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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
EC
1476
Elequin Capital
New York
$419K +$396K +1,250 New
FWI
1477
Facet Wealth Inc
Maryland
$418K +$90.7K +286 +30%
CWMA
1478
Capstone Wealth Management (Alabama)
Alabama
$418K +$396K +1,249 New
GWP
1479
Gateway Wealth Partners
Wisconsin
$417K -$262K -825 -40%
TIA
1480
TCFG Investment Advisors
California
$417K +$30.1K +95 +8%
TCM
1481
Teza Capital Management
Illinois
$415K +$393K +1,239 New
AIFS
1482
A&I Financial Services
Colorado
$412K – – –
FFA
1483
Fragasso Financial Advisors
Pennsylvania
$412K +$33.9K +107 +10%
WAG
1484
Winthrop Advisory Group
Massachusetts
$412K +$390K +1,231 New
PAMS
1485
Pinpoint Asset Management (Singapore)
$412K +$390K +1,230 New
WB
1486
WesBanco Bank
West Virginia
$408K +$101K +320 +36%
WDC
1487
Woodward Diversified Capital
California
$407K +$7.29K +23 +2%
WFA
1488
Wellspring Financial Advisors
Ohio
$407K +$17.8K +56 +5%
WPW
1489
Watershed Private Wealth
Illinois
$405K – – –
EWS
1490
Evergreen Wealth Solutions
Pennsylvania
$405K -$19.3K -61 -4%
TWM
1491
TRB Wealth Management
Texas
$402K – – –
HFP
1492
Holistic Financial Partners
Indiana
$402K -$71.7K -226 -16%
KCM
1493
KRS Capital Management
Michigan
$400K +$53.9K +170 +17%
AAM
1494
Auxier Asset Management
Oregon
$398K – – –
HCM
1495
Hengehold Capital Management
Ohio
$398K +$29.2K +92 +8%
EW
1496
Evexia Wealth
Wisconsin
$398K +$147K +465 +44%
DE
1497
Diversified Enterprises
Delaware
$397K +$44.4K +140 +13%
MWM
1498
Modera Wealth Management
New Jersey
$396K -$299K -942 -44%
LCGC
1499
Legacy Capital Group California
California
$396K +$4.76K +15 +1%
SP
1500
SmartHarvest Portfolios
Washington
$394K +$60.3K +190 +19%
58 59
60
61 62