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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
726
Parkside Financial Bank & Trust
Missouri
$279K +$9.99K +384 +4%
BWAM
727
Boyd Watterson Asset Management
Ohio
$278K -$14.6K -560 -5%
CT
728
Chicago Trust
Illinois
$277K +$277K +10,634 New
SAM
729
S.A. Mason
Michigan
$276K – – –
BFA
730
Brendel Financial Advisors
New Hampshire
$275K -$18.1K -694 -6%
BAM
731
Berkshire Asset Management
Pennsylvania
$275K – – –
CGL
732
Clarius Group LLC
Washington
$275K +$4.27K +164 +2%
CCA
733
Checchi Capital Advisers
California
$275K +$25.3K +974 +10%
PCM
734
Prelude Capital Management
New York
$275K +$275K +10,562 New
GIA
735
Gateway Investment Advisers
Ohio
$274K -$9.94K -382 -3%
LC
736
Lincoln Capital
Nebraska
$273K – – –
BTWM
737
Baker Tilly Wealth Management
Wisconsin
$273K +$45.1K +1,734 +20%
RSWM
738
Robertson Stephens Wealth Management
California
$272K – – –
PFO
739
Pathstone Family Office
New Jersey
$272K +$20K +770 +8%
UF
740
Univest Financial
Pennsylvania
$270K -$780 -30 -0.3%
LBC
741
Lowe Brockenbrough & Co
Virginia
$269K -$31.2K -1,200 -10%
CWP
742
CFM Wealth Partners
Texas
$267K -$104 -4 -0%
FCMC
743
Founders Capital Management (Connecticut)
Connecticut
$265K – – –
RC
744
RegentAtlantic Capital
New Jersey
$265K +$266K +10,212 New
GP
745
Greenline Partners
New York
$264K – – –
ACM
746
Ategra Capital Management
Virginia
$261K – – –
NSIM
747
North Star Investment Management
Illinois
$260K – – –
DHFB
748
Dixon Hubard Feinour & Brown
Virginia
$259K -$273K -10,480 -51%
GW
749
GW & Wade
Massachusetts
$259K -$8.85K -340 -3%
LTI
750
Laffer Tengler Investments
Tennessee
$256K +$202K +7,770 +374%
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