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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
BCV
2026
Banque Cantonale Vaudoise
Switzerland
$2.75K -$1.56M -4,914 -37%
PIS
2027
POM Investment Strategies
North Carolina
$2.68K – – –
RG
2028
RHL Group
Michigan
$2.68K – – –
BTD
2029
BankPlus Trust Department
Mississippi
$2.34K – – –
DF
2030
Downshift Financial
Colorado
$2.34K +$2.22K +7 New
NL
2031
NVWM LLC
Pennsylvania
$2.34K +$2.22K +7 New
IPS
2032
Investors Portfolio Services
Washington
$2.06K -$317 -1 -14%
JFA
2033
JNBA Financial Advisors
Minnesota
$2.01K – – –
KTC
2034
Kentucky Trust Company
Kentucky
$2.01K – – –
NWM
2035
Navigoe Wealth Management
California
$2K +$2.54K +8 New
APW
2036
Atlantic Private Wealth
North Carolina
$1.68K – – –
BL
2037
BFSG LLC
California
$1.68K – – –
SA
2038
Seneschal Advisors
Washington
$1.68K +$317 +1 +25%
SC
2039
Swan Capital
Florida
$1.67K -$1.27K -4 -44%
CJ
2040
Caitlin John
Michigan
$1.67K -$634 -2 -29%
GPFA
2041
Game Plan Financial Advisors
Ohio
$1.67K +$1.59K +5 New
SNBOSCI
2042
Security National Bank of Sioux City Iowa
Iowa
$1.67K +$1.59K +5 New
CCC
2043
Chelsea Counsel Company
California
$1.34K – – –
CWM
2044
Cranbrook Wealth Management
Michigan
$1.34K – – –
NWS
2045
Nvest Wealth Strategies
Ohio
$1.34K – – –
BIAS
2046
Beacon Investment Advisory Services
New Jersey
$1.34K +$1.27K +4 New
FNWA
2047
Financial Network Wealth Advisors
Utah
$1.34K +$317 +1 +33%
DF
2048
DecisionPoint Financial
Arizona
$1.25K +$1.27K +4 New
CWP
2049
Clark Wealth Partners
Illinois
$1K -$25.7K -81 -96%
DFC
2050
DB Fitzpatrick & Co
Idaho
$1K -$951 -3 -50%
80 81
82
83 84