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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
676
Atria Wealth Solutions
New York
$843K -$410K -10,109 -34%
SFSG
677
Sound Financial Strategies Group
Mississippi
$841K +$12.2K +300 +2%
S
678
SignatureFD
Georgia
$839K +$115K +2,847 +17%
PWM
679
Perigon Wealth Management
California
$829K +$12.8K +315 +2%
NGA
680
Naples Global Advisors
Florida
$823K -$34.5K -850 -4%
BFG
681
Bleakley Financial Group
New Jersey
$819K +$792K +19,511 New
BMWS
682
Brady Martz Wealth Solutions
North Dakota
$814K -$4.58K -113 -0.6%
FM
683
Family Management
New York
$806K – – –
QCG
684
Quadrant Capital Group
Ohio
$805K -$57.9K -1,427 -7%
BC
685
Burney Company
Virginia
$798K +$356K +8,776 +86%
C
686
Certuity
Florida
$795K -$154K -3,791 -17%
MC
687
Moors & Cabot
Massachusetts
$791K +$20.4K +504 +3%
PCM
688
Poehling Capital Management
Wisconsin
$786K – – –
FFN
689
Focus Financial Network
Minnesota
$782K +$83.5K +2,058 +12%
WPC
690
Wedmont Private Capital
Pennsylvania
$781K +$29K +716 +4%
SA
691
Sovran Advisors
California
$781K -$92.5K -2,280 -11%
IC
692
IEQ Capital
California
$780K -$336K -8,284 -31%
EFS
693
Essex Financial Services
Connecticut
$777K +$30.8K +759 +4%
ACA
694
Aptus Capital Advisors
Alabama
$777K +$204K +5,021 +37%
CCA
695
Conestoga Capital Advisors
Pennsylvania
$776K -$3.65K -90 -0.5%
LIA
696
LS Investment Advisors
Michigan
$773K – – –
RGC
697
Roberts, Glore & Co
Illinois
$772K -$44.1K -1,086 -6%
IWA
698
Icon Wealth Advisors
Texas
$768K -$23.8K -586 -3%
VC
699
Veracity Capital
Georgia
$768K -$78.2K -1,928 -10%
CPCPP
700
Canada Post Corporation Pension Plan
Canada
$766K +$740K +18,240 New
26 27
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