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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
1251
Wilmington Savings Fund Society
Delaware
$86.7K -$367K -2,752 -83%
ANBT
1252
American National Bank & Trust
Texas
$84.3K +$51.6K +387 +225%
PFBT
1253
Parkside Financial Bank & Trust
Missouri
$84K +$23.6K +177 +47%
WANY
1254
Wealthspire Advisors (New York)
New York
$83.9K +$74.2K +556 New
AWM
1255
AllSquare Wealth Management
New York
$83.6K – – –
WB
1256
Webster Bank
Connecticut
$76.5K – – –
TCM
1257
TruNorth Capital Management
Michigan
$75.7K – – –
TFIPS
1258
Towarzystwo Funduszy Inwestycyjnych PZU SA
$75.4K – – –
SWA
1259
SOA Wealth Advisors
New York
$75.4K +$6.67K +50 +11%
RA
1260
RiverPark Advisors
New York
$74.2K -$17.3K -130 -21%
BWL
1261
Bogart Wealth LLC
Virginia
$71.7K -$133K -997 -68%
SIS
1262
Sound Income Strategies
Florida
$71.4K +$56.4K +423 New
GKIM
1263
GW&K Investment Management
Massachusetts
$71K +$13.6K +102 +28%
CWP
1264
Concord Wealth Partners
Virginia
$70.6K +$62.3K +467 +46,700%
BIA
1265
Bell Investment Advisors
California
$69.2K -$5.07K -38 -8%
CA
1266
Crewe Advisors
Utah
$66.5K -$12.3K -92 -17%
RFG
1267
REAP Financial Group
Texas
$59.5K -$7.74K -58 -13%
LI
1268
LRI Investments
Florida
$56.1K -$12.5K -94 -20%
LCS
1269
Levin Capital Strategies
New York
$55.5K – – –
HIMS
1270
Hager Investment Management Services
New Hampshire
$54.9K +$14.5K +109 +43%
WIM
1271
Westside Investment Management
California
$50.5K – – –
CHC
1272
City Holding Co
West Virginia
$49.8K -$9.34K -70 -18%
BC
1273
Barrett & Company
Rhode Island
$49K -$66.7K -500 -61%
IUHSA
1274
Itau Unibanco Holding S.A.
Brazil
$47.4K -$2.27K -17 -5%
MPW
1275
MASECO Private Wealth
$46.8K +$40K +300 +3,000%
49 50
51
52 53