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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
651
Trueblood Wealth Management
Ohio
$746K -$7.02K -180 -0.9%
VFA
652
Valeo Financial Advisors
Indiana
$744K +$114K +2,926 +16%
C
653
Certuity
Florida
$737K +$153K +3,932 +24%
SAG
654
SageView Advisory Group
California
$735K +$8.27K +212 +1%
BWM
655
Baron Wealth Management
Michigan
$735K +$5.93K +152 +0.7%
IP
656
Isthmus Partners
Wisconsin
$733K -$19K -486 -2%
GPI
657
General Partner Inc
Pennsylvania
$733K – – –
LW
658
Linscomb Wealth
Texas
$728K +$2.42K +62 +0.3%
MSAM
659
Moloney Securities Asset Management
Missouri
$724K +$115K +2,956 +17%
SWM
660
SeaCrest Wealth Management
New York
$723K +$10.3K +264 +1%
BMWS
661
Brady Martz Wealth Solutions
North Dakota
$723K +$765K +19,598 New
KCM
662
Kathmere Capital Management
Pennsylvania
$721K +$39.9K +1,024 +5%
SC
663
Sawyer & Company
Massachusetts
$720K -$23.8K -610 -3%
TIA
664
Tandem Investment Advisors
South Carolina
$720K +$1.25K +32 +0.2%
JFGIW
665
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$709K -$365K -9,368 -33%
KPWS
666
Kestra Private Wealth Services
Texas
$703K +$98K +2,512 +15%
CIA
667
Compass Ion Advisors
Pennsylvania
$697K -$17.9K -460 -2%
GSEP
668
Golden State Equity Partners
California
$694K -$184K -4,716 -20%
TWC
669
TD Waterhouse Canada
Ontario, Canada
$689K +$132K +3,380 +21%
IWA
670
Icon Wealth Advisors
Texas
$681K -$289K -7,398 -28%
ECM
671
Evergreen Capital Management
Washington
$681K +$468 +12 +0.1%
PCM
672
Poehling Capital Management
Wisconsin
$673K – – –
MYIA
673
Mount Yale Investment Advisors
Colorado
$671K +$8.35K +214 +1%
CUAMC
674
China Universal Asset Management Company
China
$670K +$161K +4,120 +28%
AMG
675
Advisors Management Group
Wisconsin
$663K +$25.4K +650 +4%
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