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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
701
HB Wealth Management
Georgia
$391K +$84.9K +2,990 +26%
TWC
702
TD Waterhouse Canada
Ontario, Canada
$390K -$7.5K -264 -2%
FAN
703
Financial Advisors Network
California
$390K +$405K +14,274 New
AFS
704
Access Financial Services
Minnesota
$390K +$341 +12 +0.1%
ST
705
Smithfield Trust
Pennsylvania
$385K -$2.84K -100 -0.7%
EAM
706
Empirical Asset Management
Massachusetts
$385K +$397 +14 +0.1%
GLR
707
Great Lakes Retirement
Ohio
$384K -$8.57K -302 -2%
SAM
708
SignalPoint Asset Management
Missouri
$383K – – –
MHC
709
Meyer Handelman Company
New York
$382K – – –
CA
710
Clearstead Advisors
Ohio
$376K +$625 +22 +0.2%
CPA
711
Capital Planning Advisors
California
$376K – – –
CT
712
Caldwell Trust
Florida
$375K +$1.93K +68 +0.5%
SWS
713
SYSTM Wealth Solutions
Illinois
$374K -$494K -17,390 -56%
BFO
714
Boston Family Office
Massachusetts
$374K – – –
PK
715
Pflug Koory
Nebraska
$374K – – –
EGM
716
Engineers Gate Manager
New York
$373K -$213K -7,496 -35%
SW
717
SVB Wealth
Massachusetts
$368K -$13.1K -462 -3%
ECM
718
Evergreen Capital Management
Washington
$361K -$6.08K -214 -2%
A
719
AustralianSuper
Australia
$361K – – –
ILI
720
Invesco LLC (Illinois)
Illinois
$359K +$23.1K +812 +7%
FCI
721
Financial Counselors Inc
Kansas
$358K -$1.02K -36 -0.3%
MOS
722
MGO One Seven
Ohio
$358K +$99.2K +3,494 +36%
PFBT
723
Parkside Financial Bank & Trust
Missouri
$357K +$33.9K +1,194 +10%
FFA
724
First Foundation Advisors
California
$356K +$32.3K +1,138 +10%
FFN
725
Focus Financial Network
Minnesota
$355K -$6.7K -236 -2%
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