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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
EFM
676
E Fund Management
China
$355K +$373K +13,738 New
CT
677
Caldwell Trust
Florida
$352K -$13.6K -500 -4%
BFPW
678
BOK Financial Private Wealth
Colorado
$351K +$35.8K +1,318 +11%
CCM
679
Check Capital Management
California
$349K – – –
9WM
680
9258 Wealth Management
Ohio
$349K +$1.03K +38 +0.3%
BWM
681
BerganKDV Wealth Management
Minnesota
$349K +$3.85K +142 +1%
PHK
682
Point72 Hong Kong
Hong Kong
$342K -$199K -7,336 -36%
PP
683
PrairieView Partners
Minnesota
$342K -$19.8K -730 -5%
BIA
684
BHK Investment Advisors
Alabama
$341K -$4.01K -148 -1%
DL
685
DOHJ LLC
Washington
$341K +$7.54K +278 +2%
LIM
686
Longfellow Investment Management
Massachusetts
$338K – – –
IAA
687
Independent Advisor Alliance
North Carolina
$336K +$11.3K +416 +3%
FEM
688
Fulcrum Equity Management
Texas
$333K +$597 +22 +0.2%
SBH
689
Segall Bryant & Hamill
Illinois
$332K -$48.8K -1,800 -12%
IAN
690
Integrated Advisors Network
Texas
$332K +$1.52K +56 +0.4%
MFW
691
Meristem Family Wealth
Minnesota
$331K +$130K +4,810 +60%
BFG
692
Berger Financial Group
Minnesota
$327K – – –
FNT
693
First National Trust
Pennsylvania
$321K +$337K +12,438 New
BTWM
694
Baker Tilly Wealth Management
Wisconsin
$320K +$51.8K +1,910 +18%
AWA
695
Arete Wealth Advisors
Illinois
$316K -$3.31K -122 -1%
VCA
696
Verdence Capital Advisors
Maryland
$316K +$114K +4,216 +53%
ZCA
697
Zeke Capital Advisors
Pennsylvania
$314K +$5.16K +190 +2%
FFN
698
Focus Financial Network
Minnesota
$314K -$230K -8,470 -41%
HWMA
699
Heritage Wealth Management (Arizona)
Arizona
$312K -$13.7K -506 -4%
SSWG
700
Seven Springs Wealth Group
Tennessee
$310K – – –
26 27
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29 30