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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
1626
Cullen/Frost Bankers
Texas
$273K +$69.8K +220 +37%
PT
1627
Plimoth Trust
Massachusetts
$273K – – –
PWP
1628
Precedent Wealth Partners
Texas
$273K +$258K +815 New
WF
1629
Whelan Financial
California
$272K – – –
BFC
1630
Blue Fin Capital
Rhode Island
$272K +$258K +812 New
1WA
1631
180 Wealth Advisors
Washington
$272K -$20.3K -64 -7%
CSP
1632
Cary Street Partners
Virginia
$271K +$88.8K +280 +53%
HTHT
1633
Hemenway Trust Hemenway Trust
New Hampshire
$271K +$257K +809 New
CWM
1634
Calamos Wealth Management
Illinois
$270K -$126K -396 -33%
BC
1635
Burney Company
Virginia
$270K +$256K +806 New
CCAM
1636
Cascades Capital Asset Management
North Carolina
$270K +$63.4K +200 +33%
WBG
1637
Wharton Business Group
Pennsylvania
$270K -$168K -530 -40%
AWM
1638
Ameliora Wealth Management
Switzerland
$269K +$255K +804 New
EWA
1639
Eagle Wealth Advisors
Connecticut
$269K -$18.1K -57 -7%
JCM
1640
J2 Capital Management
Michigan
$269K -$566K -1,786 -69%
GCA
1641
Genesee Capital Advisors
New York
$268K – – –
KWM
1642
Kiker Wealth Management
Georgia
$268K +$254K +800 New
CCA
1643
Corps Capital Advisors
Texas
$268K – – –
FWP
1644
FAS Wealth Partners
Kansas
$263K +$250K +787 New
LWM
1645
Lighthouse Wealth Management
Ohio
$263K +$249K +785 New
6F
1646
626 Financial
Michigan
$262K +$248K +783 New
WF
1647
Wayfinding Financial
Washington
$262K +$249K +785 New
CFO
1648
Cambient Family Office
Michigan
$262K +$248K +782 New
RMP
1649
Richards, Merrill & Peterson
Washington
$261K -$63.4K -200 -20%
MPI
1650
Mairs & Power Inc
Minnesota
$261K +$247K +780 New
64 65
66
67 68