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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
NLWP
1551
Next Level Wealth Planning
Idaho
$339K +$3.81K +12 +1%
JPLA
1552
Joseph P. Lucia & Associates
New York
$338K – – –
PWA
1553
Portus Wealth Advisors
North Carolina
$337K +$314K +991 +6,607%
MCA
1554
MSH Capital Advisors
Arizona
$335K +$318K +1,002 New
RP
1555
Regal Partners
Australia
$335K -$1.27M -4,000 -80%
SB
1556
SIG Brokerage
New York
$335K -$472K -1,488 -60%
CWMG
1557
Compass Wealth Management (Georgia)
Georgia
$335K – – –
KFC
1558
Klingenstein Fields & Co
New York
$335K – – –
AFW
1559
Avantra Family Wealth
Pennsylvania
$335K +$317K +1,000 New
MSA
1560
McAlister Sweet & Associates
Texas
$335K +$317K +1,000 New
PRP
1561
Peak Retirement Planning
Ohio
$335K +$14.9K +47 +5%
BHPW
1562
Beverly Hills Private Wealth
California
$333K -$28.9K -91 -8%
IA
1563
Insight Advisors
Pennsylvania
$333K – – –
AIM
1564
Acropolis Investment Management
Missouri
$331K – – –
NSIM
1565
North Star Investment Management
Illinois
$329K – – –
FMN
1566
Financial Management Network
California
$329K +$951 +3 +0.3%
SOS
1567
Silver Oak Securities
Tennessee
$328K +$43.5K +137 +16%
TWPM
1568
Total Wealth Planning & Management
Florida
$328K -$150K -473 -33%
SWGC
1569
Summit Wealth Group (Colorado)
Colorado
$327K +$21.2K +67 +7%
CWA
1570
Cura Wealth Advisors
Illinois
$326K -$14.9K -47 -5%
CFP
1571
Cascade Financial Partners
California
$325K – – –
MA
1572
MW Advisory
Georgia
$325K +$308K +970 New
TPI
1573
Trust Point Inc
Wisconsin
$323K +$306K +965 New
SFWC
1574
Strategic Family Wealth Counselors
New Jersey
$321K -$15.9K -50 -5%
FG
1575
Foster Group
Iowa
$320K +$29.2K +92 +11%
61 62
63
64 65