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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
PJWM
1301
Philip James Wealth Mangement
Georgia
$665K -$232K -730 -27%
EP
1302
Essential Partners
California
$665K -$1.67M -5,253 -73%
BIM
1303
Barton Investment Management
Pennsylvania
$663K -$33.3K -105 -5%
CAM
1304
Cypress Asset Management
Texas
$663K +$176K +555 +39%
FFS
1305
Founders Financial Securities
Maryland
$657K -$127K -400 -17%
BHCM
1306
Brevan Howard Capital Management
Jersey
$653K -$9.05M -28,529 -94%
CAG
1307
Crestwood Advisors Group
Massachusetts
$653K +$258K +813 +71%
FM
1308
Family Management
New York
$649K -$90.7K -286 -13%
ECM
1309
Evergreen Capital Management
Washington
$647K +$203K +640 +50%
QWP
1310
Quotient Wealth Partners
Texas
$645K +$35.8K +113 +6%
PCIG
1311
Partners Capital Investment Group
Massachusetts
$643K -$127K -400 -17%
SIC
1312
SJS Investment Consulting
Ohio
$642K +$89.4K +282 +17%
CRI
1313
Colonial River Investments
Virginia
$642K -$20.6K -65 -3%
TAFW
1314
Tred Avon Family Wealth
Maryland
$640K +$4.12K +13 +0.7%
GAM
1315
Guinness Asset Management
United Kingdom
$640K +$73.9K +233 +14%
FMLI
1316
Fukoku Mutual Life Insurance
Japan
$639K +$168K +531 +39%
CWP
1317
Cyndeo Wealth Partners
Florida
$638K -$65.7K -207 -10%
BIG
1318
Brookwood Investment Group
Arizona
$638K +$150K +473 +33%
UFF
1319
USA Financial Formulas
Michigan
$638K +$604K +1,905 New
BBWP
1320
Beacon Bridge Wealth Partners
Pennsylvania
$635K +$25.7K +81 +4%
RCM
1321
Raleigh Capital Management
North Carolina
$635K -$23.8K -75 -4%
PWMAG
1322
Pinnacle Wealth Management Advisory Group
New Jersey
$633K +$75.2K +237 +14%
PA
1323
Procyon Advisors
Connecticut
$632K +$307K +967 +105%
SI
1324
Symmetry Investments
Jersey
$632K +$598K +1,887 New
VEM
1325
Vann Equity Management
Texas
$629K +$3.17K +10 +0.5%
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