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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
KP
1601
Keel Point
Alabama
$302K +$286K +902 New
DFG
1602
Demars Financial Group
Washington
$301K +$285K +899 New
PPWM
1603
Paragon Private Wealth Management
Kentucky
$300K +$284K +896 New
AI
1604
Accredited Investors
Minnesota
$300K +$951 +3 +0.3%
TWP
1605
Triad Wealth Partners
Kansas
$299K +$360K +1,136 New
SWM
1606
SHP Wealth Management
Massachusetts
$299K +$39.3K +124 +16%
SWP
1607
Strategic Wealth Partners
Ohio
$299K +$4.76K +15 +2%
MWA
1608
MFA Wealth Advisors
Pennsylvania
$298K – – –
SBFM
1609
S-Bank Fund Management
Finland
$298K +$282K +890 New
AA
1610
Advisory Alpha
Michigan
$297K -$510K -1,608 -64%
TGAM
1611
TBH Global Asset Management
Tennessee
$295K +$279K +881 New
BCP
1612
Berkeley Capital Partners
Georgia
$295K +$22.2K +70 +9%
WWM
1613
WT Wealth Management
Arizona
$295K +$8.56K +27 +3%
ESC
1614
Eurizon SLJ Capital
$295K +$279K +881 New
VFA
1615
Voya Financial Advisors
Connecticut
$294K -$97K -306 -24%
VIPI
1616
Vista Investment Partners II
Indiana
$294K -$45.7K -144 -14%
AP
1617
Anchyra Partners
Georgia
$293K +$278K +876 New
CH
1618
Cromwell Holdings
Wyoming
$293K +$111K +350 +67%
MWAM
1619
Manhattan West Asset Management
California
$290K +$2.54K +8 +0.9%
BCA
1620
Bay Colony Advisors
Massachusetts
$289K -$33.6K -106 -11%
SPWG
1621
Sage Private Wealth Group
Illinois
$289K +$273K +862 New
ZF
1622
Zhang Financial
Michigan
$288K +$272K +859 New
VHAM
1623
Van Hulzen Asset Management
California
$287K +$272K +857 New
WA1
1624
Wimmer Associates 1
California
$285K +$2.85K +9 +1%
LWCFA
1625
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$285K – – –
63 64
65
66 67