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Vertiv

VRT

Market cap $98.2B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
2001	1IA 2001 1620 Investment Advisors Plymouth, Massachusetts	$3.35K	–	–	–
2002	LG 2002 LAM Group Lake Oswego, Oregon	$3.35K	–	–	–
2003	MO 2003 McMillan Office St. Clair Shores, Michigan	$3.35K	+$3.17K	+10	New
2004	SNB 2004 Security National Bank Omaha, Nebraska	$3.35K	+$3.17K	+10	New
2005	WBWA 2005 William B. Walkup & Associates Columbia, South Carolina	$3.35K	+$3.17K	+10	New
2006	TAP 2006 Tounjian Advisory Partners Fort Myers, Florida	$3.01K	+$2.85K	+9	New
2007	OAJ 2007 Ogorek Anthony Joseph Williamsville, New York	$3K	–	–	–
2008	CFG 2008 CKW Financial Group Honolulu, Hawaii	$3K	+$2.85K	+9	New
2009	AWM 2009 Abound Wealth Management Franklin, Tennessee	$2.99K	-$13.6K	-43	-83%
2010	BCV 2010 Banque Cantonale Vaudoise Lausanne, Switzerland	$2.75K	-$1.56M	-4,914	-37%
2011	PIS 2011 POM Investment Strategies Raleigh, North Carolina	$2.68K	–	–	–
2012	RG 2012 RHL Group Holly, Michigan	$2.68K	–	–	–
2013	BTD 2013 BankPlus Trust Department Jackson, Mississippi	$2.34K	–	–	–
2014	DF 2014 Downshift Financial Boulder, Colorado	$2.34K	+$2.22K	+7	New
2015	NL 2015 NVWM LLC Yardley, Pennsylvania	$2.34K	+$2.22K	+7	New
2016	IPS 2016 Investors Portfolio Services Puyallup, Washington	$2.06K	-$317	-1	-14%
2017	JFA 2017 JNBA Financial Advisors Bloomington, Minnesota	$2.01K	–	–	–
2018	KTC 2018 Kentucky Trust Company Danville, Kentucky	$2.01K	–	–	–
2019	NWM 2019 Navigoe Wealth Management Redondo Beach, California	$2K	+$2.54K	+8	New
2020	APW 2020 Atlantic Private Wealth Chapel Hill, North Carolina	$1.68K	–	–	–
2021	BL 2021 BFSG LLC Irvine, California	$1.68K	–	–	–
2022	SA 2022 Seneschal Advisors Tacoma, Washington	$1.68K	+$317	+1	+25%
2023	SC 2023 Swan Capital Pensacola, Florida	$1.67K	-$1.27K	-4	-44%
2024	CJ 2024 Caitlin John Brighton, Michigan	$1.67K	-$634	-2	-29%
2025	GPFA 2025 Game Plan Financial Advisors Westlake, Ohio	$1.67K	+$1.59K	+5	New

Vertiv VRT Market cap $98.2B

Vertiv

VRT

Market cap $98.2B