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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
DPW
1776
DiNuzzo Private Wealth
Pennsylvania
$8.02K -$2.44K -11 -26%
NB
1777
NBT Bank
New York
$7.52K -$29.3K -132 -81%
EWP
1778
Elevation Wealth Partners
California
$7.52K – – –
UOTTAIMCU
1779
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$7.52K -$91.7K -413 -93%
FDW
1780
Fourth Dimension Wealth
Ohio
$7.52K – – –
MAS
1781
MPWM Advisory Solutions
Georgia
$7.52K – – –
MIM
1782
MTM Investment Management
South Carolina
$7.52K – – –
RWM
1783
Rialto Wealth Management
New York
$7.27K +$1.11K +5 +21%
JGCM
1784
Joseph Group Capital Management
Ohio
$6.77K +$5.99K +27 New
WAG
1785
Wiser Advisor Group
Arizona
$6.27K +$5.55K +25 New
PWA
1786
Principia Wealth Advisory
Texas
$6.26K +$1.55K +7 +39%
MIM
1787
Marshall Investment Management
Colorado
$6.01K +$5.33K +24 New
LWM
1788
Lodestone Wealth Management
Washington
$5.51K – – –
CCWM
1789
Cassaday & Co Wealth Management
Virginia
$5.51K +$4.88K +22 New
IAS
1790
IMA Advisory Services
Colorado
$5.26K – – –
GWS
1791
Greykasell Wealth Strategies
California
$5.02K – – –
GIA
1792
GHP Investment Advisors
Colorado
$4.76K +$4.22K +19 New
1CP
1793
1015 Capital Partners
Pennsylvania
$4.76K +$1.78K +8 +73%
CWM
1794
Copia Wealth Management
Oregon
$4.26K -$1.11K -5 -23%
ACA
1795
American Capital Advisory
Idaho
$4.01K +$666 +3 +23%
MWA
1796
Medallion Wealth Advisors
Connecticut
$3.77K – – –
GAG
1797
Goodman Advisory Group
Massachusetts
$3.76K – – –
PWA
1798
Portus Wealth Advisors
North Carolina
$3.76K +$3.33K +15 New
BFS
1799
Bare Financial Services
Pennsylvania
$3.51K +$666 +3 +27%
KG
1800
Kilter Group
New York
$3.01K -$222 -1 -8%
70 71
72
73 74