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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
626
LS Investment Advisors
Michigan
$602K – – –
GWM
627
GSB Wealth Management
Connecticut
$600K +$322K +10,918 +140%
ACS
628
Archford Capital Strategies
Illinois
$597K +$28.2K +956 +5%
FL
629
Fort LP
Maryland
$595K -$622K -21,084 -53%
DA
630
DCM Advisors
New York
$595K +$548K +18,576 New
AWM
631
Aberdeen Wealth Management
Illinois
$591K – – –
SCM
632
Southport Capital Management
Tennessee
$587K -$165K -5,600 -23%
FTDI
633
First Trust Direct Indexing
Massachusetts
$585K +$2.54K +86 +0.5%
PFO
634
Pathstone Family Office
New Jersey
$579K +$51.5K +1,746 +11%
SFG
635
SNS Financial Group
Minnesota
$577K -$884 -30 -0.2%
EWA
636
Encompass Wealth Advisors
Oregon
$577K – – –
OFG
637
OmniStar Financial Group
North Carolina
$577K +$92.9K +3,150 +21%
MWM
638
Madison Wealth Management
Ohio
$570K -$8.84K -300 -2%
PAMP
639
Polar Asset Management Partners
Ontario, Canada
$570K +$525K +17,796 New
HTC
640
Haverford Trust Company
Pennsylvania
$569K -$4.78K -162 -0.9%
APP
641
Alpha Paradigm Partners
Illinois
$564K -$187K -6,336 -26%
GJCM
642
Grand Jean Capital Management
California
$564K – – –
MC
643
Moors & Cabot
Massachusetts
$560K +$5.42K +184 +1%
SAM
644
Summit Asset Management
Tennessee
$557K +$19.6K +664 +4%
QIM
645
Quantitative Investment Management
Virginia
$557K +$513K +17,408 New
IIC
646
Integrated Investment Consultants
Michigan
$555K -$63.2K -2,144 -11%
AWM
647
Apollon Wealth Management
South Carolina
$553K +$509K +17,272 New
ST
648
Spinnaker Trust
Maine
$550K – – –
TA
649
TFG Advisers
Michigan
$545K +$1.83K +62 +0.4%
BMWM
650
Brown Miller Wealth Management
Virginia
$536K – – –
24 25
26
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