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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
1351
Pinnacle Wealth Planning Services
Ohio
$581K -$19K -60 -3%
CAG
1352
Centerpoint Advisory Group
Kansas
$580K +$46K +145 +9%
WFI
1353
West Family Investments
California
$579K +$19.7K +62 +4%
PCM
1354
Prelude Capital Management
New York
$576K -$78K -246 -13%
KWM
1355
Keebeck Wealth Management
Illinois
$572K +$116K +367 +27%
SF
1356
Symphony Financial
Texas
$570K +$110K +347 +25%
BRWM
1357
Blue Rock Wealth Management
North Carolina
$569K +$254K +800 +89%
MSFS
1358
Main Street Financial Solutions
Pennsylvania
$569K +$243K +767 +82%
OP
1359
Oslo Pensjonsforsikring
$569K +$463K +1,461 +614%
AC
1360
Avestar Capital
New York
$568K +$538K +1,696 New
MIG
1361
McGuire Investment Group
Rhode Island
$565K – – –
MIP
1362
Marietta Investment Partners
Wisconsin
$565K +$535K +1,687 New
BRPW
1363
Ballast Rock Private Wealth
South Carolina
$562K – – –
ML
1364
McAdam LLC
Pennsylvania
$562K +$88.5K +279 +20%
EPA
1365
Element Pointe Advisors
Florida
$561K -$769K -2,426 -59%
RIG
1366
RiverFront Investment Group
Virginia
$559K +$129K +408 +32%
GWP
1367
Gen-Wealth Partners
Michigan
$557K +$634 +2 +0.1%
MWA
1368
Monograph Wealth Advisors
California
$555K +$35.8K +113 +7%
MWM
1369
Modern Wealth Management
Kansas
$553K +$147K +462 +39%
AWMT
1370
AAFMAA Wealth Management & Trust
North Carolina
$549K -$86.6K -273 -14%
MLL
1371
Moody Lynn & Lieberson
Massachusetts
$549K -$407K -1,283 -44%
BW
1372
BIP Wealth
Georgia
$549K +$38.7K +122 +8%
I
1373
INVST
Indiana
$547K +$519K +1,635 New
TCM
1374
Tran Capital Management
California
$546K – – –
CIA
1375
Choate Investment Advisors
Massachusetts
$545K +$46.9K +148 +10%
53 54
55
56 57