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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
651
Baron Wealth Management
Michigan
$811K +$17.8K +476 +2%
FNBT
652
FineMark National Bank & Trust
Florida
$809K -$9.67K -258 -1%
TWM
653
Trueblood Wealth Management
Ohio
$802K -$2.55K -68 -0.3%
MSAM
654
Moloney Securities Asset Management
Missouri
$799K +$17.6K +470 +2%
WAP
655
Wealthcare Advisory Partners
Pennsylvania
$799K -$99K -2,642 -11%
QCG
656
Quadrant Capital Group
Ohio
$798K +$257K +6,864 +50%
FAM
657
Formidable Asset Management
Ohio
$796K +$91.3K +2,436 +13%
BFA
658
Beaumont Financial Advisors
Massachusetts
$793K +$132K +3,524 +21%
SWM
659
SeaCrest Wealth Management
New York
$793K +$12.9K +344 +2%
NGA
660
Naples Global Advisors
Florida
$793K -$39.7K -1,060 -5%
IP
661
Isthmus Partners
Wisconsin
$791K – – –
GPI
662
General Partner Inc
Pennsylvania
$790K – – –
LW
663
Linscomb Wealth
Texas
$788K +$2.92K +78 +0.4%
MSA
664
MUFG Securities Americas
New York
$787K +$127K +3,384 +20%
VC
665
Veracity Capital
Georgia
$784K -$27.6K -736 -4%
TIA
666
Tandem Investment Advisors
South Carolina
$778K +$1.2K +32 +0.2%
ECM
667
Evergreen Capital Management
Washington
$772K +$37.1K +990 +5%
SFSG
668
Sound Financial Strategies Group
Mississippi
$764K -$171K -4,564 -19%
JFG
669
Jefferies Financial Group
New York
$758K -$162K -4,326 -18%
BMWS
670
Brady Martz Wealth Solutions
North Dakota
$756K -$3.82K -102 -0.5%
RGC
671
Roberts, Glore & Co
Illinois
$755K -$53.8K -1,436 -7%
CIA
672
Compass Ion Advisors
Pennsylvania
$754K +$1.5K +40 +0.2%
PWM
673
Perigon Wealth Management
California
$753K +$503K +13,414 +223%
LC
674
Lindbrook Capital
California
$750K +$154K +4,108 +27%
RG
675
Rathbones Group
United Kingdom
$748K +$308K +8,216 +74%
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