VTRS icon

Viatris

Name Holding Trade Value Shares
Change
Change in
Stake
SHJ
501
Sharkey, Howes & Javer
Colorado
$6K – – –
VFA
502
Valeo Financial Advisors
Indiana
$6K +$5.71K +134 New
WIM
503
Westside Investment Management
California
$5.93K – – –
FMTCOCP
504
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.48K – – –
DAM
505
Delta Asset Management
Tennessee
$5K – – –
FANJ
506
Financial Architects (New Jersey)
New Jersey
$5K – – –
TFO
507
Tarbox Family Office
California
$5K – – –
MFW
508
Mosaic Family Wealth
Missouri
$4K – – –
ASN
509
Advisory Services Network
Georgia
$4K +$1.19K +28 +40%
TC
510
Trilogy Capital
California
$4K +$4.18K +98 New
FMB
511
Field & Main Bank
Kentucky
$4K +$4.22K +99 New
AWM
512
AllSquare Wealth Management
New York
$4K +$4.26K +100 New
FC
513
Ferris Capital
Massachusetts
$3K +$3.15K +74 New
RIA
514
RPG Investment Advisory
California
$3K +$3.2K +75 New
PW
515
Price Wealth
Texas
$2K -$2.13K -50 -50%
ADL
516
Asset Dedication LLC
California
$2K – – –
BWM
517
Baystate Wealth Management
Massachusetts
$2K – – –
OFW
518
Omnia Family Wealth
Florida
$2K – – –
JA
519
JOYN Advisors
Georgia
$2K +$2.05K +48 New
JFGIW
520
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K +$2.13K +50 New
FCAG
521
First Capital Advisors Group
New Jersey
$2K +$2.17K +51 New
CAM
522
ClariVest Asset Management
California
$1K – – –
GWS
523
Glassman Wealth Services
Virginia
$1K – – –
LFA
524
Legacy Financial Advisors
Kentucky
$1K – – –
TWA
525
TCI Wealth Advisors
Arizona
$1K – – –