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Vertex Pharmaceuticals
VRTX

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
801
PFG Private Wealth Management
Florida
$273K +$248K +1,045 New
AS
802
Altshuler Shaham
Israel
$272K +$247K +1,041 New
ACA
803
Aptus Capital Advisors
Alabama
$270K +$246K +1,035 New
PJSIMP
804
P.J. Schmidt Investment Management (PJS)
Wisconsin
$269K -$309K -1,301 -57%
ACM
805
Anfield Capital Management
California
$268K +$140K +588 +134%
CWM
806
Congress Wealth Management
Massachusetts
$267K +$712 +3 +0.3%
DWT
807
Dorsey & Whitney Trust
South Dakota
$265K -$45.8K -193 -16%
GWANC
808
Guardian Wealth Advisors (North Carolina)
North Carolina
$265K +$241K +1,015 New
ISL
809
Ingalls & Snyder LLC
New York
$264K +$949 +4 +0.4%
HPWM
810
Highland Private Wealth Management
Washington
$263K +$20.9K +88 +10%
NSEDCP
811
NJ State Employees Deferred Compensation Plan
New Jersey
$261K – – –
WI
812
Wedgewood Investors
Pennsylvania
$261K – – –
TBA
813
Tower Bridge Advisors
Pennsylvania
$261K – – –
BC
814
Burney Company
Virginia
$260K +$237K +997 New
WPC
815
Wedmont Private Capital
Pennsylvania
$258K +$228K +962 New
LFA
816
Legacy Financial Advisors
Kentucky
$257K +$234K +984 New
WWM
817
Western Wealth Management
Colorado
$257K +$235K +989 New
PWPS
818
Pinnacle Wealth Planning Services
Ohio
$255K -$9.97K -42 -4%
SA
819
Syntax Advisors
New York
$254K -$66.5K -280 -22%
VCG
820
Vantage Consulting Group
Virginia
$254K -$66.5K -280 -22%
IWC
821
Integrated Wealth Concepts
Massachusetts
$252K -$68.1K -287 -23%
OFS
822
OneAscent Financial Services
Alabama
$252K +$229K +967 New
FLPIM
823
F.L. Putnam Investment Management
Massachusetts
$251K +$5.46K +23 +2%
BIP
824
Blueprint Investment Partners
North Carolina
$251K +$67.9K +286 +42%
SPWM
825
Spartan Planning & Wealth Management
North Carolina
$251K +$228K +960 New
31 32
33
34 35