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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
QWP
1301
Quotient Wealth Partners
Texas
$645K +$35.8K +113 +6%
PCIG
1302
Partners Capital Investment Group
Massachusetts
$643K -$127K -400 -17%
SIC
1303
SJS Investment Consulting
Ohio
$642K +$89.4K +282 +17%
CRI
1304
Colonial River Investments
Virginia
$642K -$20.6K -65 -3%
TAFW
1305
Tred Avon Family Wealth
Maryland
$640K +$4.12K +13 +0.7%
GAM
1306
Guinness Asset Management
United Kingdom
$640K +$73.9K +233 +14%
FMLI
1307
Fukoku Mutual Life Insurance
Japan
$639K +$168K +531 +39%
CWP
1308
Cyndeo Wealth Partners
Florida
$638K -$65.7K -207 -10%
BIG
1309
Brookwood Investment Group
Arizona
$638K +$150K +473 +33%
UFF
1310
USA Financial Formulas
Michigan
$638K +$604K +1,905 New
BBWP
1311
Beacon Bridge Wealth Partners
Pennsylvania
$635K +$25.7K +81 +4%
RCM
1312
Raleigh Capital Management
North Carolina
$635K -$23.8K -75 -4%
PWMAG
1313
Pinnacle Wealth Management Advisory Group
New Jersey
$633K +$75.2K +237 +14%
PA
1314
Procyon Advisors
Connecticut
$632K +$307K +967 +105%
SI
1315
Symmetry Investments
Jersey
$632K +$598K +1,887 New
VEM
1316
Vann Equity Management
Texas
$629K +$3.17K +10 +0.5%
MA
1317
Montag & Associates
Georgia
$628K +$23.8K +75 +4%
FFG
1318
Fiduciary Financial Group
California
$628K -$299K -943 -33%
OWP
1319
Obermeyer Wealth Partners
Colorado
$626K +$159K +500 +36%
CSPIA
1320
Cary Street Partners Investment Advisory
Virginia
$625K +$164K +516 +38%
AMPWP
1321
Alvarez & Marsal Private Wealth Partners
Florida
$624K – – –
DWM
1322
Drive Wealth Management
Utah
$623K +$95.8K +302 +19%
SC
1323
Syon Capital
California
$623K +$322K +1,014 +120%
AHL
1324
Abel Hall LLC
Louisiana
$621K -$3.17K -10 -0.5%
AWM
1325
Aprio Wealth Management
Georgia
$620K -$1.27K -4 -0.2%
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