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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1351
Avestar Capital
New York
$568K +$538K +1,696 New
MIG
1352
McGuire Investment Group
Rhode Island
$565K – – –
MIP
1353
Marietta Investment Partners
Wisconsin
$565K +$535K +1,687 New
BRPW
1354
Ballast Rock Private Wealth
South Carolina
$562K – – –
ML
1355
McAdam LLC
Pennsylvania
$562K +$88.5K +279 +20%
EPA
1356
Element Pointe Advisors
Florida
$561K -$769K -2,426 -59%
RIG
1357
RiverFront Investment Group
Virginia
$559K +$129K +408 +32%
GWP
1358
Gen-Wealth Partners
Michigan
$557K +$634 +2 +0.1%
MWA
1359
Monograph Wealth Advisors
California
$555K +$35.8K +113 +7%
MWM
1360
Modern Wealth Management
Kansas
$553K +$147K +462 +39%
AWMT
1361
AAFMAA Wealth Management & Trust
North Carolina
$549K -$86.6K -273 -14%
MLL
1362
Moody Lynn & Lieberson
Massachusetts
$549K -$407K -1,283 -44%
BW
1363
BIP Wealth
Georgia
$549K +$38.7K +122 +8%
I
1364
INVST
Indiana
$547K +$519K +1,635 New
TCM
1365
Tran Capital Management
California
$546K – – –
CIA
1366
Choate Investment Advisors
Massachusetts
$545K +$46.9K +148 +10%
CA
1367
Commerzbank Aktiengesellschaft
Germany
$544K -$28.5K -90 -5%
YWS
1368
Yarger Wealth Strategies
Ohio
$543K +$63.1K +199 +13%
GFP
1369
Guardian Financial Partners
California
$542K +$514K +1,620 New
GGS
1370
Galvin Gaustad & Stein
Arizona
$539K -$110K -348 -18%
LTAS
1371
Linden Thomas Advisory Services
North Carolina
$538K -$4.44K -14 -0.9%
1IA
1372
1834 Investment Advisors
Wisconsin
$537K +$66.3K +209 +15%
EAM
1373
Empirical Asset Management
Massachusetts
$536K +$28.5K +90 +6%
KAM
1374
Knightsbridge Asset Management
California
$536K -$20.3K -64 -4%
WQ
1375
Wealth Quarterback
New Jersey
$534K +$15.5K +49 +3%
53 54
55
56 57