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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
701
Stewart & Patten Company
California
$303K – – –
BIA
702
BHK Investment Advisors
Alabama
$303K +$48.3K +2,054 +20%
AWA
703
Arete Wealth Advisors
Illinois
$298K -$3.25K -138 -1%
SSWG
704
Seven Springs Wealth Group
Tennessee
$293K – – –
CT
705
Caldwell Trust
Florida
$291K -$4.71K -200 -2%
VF
706
Virtu Financial
New York
$291K +$281K +11,918 New
MCM
707
Maryland Capital Management
Maryland
$290K +$15.5K +660 +6%
BFPW
708
BOK Financial Private Wealth
Colorado
$290K +$41.4K +1,760 +17%
BST
709
Bath Savings Trust
Maine
$288K – – –
MIM
710
MTM Investment Management
South Carolina
$288K +$278K +11,808 New
CFB
711
Cullen/Frost Bankers
Texas
$285K -$1.65K -70 -0.6%
MPCG
712
Matrix Private Capital Group
New York
$284K +$2.78K +118 +1%
LBC
713
Lowe Brockenbrough & Co
Virginia
$282K -$14.1K -600 -5%
EF
714
Empirical Finance
Pennsylvania
$282K +$47.5K +2,016 +21%
LA
715
LVW Advisors
New York
$282K +$272K +11,564 New
ECM
716
ExodusPoint Capital Management
New York
$281K +$271K +11,524 New
FEM
717
Fulcrum Equity Management
Texas
$279K -$24.1K -1,022 -8%
FIM
718
Freedom Investment Management
Connecticut
$274K -$28.8K -1,224 -10%
AC
719
Alexandria Capital
Virginia
$274K – – –
IFAM
720
Institutional & Family Asset Management
Colorado
$273K – – –
PM
721
Parametrica Management
Hong Kong
$273K +$263K +11,182 New
HSA
722
HBK Sorce Advisory
Pennsylvania
$272K -$281K -11,952 -52%
FMBTD
723
First Midwest Bank Trust Division
Illinois
$272K +$29.7K +1,262 +13%
UF
724
Univest Financial
Pennsylvania
$271K -$48.3K -2,054 -16%
CWP
725
CFM Wealth Partners
Texas
$271K -$5.32K -226 -2%
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