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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
HIMS
1876
Hager Investment Management Services
New Hampshire
$59.9K -$14.9K -47 -21%
LF
1877
LifeSteps Financial
California
$57.3K +$54.2K +171 New
VWM
1878
Vermillion Wealth Management
Minnesota
$56.9K +$21.9K +69 +68%
OPTFSNA
1879
Old Point Trust & Financial Services N A
Virginia
$56.9K -$25.4K -80 -32%
NWM
1880
Nova Wealth Management
Florida
$56.9K +$16.8K +53 +45%
CHC
1881
City Holding Co
West Virginia
$55.2K – – –
WAG
1882
Wilkerson Advisory Group
Missouri
$54.9K -$73.6K -232 -59%
BMC
1883
Bear Mountain Capital
Washington
$54.6K – – –
ATC
1884
Adirondack Trust Company
New York
$52.6K +$49.8K +157 New
MCM
1885
MV Capital Management
Maryland
$52.2K +$3.49K +11 +8%
SG
1886
Sankala Group
Colorado
$51.3K +$7.93K +25 +15%
PAP
1887
Persistent Asset Partners
Hong Kong
$50.9K +$48.2K +152 New
GBT
1888
Grove Bank & Trust
Florida
$50.6K +$317 +1 +0.7%
CWM
1889
Consultiva Wealth Management
Puerto Rico
$50.2K – – –
MSFP
1890
Mark Sheptoff Financial Planning
Connecticut
$50.2K – – –
GA
1891
GoalVest Advisory
New York
$49.6K +$21.9K +69 +87%
ECA
1892
Elevated Capital Advisors
Utah
$48.9K – – –
IRC
1893
Investors Research Corp
Georgia
$48.5K – – –
TCM
1894
TD Capital Management
Tennessee
$48.5K – – –
AFG
1895
Albion Financial Group
Utah
$48.2K – – –
LAM
1896
Lummis Asset Management
Texas
$47.5K – – –
MHR
1897
Matthew Hamilton Rosenberg
$47.5K – – –
SIC
1898
Salem Investment Counselors
North Carolina
$46.2K – – –
S
1899
Sachetta
Massachusetts
$45.5K +$4.12K +13 +11%
OCM
1900
Orion Capital Management
California
$45.2K – – –
74 75
76
77 78