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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
1601
Parkside Financial Bank & Trust
Missouri
$145K +$30K +135 +30%
SFG
1602
Strive Financial Group
Indiana
$140K +$4.44K +20 +4%
WB
1603
Webster Bank
Connecticut
$136K +$7.77K +35 +7%
CSP
1604
Cary Street Partners
Virginia
$133K -$1.11K -5 -0.9%
ANBT
1605
American National Bank & Trust
Texas
$132K +$4K +18 +4%
CA
1606
Crewe Advisors
Utah
$132K +$30.9K +139 +36%
CH
1607
Cromwell Holdings
Wyoming
$131K +$103K +466 +803%
TFM
1608
TFC Financial Management
Massachusetts
$130K -$4.44K -20 -4%
QL
1609
Quarry LP
New York
$130K -$30.6K -138 -21%
BHWM
1610
Bay Harbor Wealth Management
Maryland
$130K -$26.6K -120 -19%
BIA
1611
Bell Investment Advisors
California
$129K +$9.99K +45 +10%
VR
1612
Vision Retirement
New Jersey
$128K +$22.6K +102 +25%
TWD
1613
True Wealth Design
Ohio
$128K +$60.6K +273 +115%
RA
1614
RiverPark Advisors
New York
$124K +$1.11K +5 +1%
ST
1615
Smithfield Trust
Pennsylvania
$121K -$52.8K -238 -33%
SA
1616
Strategic Advocates
Utah
$116K +$103K +462 New
BC
1617
Brookfield Corp
Ontario, Canada
$110K -$7.55K -34 -7%
MG
1618
Mather Group
Illinois
$110K +$97K +437 New
LWMI
1619
Legacy Wealth Management (Idaho)
Idaho
$106K +$16.6K +75 +22%
SIS
1620
Sound Income Strategies
Florida
$103K +$28.6K +129 +48%
SC
1621
Steph & Co
Wisconsin
$102K – – –
BWA
1622
Basecamp Wealth Advisors
Washington
$102K +$20.9K +94 +30%
OCWP
1623
Owl Creek Wealth Partners
Colorado
$102K +$90.1K +406 New
ASCM
1624
Adkins Seale Capital Management
Louisiana
$99.2K – – –
WAG
1625
Wilkerson Advisory Group
Missouri
$99.2K +$80.8K +364 +1,138%
63 64
65
66 67