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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
651
NuWave Investment Management
New Jersey
$236K +$90.6K +5,068 +66%
9WM
652
9258 Wealth Management
Ohio
$236K +$228K +12,756 New
AI
653
Accredited Investors
Minnesota
$235K +$228K +12,740 New
LOAME
654
Lombard Odier Asset Management (Europe)
United Kingdom
$234K – – –
PFBT
655
Parkside Financial Bank & Trust
Missouri
$233K +$4.61K +258 +2%
WT
656
Whittier Trust
California
$232K -$92.3K -5,164 -29%
SPC
657
Stewart & Patten Company
California
$229K – – –
YMRC
658
Yorktown Management & Research Company
Virginia
$229K – – –
NFG
659
Next Financial Group
Texas
$228K +$15.2K +850 +7%
AWA
660
Arete Wealth Advisors
Illinois
$227K -$2.18K -122 -1%
BST
661
Bath Savings Trust
Maine
$227K +$220K +12,300 New
CC
662
ClearArc Capital
Ohio
$226K -$90.2K -5,048 -29%
HHAM
663
HITE Hedge Asset Management
Massachusetts
$226K +$219K +12,234 New
CWP
664
CFM Wealth Partners
Texas
$225K +$216K +12,072 New
LC
665
Lincoln Capital
Nebraska
$225K +$218K +12,200 New
MIA
666
MainStreet Investment Advisors
Illinois
$225K +$218K +12,220 New
CAM
667
Cresset Asset Management
Illinois
$224K +$216K +12,112 New
SSWG
668
Seven Springs Wealth Group
Tennessee
$222K +$214K +12,000 New
OWA
669
One Wealth Advisors
California
$217K -$41.8K -2,340 -17%
MCM
670
Maryland Capital Management
Maryland
$215K +$208K +11,636 New
BG
671
Berry Group
Massachusetts
$215K +$208K +11,640 New
WA
672
WBH Advisory
Maryland
$215K +$209K +11,674 New
MFW
673
Meristem Family Wealth
Minnesota
$214K +$207K +11,564 New
MCWS
674
McKinley Carter Wealth Services
West Virginia
$213K +$206K +11,518 New
CA
675
Claro Advisors
Massachusetts
$211K +$204K +11,414 New
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