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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
V
501
Veritable
Delaware
$511K +$22.2K +1,242 +5%
AAS
502
Avantax Advisory Services
Texas
$511K +$494K +27,644 New
FCM
503
Fairbanks Capital Management
California
$506K +$154K +8,628 +46%
MYIA
504
Mount Yale Investment Advisors
Colorado
$505K -$235K -13,132 -31%
AMG
505
Advisors Management Group
Wisconsin
$503K +$57.6K +3,220 +13%
BIA
506
Bigelow Investment Advisors
Maine
$502K – – –
KRSITF
507
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$502K +$2.04K +114 +0.4%
TCAM
508
Turtle Creek Asset Management
Ontario, Canada
$495K -$869K -48,600 -64%
ETC
509
Exchange Traded Concepts
Oklahoma
$492K +$476K +26,620 New
ZCA
510
Zeke Capital Advisors
Pennsylvania
$487K +$679 +38 +0.1%
WWM
511
Western Wealth Management
Colorado
$483K – – –
FEM
512
Fulcrum Equity Management
Texas
$480K -$9.12K -510 -2%
WPW
513
Waldron Private Wealth
Pennsylvania
$475K +$148K +8,308 +48%
WP
514
WealthSource Partners
California
$471K -$3.65K -204 -0.8%
UCFA
515
United Capital Financial Advisors
Texas
$470K +$87.3K +4,886 +24%
CAN
516
Cetera Advisor Networks
California
$469K -$116K -6,504 -20%
LWCFA
517
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$460K – – –
SIM
518
Sadoff Investment Management
Wisconsin
$460K – – –
SW
519
SkyOak Wealth
Michigan
$450K +$435K +24,362 New
CB
520
Community Bank
New York
$449K – – –
OAM
521
Optimal Asset Management
California
$446K +$431K +24,140 New
CCG
522
Cypress Capital Group
Florida
$440K -$24.5K -1,370 -5%
MPCG
523
Matrix Private Capital Group
New York
$440K +$426K +23,814 New
PNC
524
Park National Corp
Ohio
$438K – – –
FAAS
525
First Allied Advisory Services
California
$435K +$76K +4,250 +22%
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