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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1701
Orion Capital Management
California
$33.8K +$30K +135 New
RFS
1702
Richardson Financial Services
Massachusetts
$33.3K +$2.22K +10 +8%
FC
1703
Financial Consulate
Maryland
$31.6K +$6.66K +30 +31%
S
1704
Sachetta
Massachusetts
$30.8K +$7.99K +36 +41%
TC
1705
Truvestments Capital
Florida
$30.8K +$22.9K +103 +515%
MAM
1706
Meeder Asset Management
Ohio
$30.3K -$9.77K -44 -27%
AW
1707
Avion Wealth
Texas
$30K +$3.77K +17 +16%
NWM
1708
Nova Wealth Management
Florida
$29.3K +$13.1K +59 +102%
SR
1709
Swiss Re
Switzerland
$29.1K – – –
HWM
1710
HighMark Wealth Management
Minnesota
$28.8K – – –
M
1711
MOTCO
Texas
$28.6K +$5.77K +26 +30%
HWA
1712
Heritage Wealth Advisors
Virginia
$27.3K +$24.2K +109 New
VNA
1713
Valley National Advisers
Pennsylvania
$27K +$24K +108 New
GK
1714
Graney & King
New York
$26.8K – – –
TSMHT
1715
Thurston Springer Miller Herd & Titak
Indiana
$25.8K -$85.7K -386 -79%
VWM
1716
Vermillion Wealth Management
Minnesota
$25.3K +$6.88K +31 +44%
MWA
1717
Miller Wealth Advisors
Colorado
$25.1K -$13.8K -62 -38%
SRCM
1718
Signature Resources Capital Management
California
$25.1K -$8.44K -38 -28%
CT
1719
Caldwell Trust
Florida
$25.1K – – –
JWM
1720
JPL Wealth Management
Colorado
$23.6K +$20.9K +94 New
CBT
1721
Crews Bank & Trust
Florida
$22.3K +$19.8K +89 New
CWP
1722
Clark Wealth Partners
Illinois
$21K +$3.33K +15 +22%
RBC
1723
Roble Belko & Company
Pennsylvania
$21K -$5.55K -25 -23%
UFPG
1724
United Financial Planning Group
New York
$20.8K +$16.6K +75 +938%
RWM
1725
RMG Wealth Management
Wisconsin
$20.6K +$9.1K +41 +273%
67 68
69
70 71