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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
651
Reilly Financial Advisors
California
$44K – – –
TAIM
652
TD Ameritrade Investment Management
Nebraska
$43K +$42.6K +2,992 New
RMAM
653
Raab & Moskowitz Asset Management
New Jersey
$43K +$42.7K +3,000 New
MPWT
654
MassMutual Private Wealth & Trust
Connecticut
$41.1K -$285 -20 -0.7%
CLOS
655
Compagnie Lombard Odier SCmA
Switzerland
$41K – – –
CAW
656
Cornerstone Advisors (Washington)
Washington
$41K – – –
GRP
657
Global Retirement Partners
California
$41K +$1.2K +84 +3%
TPWA
658
TRUE Private Wealth Advisors
Oregon
$36.4K +$35.8K +2,512 New
SBL
659
Sargent Bickham Lagudis
Colorado
$35K – – –
SIAS
660
Shine Investment Advisory Services
Colorado
$34K – – –
CA
661
Crewe Advisors
Utah
$32K -$8.26K -580 -21%
FPFS
662
First Personal Financial Services
North Carolina
$31K +$14.7K +1,032 +92%
RFM
663
Royal Fund Management
Florida
$29K -$1.82K -128 -6%
LF
664
Lee Financial
Texas
$29K – – –
VAIA
665
Virtus Alternative Investment Advisers
Connecticut
$29K +$28.2K +1,980 New
KJWM
666
Kiley Juergens Wealth Management
Washington
$28K – – –
AAP
667
Arax Advisory Partners
Colorado
$28K +$27.4K +1,924 New
CGT
668
Capital Guardian Trust
California
$28K +$27.7K +1,948 New
OC
669
Oakworth Capital
Alabama
$26K – – –
PI
670
Parkside Investments
Illinois
$26K +$25.6K +1,800 New
BFC
671
Bedel Financial Consulting
Indiana
$25K – – –
CWA
672
Clarus Wealth Advisors
Arizona
$24K -$5.64K -396 -19%
VFA
673
Valeo Financial Advisors
Indiana
$24K – – –
WAP
674
Wealthcare Advisory Partners
Pennsylvania
$24K +$171 +12 +0.7%
ZB
675
Zions Bancorporation
Utah
$24K +$23.5K +1,652 New
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