Partners
Texas
– -$36.4K -366 Closed
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