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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
651
Waldron Private Wealth
Pennsylvania
$392K +$10.1K +374 +3%
UCFA
652
United Capital Financial Advisors
Texas
$390K -$4.56K -168 -1%
MG
653
Mather Group
Illinois
$384K -$1.08K -40 -0.3%
OFG
654
OmniStar Financial Group
North Carolina
$384K +$404K +14,886 New
BFA
655
Beaumont Financial Advisors
Massachusetts
$383K – – –
CTC
656
Central Trust Company
Missouri
$383K +$16.3K +600 +4%
OPS
657
Orion Portfolio Solutions
Nebraska
$382K +$28.6K +1,056 +8%
DMBA
658
Deseret Mutual Benefit Administrators
Utah
$381K +$296K +10,904 +282%
IIC
659
Ironwood Investment Counsel
Arizona
$380K -$41K -1,510 -9%
PK
660
Pflug Koory
Nebraska
$379K – – –
QT
661
Quantamental Technologies
New York
$379K +$398K +14,676 New
BWP
662
Baldwin Wealth Partners
Massachusetts
$377K – – –
AFS
663
Access Financial Services
Minnesota
$376K +$271 +10 +0.1%
DAM
664
Delta Asset Management
Tennessee
$374K -$2.5K -92 -0.6%
HSA
665
HBK Sorce Advisory
Pennsylvania
$374K +$11.7K +432 +3%
EF
666
Empirical Finance
Pennsylvania
$372K +$22.4K +826 +6%
WJWM
667
Williams Jones Wealth Management
New York
$364K – – –
BG
668
Bellevue Group
Switzerland
$361K – – –
MHC
669
Meyer Handelman Company
New York
$361K – – –
BFO
670
Boston Family Office
Massachusetts
$359K – – –
AC
671
Allstate Corporation
Illinois
$358K -$53.1K -1,958 -12%
RWB
672
RMR Wealth Builders
New Jersey
$357K – – –
IP
673
Innovative Portfolios
Indiana
$357K +$302K +11,134 New
EFM
674
E Fund Management
China
$355K +$373K +13,738 New
CT
675
Caldwell Trust
Florida
$352K -$13.6K -500 -4%
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