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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
651
Valeo Financial Advisors
Indiana
$744K +$114K +2,926 +16%
C
652
Certuity
Florida
$737K +$153K +3,932 +24%
SAG
653
SageView Advisory Group
California
$735K +$8.27K +212 +1%
BWM
654
Baron Wealth Management
Michigan
$735K +$5.93K +152 +0.7%
IP
655
Isthmus Partners
Wisconsin
$733K -$19K -486 -2%
GPI
656
General Partner Inc
Pennsylvania
$733K – – –
LW
657
Linscomb Wealth
Texas
$728K +$2.42K +62 +0.3%
MSAM
658
Moloney Securities Asset Management
Missouri
$724K +$115K +2,956 +17%
SWM
659
SeaCrest Wealth Management
New York
$723K +$10.3K +264 +1%
BMWS
660
Brady Martz Wealth Solutions
North Dakota
$723K +$765K +19,598 New
KCM
661
Kathmere Capital Management
Pennsylvania
$721K +$39.9K +1,024 +5%
SC
662
Sawyer & Company
Massachusetts
$720K -$23.8K -610 -3%
TIA
663
Tandem Investment Advisors
South Carolina
$720K +$1.25K +32 +0.2%
JFGIW
664
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$709K -$365K -9,368 -33%
KPWS
665
Kestra Private Wealth Services
Texas
$703K +$98K +2,512 +15%
CIA
666
Compass Ion Advisors
Pennsylvania
$697K -$17.9K -460 -2%
GSEP
667
Golden State Equity Partners
California
$694K -$827K -21,194 -52%
TWC
668
TD Waterhouse Canada
Ontario, Canada
$689K +$132K +3,380 +21%
IWA
669
Icon Wealth Advisors
Texas
$681K -$289K -7,398 -28%
ECM
670
Evergreen Capital Management
Washington
$681K +$468 +12 +0.1%
PCM
671
Poehling Capital Management
Wisconsin
$673K – – –
MYIA
672
Mount Yale Investment Advisors
Colorado
$671K +$8.35K +214 +1%
CUAMC
673
China Universal Asset Management Company
China
$670K +$161K +4,120 +28%
AMG
674
Advisors Management Group
Wisconsin
$663K +$25.4K +650 +4%
ACM
675
Aster Capital Management
United Arab Emirates
$662K +$719K +18,422 New
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