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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
1426
AFT Forsyth & Company
Florida
$479K +$454K +1,430 New
MCWS
1427
McKinley Carter Wealth Services
West Virginia
$478K – – –
LIA
1428
LBMC Investment Advisors
Tennessee
$478K +$453K +1,428 New
VCA
1429
Verdence Capital Advisors
Maryland
$478K +$1.59K +5 +0.4%
PMAM
1430
Picton Mahoney Asset Management
Ontario, Canada
$477K -$107K -336 -19%
YIA
1431
YHB Investment Advisors
Connecticut
$476K +$143K +452 +47%
EFM
1432
E Fund Management
China
$476K -$3.05M -9,626 -87%
MFWP
1433
Mosaic Family Wealth Partners
Missouri
$476K +$450K +1,420 New
MPWT
1434
MassMutual Private Wealth & Trust
Connecticut
$475K +$82.1K +259 +22%
XF
1435
XML Financial
Maryland
$474K -$93.6K -295 -17%
LOIM
1436
Liberty One Investment Management
Illinois
$473K +$14K +44 +3%
NCM
1437
Narwhal Capital Management
Georgia
$470K -$175K -551 -28%
VA
1438
Valmark Advisers
Ohio
$469K +$70.7K +223 +19%
SWM
1439
SeaCrest Wealth Management
New York
$469K -$50.4K -159 -10%
MSRI
1440
Michael S. Ryan Inc
New York
$467K +$317 +1 +0.1%
OF
1441
Optimize Financial
California
$465K -$1.27K -4 -0.3%
SCS
1442
Sound Capital Solutions
Florida
$465K +$441K +1,390 New
FAL
1443
Focused Alpha LLC
Colorado
$462K +$438K +1,381 New
NRI
1444
NFP Retirement Inc
California
$462K +$1.27K +4 +0.3%
LA
1445
Lynch & Associates
Indiana
$460K +$167K +525 +62%
ISL
1446
Ingalls & Snyder LLC
New York
$459K -$86.3K -272 -17%
EWM
1447
Elevatus Welath Management
New York
$459K +$79K +249 +22%
AC
1448
ASB Consultores
Florida
$458K – – –
F4L
1449
Fortune 45 LLC
Louisiana
$456K +$37.4K +118 +9%
UB
1450
UMB Bank
Missouri
$453K +$324K +1,023 +310%
56 57
58
59 60