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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
626
Isthmus Partners
Wisconsin
$745K – – –
BA
627
Ballast Advisors
Minnesota
$744K – – –
FAM
628
Formidable Asset Management
Ohio
$744K -$42.6K -1,260 -6%
AAP
629
Arax Advisory Partners
Colorado
$743K +$1.9K +56 +0.3%
MBT
630
Montecito Bank & Trust
California
$740K +$357K +10,544 +104%
SC
631
Sawyer & Company
Massachusetts
$737K -$58K -1,712 -8%
MCM
632
MAI Capital Management
Ohio
$735K -$253K -7,462 -27%
GPI
633
General Partner Inc
Pennsylvania
$728K -$67.7K -2,000 -9%
BWM
634
Baron Wealth Management
Michigan
$724K +$60.7K +1,794 +10%
SAG
635
SageView Advisory Group
California
$723K -$129K -3,816 -16%
LW
636
Linscomb Wealth
Texas
$721K +$1.42K +42 +0.2%
BWM
637
Brophy Wealth Management
New Hampshire
$716K +$678K +20,040 New
EWA
638
Encompass Wealth Advisors
Oregon
$714K – – –
TIA
639
Tandem Investment Advisors
South Carolina
$714K – – –
CIA
640
Compass Ion Advisors
Pennsylvania
$709K +$9.88K +292 +1%
SWM
641
SeaCrest Wealth Management
New York
$709K +$5.35K +158 +0.8%
ECM
642
Everence Capital Management
Indiana
$700K -$419K -12,380 -39%
LIA
643
LS Investment Advisors
Michigan
$693K – – –
EFS
644
Essex Financial Services
Connecticut
$681K +$12.8K +378 +2%
KCM
645
Kathmere Capital Management
Pennsylvania
$679K +$276K +8,146 +75%
ECM
646
Evergreen Capital Management
Washington
$676K -$12.1K -358 -2%
CIA
647
Concurrent Investment Advisors
Florida
$670K -$52.1K -1,540 -8%
PCM
648
Poehling Capital Management
Wisconsin
$669K – – –
OL
649
Optas LLC
Texas
$664K +$366K +10,804 +138%
MYIA
650
Mount Yale Investment Advisors
Colorado
$658K -$5.01K -148 -0.8%
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