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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1601
Anchor Investment Management
South Carolina
$148K – – –
WWM
1602
Wolff Wiese Magana
California
$146K -$3.77K -17 -3%
OCM
1603
Osterweis Capital Management
California
$145K – – –
KAS
1604
Kemnay Advisory Services
New York
$145K +$95.2K +429 +286%
PFBT
1605
Parkside Financial Bank & Trust
Missouri
$145K +$30K +135 +30%
SFG
1606
Strive Financial Group
Indiana
$140K +$4.44K +20 +4%
WB
1607
Webster Bank
Connecticut
$136K +$7.77K +35 +7%
CSP
1608
Cary Street Partners
Virginia
$133K -$1.11K -5 -0.9%
ANBT
1609
American National Bank & Trust
Texas
$132K +$4K +18 +4%
CA
1610
Crewe Advisors
Utah
$132K +$30.9K +139 +36%
CH
1611
Cromwell Holdings
Wyoming
$131K +$103K +466 +803%
TFM
1612
TFC Financial Management
Massachusetts
$130K -$4.44K -20 -4%
QL
1613
Quarry LP
New York
$130K -$30.6K -138 -21%
BHWM
1614
Bay Harbor Wealth Management
Maryland
$130K -$26.6K -120 -19%
BIA
1615
Bell Investment Advisors
California
$129K +$9.99K +45 +10%
VR
1616
Vision Retirement
New Jersey
$128K +$22.6K +102 +25%
TWD
1617
True Wealth Design
Ohio
$128K +$60.6K +273 +115%
RA
1618
RiverPark Advisors
New York
$124K +$1.11K +5 +1%
ST
1619
Smithfield Trust
Pennsylvania
$121K -$52.8K -238 -33%
SA
1620
Strategic Advocates
Utah
$116K +$103K +462 New
BC
1621
Brookfield Corp
Ontario, Canada
$110K -$7.55K -34 -7%
MG
1622
Mather Group
Illinois
$110K +$97K +437 New
LWMI
1623
Legacy Wealth Management (Idaho)
Idaho
$106K +$16.6K +75 +22%
SIS
1624
Sound Income Strategies
Florida
$103K +$28.6K +129 +48%
SC
1625
Steph & Co
Wisconsin
$102K – – –
63 64
65
66 67