Ticker: VIOO CUSIP: 921932828 Class: SMLLCP 600 IDX
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| True North Advisors, LLC | 15,149 | $1,681 |
| Vanguard Capital Wealth Advisors | 2,433 | $270 |
| THOMPSON DAVIS & CO., INC. | 2,175 | $241 |
| Mach-1 Financial Group, LLC | 5,716 | $634 |
| Geneos Wealth Management Inc. | 23,572 | $2,616 |
| Cordatus Wealth Management LLC | 2,335 | $259 |
| VICTORY FINANCIAL GROUP, LLC | 3,667 | $407 |
| SPIREPOINT PRIVATE CLIENT, LLC | 3,164 | $351 |
| Turtle Creek Wealth Advisors, LLC | 3,060 | $340 |
| Accurate Wealth Management, LLC | 1,714 | $200 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 410 | $46 |
| Johnson Financial Group, LLC | 2,060 | $229 |
| CGN Advisors LLC | 1,817 | $202 |
| Meeder Advisory Services, Inc. | 2,903 | $322 |
| Smartleaf Asset Management LLC | 2,763 | $310 |
| SIGNATUREFD, LLC | 5,980 | $664 |
| Tower Research Capital LLC (TRC) | 3,508 | $389 |
| Nicholas Hoffman & Company, LLC. | 2,745 | $305 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 981 | $109 |
| Prospera Financial Services Inc | 2,901 | $322 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Warwick Investment Management, Inc. | 163,818 | 185,322 | +21,504 (+13.1%) |
| FIDELITY D & D BANCORP INC | 33,607 | 36,114 | +2,507 (+7.5%) |
| Orgel Wealth Management, LLC | 1,012,871 | 1,035,330 | +22,459 (+2.2%) |
| BCS Wealth Management | 25,204 | 52,404 | +27,200 (+107.9%) |
| 17 CAPITAL PARTNERS, LLC | 8,349 | 12,328 | +3,979 (+47.7%) |
| Flower City Capital | 26,517 | 27,813 | +1,296 (+4.9%) |
| Base Wealth Management LLC | 20,872 | 22,221 | +1,349 (+6.5%) |
| Berman McAleer LLC | 91,146 | 94,261 | +3,115 (+3.4%) |
| SHEPHERD KAPLAN KROCHUK, LLC | 12,604 | 13,294 | +690 (+5.5%) |
| Visionary Wealth Advisors | 23,358 | 51,620 | +28,262 (+121.0%) |
| Total Clarity Wealth Management, Inc. | 29,992 | 32,992 | +3,000 (+10.0%) |
| AdvisorNet Financial, Inc | 103,716 | 116,735 | +13,019 (+12.6%) |
| Pachira Investments Inc. | 4,500 | 6,998 | +2,498 (+55.5%) |
| SILVERLAKE WEALTH MANAGEMENT LLC | 17,088 | 21,352 | +4,264 (+25.0%) |
| Marble Harbor Investment Counsel, LLC | 78,152 | 81,549 | +3,397 (+4.3%) |
| Fairway Wealth LLC | 24,722 | 26,281 | +1,559 (+6.3%) |
| LAKE STREET FINANCIAL LLC | 4,345 | 9,845 | +5,500 (+126.6%) |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 87,956 | 107,981 | +20,025 (+22.8%) |
| HANTZ FINANCIAL SERVICES, INC. | 107,626 | 148,312 | +40,686 (+37.8%) |
| CLUNE & ASSOCIATES, LTD. | 2,223 | 3,856 | +1,633 (+73.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| New Insight Wealth Advisors | 95,558 | 86,732 | -8,826 (-9.2%) |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 87,800 | 74,800 | -13,000 (-14.8%) |
| One Day In July LLC | 165,693 | 150,977 | -14,716 (-8.9%) |
| Bryant Woods Investment Advisors, LLC | 46,905 | 45,693 | -1,212 (-2.6%) |
| Lebenthal Global Advisors, LLC | 22,232 | 10,683 | -11,549 (-51.9%) |
| HARBOR ADVISORY CORP /MA/ | 40,044 | 38,986 | -1,058 (-2.6%) |
| KIECKHEFER GROUP LLC | 8,008 | 6,497 | -1,511 (-18.9%) |
| Cornerstone Wealth Management, LLC | 13,227 | 2,173 | -11,054 (-83.6%) |
| Continuum Advisory, LLC | 7,207 | 2,207 | -5,000 (-69.4%) |
| waypoint wealth counsel | 11,403 | 10,677 | -726 (-6.4%) |
| Gibraltar Capital Management, Inc. | 8,879 | 6,579 | -2,300 (-25.9%) |
| Marks Group Wealth Management, Inc | 17,368 | 15,188 | -2,180 (-12.6%) |
| OLD NATIONAL BANCORP /IN/ | 183,379 | 177,574 | -5,805 (-3.2%) |
| Grant Street Asset Management, Inc. | 5,767 | 4,734 | -1,033 (-17.9%) |
| Financial Freedom, LLC | 3,741 | 3,355 | -386 (-10.3%) |
| Flagship Private Wealth, LLC | 12,489 | 12,250 | -239 (-1.9%) |
| Snider Financial Group | 6,451 | 5,894 | -557 (-8.6%) |
| AMERIFLEX GROUP, INC. | 1,182 | 698 | -484 (-40.9%) |
| Fort Sheridan Advisors LLC | 4,159 | 2,876 | -1,283 (-30.8%) |
| Savant Capital, LLC | 223,163 | 211,372 | -11,791 (-5.3%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Blueprint Financial Advisors LLC | 14,077 | $1,555 |
| Blueprint Investment Partners LLC | 14,095 | $1,557 |
| Silver Coast Investments LLC | 2,709 | $299 |
| TruNorth Capital Management, LLC | 1,534 | $169 |
| Activest Wealth Management | 674 | $75 |
| Ameritas Advisory Services, LLC | 1,926 | $213 |
| Buckingham Strategic Partners | 4,814 | $533 |
| Wealthcare Advisory Partners LLC | 1,840 | $203 |
| Curi Capital, LLC | 1,947 | $215 |
| Rathbones Group PLC | 2,940 | $325 |
| Heartwood Wealth Advisors LLC | 350 | $39 |
| PRINCIPAL SECURITIES, INC. | 992 | $110 |