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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1626
Tobias Financial Advisors
Florida
$285K – – –
RA
1627
Riversedge Advisors
Delaware
$284K +$269K +849 New
IWM
1628
Integris Wealth Management
California
$283K – – –
T
1629
Tidemark
California
$281K +$634 +2 +0.2%
GKFF
1630
George Kaiser Family Foundation
Oklahoma
$280K +$265K +837 New
PGCM
1631
Prescott Group Capital Management
Oklahoma
$280K +$265K +837 New
SG
1632
StoneX Group
New York
$278K +$263K +829 New
BC
1633
Barrett & Company
Rhode Island
$276K +$159K +500 +154%
FFA
1634
Fi3 Financial Advisors
Indiana
$275K -$1.07M -3,358 -86%
LCWP
1635
Legacy Capital Wealth Partners
Arkansas
$275K -$6.98K -22 -3%
IFWM
1636
Institute for Wealth Management
Colorado
$275K – – –
CFB
1637
Cullen/Frost Bankers
Texas
$273K +$69.8K +220 +37%
PT
1638
Plimoth Trust
Massachusetts
$273K – – –
PWP
1639
Precedent Wealth Partners
Texas
$273K +$258K +815 New
WF
1640
Whelan Financial
California
$272K – – –
BFC
1641
Blue Fin Capital
Rhode Island
$272K +$258K +812 New
1WA
1642
180 Wealth Advisors
Washington
$272K -$20.3K -64 -7%
CSP
1643
Cary Street Partners
Virginia
$271K +$88.8K +280 +53%
HTHT
1644
Hemenway Trust Hemenway Trust
New Hampshire
$271K +$257K +809 New
CWM
1645
Calamos Wealth Management
Illinois
$270K -$126K -396 -33%
BC
1646
Burney Company
Virginia
$270K +$256K +806 New
CCAM
1647
Cascades Capital Asset Management
North Carolina
$270K +$63.4K +200 +33%
WBG
1648
Wharton Business Group
Pennsylvania
$270K -$168K -530 -40%
AWM
1649
Ameliora Wealth Management
Switzerland
$269K +$255K +804 New
EWA
1650
Eagle Wealth Advisors
Connecticut
$269K -$18.1K -57 -7%
64 65
66
67 68