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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
551
Ironwood Investment Management
Massachusetts
$969K +$21K +696 +2%
CAM
552
Cacti Asset Management
Georgia
$966K – – –
XSC
553
X-Square Capital
Puerto Rico
$948K -$2.83K -94 -0.3%
SWS
554
SYSTM Wealth Solutions
Illinois
$946K +$468K +15,528 +113%
BIA
555
Beacon Investment Advisors
Maryland
$938K +$4.1K +136 +0.5%
AOWM
556
Alpha Omega Wealth Management
Virginia
$933K -$4.7K -156 -0.5%
BCG
557
BayBridge Capital Group
California
$930K +$883K +29,296 New
AWM
558
Axxcess Wealth Management
California
$925K -$254K -8,438 -23%
CC
559
Centiva Capital
New York
$925K +$299K +9,912 +53%
FTDI
560
First Trust Direct Indexing
Massachusetts
$920K +$208K +6,904 +32%
MSA
561
Marino Stram & Associates
Massachusetts
$919K -$9.46K -314 -1%
PS
562
Principal Securities
Iowa
$919K +$855K +28,380 New
AAP
563
Arax Advisory Partners
Colorado
$913K +$41.3K +1,370 +5%
BMO
564
Beck Mack & Oliver
New York
$907K – – –
FI
565
FJ Investments
Utah
$905K +$842K +27,956 New
JWCA
566
J.W. Cole Advisors
Florida
$904K +$36.3K +1,206 +5%
TC
567
TwinBeech Capital
New York
$894K +$832K +27,618 New
RG
568
Rathbones Group
United Kingdom
$892K +$210K +6,966 +34%
FCM
569
Fairbanks Capital Management
California
$890K +$43.1K +1,430 +5%
MCM
570
MAI Capital Management
Ohio
$883K +$31.4K +1,042 +4%
VCA
571
Verdence Capital Advisors
Maryland
$873K -$51.3K -1,704 -6%
SCA
572
Snowden Capital Advisors
New York
$869K -$14.6K -486 -2%
SBWIC
573
Schaper Benz & Wise Investment Counsel
Wisconsin
$866K -$16.5K -548 -2%
WWM
574
Western Wealth Management
Colorado
$862K – – –
OAM
575
Ostrum Asset Management
France
$858K +$3.38K +112 +0.4%
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