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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
FL
626
Fort LP
Maryland
$595K -$622K -21,084 -53%
DA
627
DCM Advisors
New York
$595K +$548K +18,576 New
AWM
628
Aberdeen Wealth Management
Illinois
$591K – – –
SCM
629
Southport Capital Management
Tennessee
$587K -$165K -5,600 -23%
FTDI
630
First Trust Direct Indexing
Massachusetts
$585K +$2.54K +86 +0.5%
PFO
631
Pathstone Family Office
New Jersey
$579K +$51.5K +1,746 +11%
SFG
632
SNS Financial Group
Minnesota
$577K -$884 -30 -0.2%
EWA
633
Encompass Wealth Advisors
Oregon
$577K – – –
OFG
634
OmniStar Financial Group
North Carolina
$577K +$92.9K +3,150 +21%
MWM
635
Madison Wealth Management
Ohio
$570K -$8.84K -300 -2%
PAMP
636
Polar Asset Management Partners
Ontario, Canada
$570K +$525K +17,796 New
HTC
637
Haverford Trust Company
Pennsylvania
$569K -$4.78K -162 -0.9%
APP
638
Alpha Paradigm Partners
Illinois
$564K -$187K -6,336 -26%
GJCM
639
Grand Jean Capital Management
California
$564K – – –
MC
640
Moors & Cabot
Massachusetts
$560K +$5.42K +184 +1%
SAM
641
Summit Asset Management
Tennessee
$557K +$19.6K +664 +4%
QIM
642
Quantitative Investment Management
Virginia
$557K +$513K +17,408 New
IIC
643
Integrated Investment Consultants
Michigan
$555K -$63.2K -2,144 -11%
AWM
644
Apollon Wealth Management
South Carolina
$553K +$509K +17,272 New
ST
645
Spinnaker Trust
Maine
$550K – – –
TA
646
TFG Advisers
Michigan
$545K +$1.83K +62 +0.4%
BMWM
647
Brown Miller Wealth Management
Virginia
$536K – – –
PNC
648
Park National Corp
Ohio
$534K -$18.3K -622 -4%
CT
649
Chicago Trust
Illinois
$533K +$23.5K +796 +5%
RG
650
Rathbones Group
United Kingdom
$531K -$52.3K -1,774 -10%
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