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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
701
Richwood Investment Advisors
Ohio
$518K -$20K -594 -3%
UWS
702
Unique Wealth Strategies
Illinois
$515K – – –
SAM
703
Silvercrest Asset Management
New York
$514K – – –
TA
704
TFG Advisers
Michigan
$512K -$16K -474 -3%
RWB
705
RMR Wealth Builders
New Jersey
$512K – – –
WJWM
706
Williams Jones Wealth Management
New York
$511K -$54K -1,600 -9%
MM
707
MQS Management
New York
$509K +$249K +7,380 +84%
JPWM
708
Jamison Private Wealth Management
Georgia
$504K +$1.15K +34 +0.2%
BFG
709
Bleakley Financial Group
New Jersey
$503K -$11.3K -334 -2%
SW
710
Simplicity Wealth
New Jersey
$503K -$7.89K -234 -1%
HCP
711
Holt Capital Partners
Texas
$503K – – –
BC
712
Broadwater Capital
Massachusetts
$503K – – –
GL
713
Graypoint LLC
New York
$500K +$46.2K +1,370 +9%
AA
714
Apriem Advisors
California
$500K – – –
TWC
715
TD Waterhouse Canada
Ontario, Canada
$497K -$11.8K -350 -2%
OC
716
Oarsman Capital
Wisconsin
$496K -$9.18K -272 -2%
S
717
SignatureFD
Georgia
$483K +$4.79K +142 +0.9%
EWA
718
EP Wealth Advisors
California
$481K -$30.7K -910 -6%
CT
719
Chicago Trust
Illinois
$481K – – –
LC
720
Lindbrook Capital
California
$480K -$176K -5,208 -25%
NG
721
Norden Group
Utah
$479K +$15.4K +456 +3%
MC
722
Miramar Capital
Illinois
$478K +$513K +15,200 New
HCM
723
Hengehold Capital Management
Ohio
$476K +$6.14K +182 +1%
VC
724
Veracity Capital
Georgia
$475K -$517K -15,312 -50%
RP
725
Rowlandmiller & Partners
Georgia
$471K -$26K -770 -5%
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