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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
1476
WesBanco Bank
West Virginia
$408K +$101K +320 +36%
WDC
1477
Woodward Diversified Capital
California
$407K +$7.29K +23 +2%
WFA
1478
Wellspring Financial Advisors
Ohio
$407K +$17.8K +56 +5%
WPW
1479
Watershed Private Wealth
Illinois
$405K – – –
EWS
1480
Evergreen Wealth Solutions
Pennsylvania
$405K -$19.3K -61 -4%
TWM
1481
TRB Wealth Management
Texas
$402K – – –
HFP
1482
Holistic Financial Partners
Indiana
$402K -$71.7K -226 -16%
KCM
1483
KRS Capital Management
Michigan
$400K +$53.9K +170 +17%
AAM
1484
Auxier Asset Management
Oregon
$398K – – –
HCM
1485
Hengehold Capital Management
Ohio
$398K +$29.2K +92 +8%
EW
1486
Evexia Wealth
Wisconsin
$398K +$147K +465 +44%
DE
1487
Diversified Enterprises
Delaware
$397K +$44.4K +140 +13%
MWM
1488
Modera Wealth Management
New Jersey
$396K -$299K -942 -44%
LCGC
1489
Legacy Capital Group California
California
$396K +$4.76K +15 +1%
SP
1490
SmartHarvest Portfolios
Washington
$394K +$60.3K +190 +19%
LCA
1491
Legend Capital Advisors
New York
$392K – – –
PCG
1492
Prosperity Consulting Group
Maryland
$391K +$371K +1,169 New
FDS
1493
First Dallas Securities
Texas
$390K -$55.5K -175 -13%
ICP
1494
Impact Capital Partners
Colorado
$390K -$10.1K -32 -3%
EFG
1495
Ethos Financial Group
Pennsylvania
$389K -$4.12K -13 -0.7%
LA
1496
LVW Advisors
New York
$388K -$11.7K -37 -3%
IIL
1497
Income Insurance Ltd
$387K +$31.7K +100 +9%
VCM
1498
Versant Capital Management
Arizona
$387K +$10.8K +34 +3%
VFA
1499
Values First Advisors
Tennessee
$387K +$40.6K +128 +12%
SGAM
1500
Smith Group Asset Management
Texas
$385K – – –
58 59
60
61 62