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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
AO
1301
Advisor OS
Illinois
– -$314K -2,766 Closed
TDC
1302
Thompson Davis & Co
Virginia
– -$307K -2,700 Closed
AAM
1303
Aureus Asset Management
Massachusetts
– -$304K -2,673 Closed
EWM
1304
Empirical Wealth Management
Washington
– -$302K -2,654 Closed
A
1305
Argentarii
Ohio
– -$298K -2,626 Closed
SBIA
1306
Sheaff Brock Investment Advisors
Indiana
– -$298K -2,625 Closed
PCS
1307
Personal CFO Solutions
New Jersey
– -$294K -2,588 Closed
WMA
1308
Wealth Management Associates
New Jersey
– -$293K -2,582 Closed
MCM
1309
Magnolia Capital Management
New York
– -$293K -2,580 Closed
SFC
1310
SYM Financial Corp
Indiana
– -$292K -2,573 Closed
CWM
1311
Concentrum Wealth Management
California
– -$292K -2,566 Closed
BBHC
1312
Brown Brothers Harriman & Co
New York
– -$285K -2,507 Closed
WI
1313
WrapManager Inc
California
– -$282K -2,480 Closed
FA
1314
Fedenia Advisers
Wisconsin
– -$281K -2,470 Closed
FPGK
1315
Financial Partners Group (Kansas)
Kansas
– -$280K -2,468 Closed
WMA
1316
West Michigan Advisors
Michigan
– -$275K -2,423 Closed
CI
1317
Cavalier Investments
Georgia
– -$275K -2,422 Closed
HIS
1318
Horizon Investment Services
Indiana
– -$274K -2,410 Closed
NW
1319
NewEdge Wealth
Pennsylvania
– -$272K -2,394 Closed
EI
1320
Ellevest Inc
New York
– -$272K -2,393 Closed
MGCM
1321
Mane Global Capital Management
New York
– -$269K -2,369 Closed
BIM
1322
Barton Investment Management
Pennsylvania
– -$261K -2,300 Closed
WPW
1323
Waldron Private Wealth
Pennsylvania
– -$261K -2,294 Closed
BCM
1324
BluePath Capital Management
Georgia
– -$282K -2,272 Closed
BIM
1325
Bridges Investment Management
Nebraska
– -$258K -2,272 Closed
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