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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1326
Montag & Associates
Georgia
$628K +$23.8K +75 +4%
FFG
1327
Fiduciary Financial Group
California
$628K -$299K -943 -33%
OWP
1328
Obermeyer Wealth Partners
Colorado
$626K +$159K +500 +36%
CSPIA
1329
Cary Street Partners Investment Advisory
Virginia
$625K +$164K +516 +38%
AMPWP
1330
Alvarez & Marsal Private Wealth Partners
Florida
$624K – – –
DWM
1331
Drive Wealth Management
Utah
$623K +$95.8K +302 +19%
SC
1332
Syon Capital
California
$623K +$322K +1,014 +120%
AHL
1333
Abel Hall LLC
Louisiana
$621K -$3.17K -10 -0.5%
AWM
1334
Aprio Wealth Management
Georgia
$620K -$1.27K -4 -0.2%
PL
1335
Perpetual Ltd
Australia
$617K -$205K -645 -26%
HW
1336
Hancock Whitney
Mississippi
$615K -$21.6K -68 -4%
GKWIM
1337
Gerber Kawasaki Wealth & Investment Management
California
$614K +$131K +412 +29%
KFG
1338
Kingdom Financial Group
Arizona
$608K +$145K +457 +34%
MVF
1339
Markin Volterra Fund
New York
$607K -$314K -991 -35%
SAW
1340
Signal Advisors Wealth
Michigan
$607K +$575K +1,814 New
FCMA
1341
Foresight Capital Management Advisors
Michigan
$600K -$51.7K -163 -8%
QFW
1342
QTR Family Wealth
Florida
$599K +$12.4K +39 +2%
GCM
1343
Greenland Capital Management
New York
$598K +$566K +1,785 New
BBES
1344
Buffalo Business & Estate Services
New York
$594K – – –
BWP
1345
BSW Wealth Partners
Colorado
$594K -$13K -41 -2%
CPC
1346
Congress Park Capital
New York
$593K -$7.93K -25 -1%
RBC
1347
Romano Brothers & Co
Illinois
$590K +$56.8K +179 +11%
QL
1348
Quarry LP
New York
$584K +$389K +1,227 +237%
VCM
1349
Virtue Capital Management
Tennessee
$583K +$121K +383 +28%
SAG
1350
SageView Advisory Group
California
$581K +$127K +402 +30%
52 53
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55 56