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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
1551
Wilkerson Advisory Group
Missouri
$5.18K +$5.56K +32 New
AP
1552
Aspect Partners
Virginia
$4.86K +$2.08K +12 +67%
EWP
1553
Elevation Wealth Partners
California
$4.86K +$4.51K +26 +650%
FDW
1554
Fourth Dimension Wealth
Ohio
$4.86K – – –
MAS
1555
MPWM Advisory Solutions
Georgia
$4.86K – – –
MIM
1556
MTM Investment Management
South Carolina
$4.86K – – –
NB
1557
NBT Bank
New York
$4.86K +$1.91K +11 +7%
CFFP
1558
Center for Financial Planning
Michigan
$3.89K – – –
RWM
1559
Rialto Wealth Management
New York
$3.89K +$347 +2 +9%
CWM
1560
Copia Wealth Management
Oregon
$3.56K – – –
PWAM
1561
Private Wealth Asset Management
Iowa
$3.56K – – –
LWM
1562
Lodestone Wealth Management
Washington
$3.56K +$3.82K +22 New
IAS
1563
IMA Advisory Services
Colorado
$3.4K +$3.47K +20 +2,000%
TCM
1564
Triumph Capital Management
Colorado
$3.4K +$3.65K +21 New
GWS
1565
Greykasell Wealth Strategies
California
$3.24K – – –
AT
1566
Arlington Trust
Alabama
$3.24K -$13.9K -80 -80%
1IA
1567
1620 Investment Advisors
Massachusetts
$3.24K -$868 -5 -20%
TC
1568
Truvestments Capital
Florida
$3.24K – – –
OC
1569
Optima Capital
Oregon
$3.24K +$3.47K +20 New
DJSG
1570
D.J. St. Germain
Massachusetts
$3.08K +$3.3K +19 New
IPS
1571
Investors Portfolio Services
Washington
$2.94K +$3.13K +18 New
PWA
1572
Principia Wealth Advisory
Texas
$2.92K +$174 +1 +6%
RWM
1573
RMG Wealth Management
Wisconsin
$2.71K -$17.4K -100 -87%
MWA
1574
Medallion Wealth Advisors
Connecticut
$2.43K – – –
GAG
1575
Goodman Advisory Group
Massachusetts
$2.43K +$2.6K +15 New
61 62
63
64 65