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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
676
Ballentine Partners
Massachusetts
$844K -$104K -2,556 -11%
AWS
677
Atria Wealth Solutions
New York
$843K -$410K -10,109 -34%
SFSG
678
Sound Financial Strategies Group
Mississippi
$841K +$12.2K +300 +2%
S
679
SignatureFD
Georgia
$839K +$115K +2,847 +17%
PWM
680
Perigon Wealth Management
California
$829K +$12.8K +315 +2%
NGA
681
Naples Global Advisors
Florida
$823K -$34.5K -850 -4%
BFG
682
Bleakley Financial Group
New Jersey
$819K +$792K +19,511 New
BMWS
683
Brady Martz Wealth Solutions
North Dakota
$814K -$4.58K -113 -0.6%
FM
684
Family Management
New York
$806K – – –
QCG
685
Quadrant Capital Group
Ohio
$805K -$57.9K -1,427 -7%
BC
686
Burney Company
Virginia
$798K +$356K +8,776 +86%
C
687
Certuity
Florida
$795K -$154K -3,791 -17%
MC
688
Moors & Cabot
Massachusetts
$791K +$20.4K +504 +3%
PCM
689
Poehling Capital Management
Wisconsin
$786K – – –
FFN
690
Focus Financial Network
Minnesota
$782K +$83.5K +2,058 +12%
WPC
691
Wedmont Private Capital
Pennsylvania
$781K +$29K +716 +4%
SA
692
Sovran Advisors
California
$781K -$92.5K -2,280 -11%
IC
693
IEQ Capital
California
$780K -$336K -8,284 -31%
EFS
694
Essex Financial Services
Connecticut
$777K +$30.8K +759 +4%
ACA
695
Aptus Capital Advisors
Alabama
$777K +$204K +5,021 +37%
CCA
696
Conestoga Capital Advisors
Pennsylvania
$776K -$3.65K -90 -0.5%
LIA
697
LS Investment Advisors
Michigan
$773K – – –
RGC
698
Roberts, Glore & Co
Illinois
$772K -$44.1K -1,086 -6%
IWA
699
Icon Wealth Advisors
Texas
$768K -$23.8K -586 -3%
VC
700
Veracity Capital
Georgia
$768K -$78.2K -1,928 -10%
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