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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
701
SVB Wealth
Massachusetts
$433K -$214K -7,256 -35%
CCM
702
Check Capital Management
California
$433K – – –
BWP
703
Baldwin Wealth Partners
Massachusetts
$429K -$35.4K -1,200 -8%
VCA
704
Verdence Capital Advisors
Maryland
$428K +$33.2K +1,126 +9%
DMBA
705
Deseret Mutual Benefit Administrators
Utah
$427K -$42.5K -1,440 -10%
EFM
706
E Fund Management
China
$427K -$12.3K -416 -3%
WG
707
Winton Group
United Kingdom
$425K +$391K +13,256 New
BFG
708
Berger Financial Group
Minnesota
$423K +$15.6K +528 +4%
HSA
709
HBK Sorce Advisory
Pennsylvania
$422K -$39K -1,322 -9%
BIA
710
BHK Investment Advisors
Alabama
$422K -$884 -30 -0.2%
SS
711
Simplicity Solutions
Minnesota
$418K +$385K +13,068 New
BPA
712
Beacon Pointe Advisors
California
$415K -$3.18M -107,840 -89%
SM
713
Sciencast Management
New Jersey
$413K -$3.48M -117,926 -90%
MFW
714
Meristem Family Wealth
Minnesota
$411K – – –
SBH
715
Segall Bryant & Hamill
Illinois
$411K – – –
RC
716
RegentAtlantic Capital
New Jersey
$411K +$50.6K +1,716 +15%
PA
717
Parallel Advisors
California
$409K +$52.4K +1,776 +16%
IAN
718
Integrated Advisors Network
Texas
$408K -$3.36K -114 -0.9%
FEM
719
Fulcrum Equity Management
Texas
$405K -$7.9K -268 -2%
AWA
720
Arete Wealth Advisors
Illinois
$404K +$22.9K +776 +6%
BST
721
Bath Savings Trust
Maine
$404K +$23.6K +800 +7%
MCM
722
Maryland Capital Management
Maryland
$404K +$41.4K +1,404 +13%
FNT
723
First National Trust
Pennsylvania
$402K +$3.54K +120 +1%
IAA
724
Independent Advisor Alliance
North Carolina
$398K -$18.2K -616 -5%
FAN
725
Financial Advisors Network
California
$395K -$23.3K -792 -6%
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