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Vertiv
VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWG
1251
Onyx Bridge Wealth Group
New York
$478K +$8.88K +40 +2%
AC
1252
AlphaCore Capital
California
$477K +$422K +1,903 New
TAFW
1253
Tred Avon Family Wealth
Maryland
$476K – – –
BT
1254
Banque Transatlantique
France
$475K +$420K +1,893 New
ACS
1255
Archford Capital Strategies
Illinois
$473K +$68.6K +309 +20%
VEM
1256
Vann Equity Management
Texas
$468K +$415K +1,869 New
AHL
1257
Abel Hall LLC
Louisiana
$467K -$20.2K -91 -5%
AC
1258
ASB Consultores
Florida
$467K – – –
AMPWP
1259
Alvarez & Marsal Private Wealth Partners
Florida
$467K – – –
GFP
1260
Gryphon Financial Partners
Ohio
$466K -$65K -293 -14%
AWM
1261
Aprio Wealth Management
Georgia
$465K +$121K +545 +42%
ICP
1262
Interchange Capital Partners
Pennsylvania
$464K -$214K -965 -20%
TPCW
1263
TD Private Client Wealth
New York
$462K +$60.6K +273 +17%
HCM
1264
Hollencrest Capital Management
California
$460K -$117K -527 -22%
EWM
1265
Empirical Wealth Management
Washington
$459K +$28.9K +130 +8%
MT
1266
Midwest Trust
Kansas
$458K +$17.3K +78 +4%
BBWP
1267
Beacon Bridge Wealth Partners
Pennsylvania
$455K +$2.44K +11 +0.6%
IF
1268
Intrua Financial
Texas
$455K -$444 -2 -0.1%
BWP
1269
BSW Wealth Partners
Colorado
$455K +$90.3K +407 +29%
QWP
1270
Quotient Wealth Partners
Texas
$454K +$9.99K +45 +3%
GT
1271
Greenleaf Trust
Michigan
$452K +$401K +1,805 New
SWA
1272
Stratos Wealth Advisors
Ohio
$452K -$283K -1,274 -41%
RFA
1273
Rollins Financial Advisors
New York
$451K +$44.8K +202 +13%
MA
1274
Montag & Associates
Georgia
$451K – – –
CPC
1275
Congress Park Capital
New York
$450K -$117K -525 -23%
49 50
51
52 53