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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
CNBT
651
Canandaigua National Bank & Trust
New York
$926K -$75K -1,849 -8%
LWCFA
652
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$921K – – –
DT
653
Diversified Trust
Tennessee
$916K -$5.36K -132 -0.6%
RG
654
Rathbones Group
United Kingdom
$914K +$100K +2,466 +13%
NG
655
Novem Group
New York
$910K +$879K +21,666 New
SBFM
656
S-Bank Fund Management
Finland
$908K -$76.3K -1,880 -8%
HIS
657
Harvest Investment Services
Illinois
$907K +$652K +16,080 +292%
GWS
658
Greykasell Wealth Strategies
California
$899K -$24K -592 -3%
TRCT
659
Tower Research Capital (TRC)
New York
$897K -$363K -8,942 -30%
BFA
660
Beaumont Financial Advisors
Massachusetts
$894K +$33.5K +826 +4%
TA
661
TCM Advisors
West Virginia
$890K – – –
GWP
662
Gen-Wealth Partners
Michigan
$889K -$30.2K -745 -3%
TWM
663
Trueblood Wealth Management
Ohio
$881K +$12K +295 +1%
UBP
664
Union Bancaire Privee
Switzerland
$879K – – –
WAP
665
Wealthcare Advisory Partners
Pennsylvania
$877K +$10.9K +268 +1%
SWM
666
SeaCrest Wealth Management
New York
$867K +$7.75K +191 +0.9%
VIG
667
Vienna Insurance Group
Poland
$866K -$346K -8,538 -29%
VFA
668
Valeo Financial Advisors
Indiana
$866K -$20.2K -497 -2%
MSAM
669
Moloney Securities Asset Management
Missouri
$859K -$6.53K -161 -0.8%
GPI
670
General Partner Inc
Pennsylvania
$856K – – –
EWA
671
EP Wealth Advisors
California
$853K +$134K +3,292 +19%
LW
672
Linscomb Wealth
Texas
$852K -$1.74K -43 -0.2%
BWM
673
Baron Wealth Management
Michigan
$851K -$25.9K -638 -3%
IP
674
Isthmus Partners
Wisconsin
$847K -$9.33K -230 -1%
BP
675
Ballentine Partners
Massachusetts
$844K -$104K -2,556 -11%
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