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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
FNT
751
First National Trust
Pennsylvania
$293K -$19.4K -720 -6%
MIM
752
MTM Investment Management
South Carolina
$293K +$54 +2 +0%
TFA
753
Transamerica Financial Advisors
Florida
$291K +$313K +11,624 New
ABC
754
Associated Banc-Corp
Wisconsin
$291K +$314K +11,656 New
FMAEN1
755
Fund Management at Engine No 1
California
$290K +$50.9K +1,888 +19%
MPCG
756
Matrix Private Capital Group
New York
$288K +$16.7K +618 +6%
GW
757
GW & Wade
Massachusetts
$282K -$1.78K -66 -0.6%
WA
758
Wealth Alliance
New York
$281K +$303K +11,240 New
S
759
SignatureFD
Georgia
$278K -$12.2K -454 -4%
BWP
760
Baldwin Wealth Partners
Massachusetts
$275K -$64.7K -2,400 -18%
AAP
761
Arax Advisory Partners
Colorado
$275K +$25.2K +934 +9%
B
762
Bailard
California
$273K -$12.3K -456 -4%
CA
763
Clearstead Advisors
Ohio
$271K +$41.9K +1,556 +17%
PIM
764
Penobscot Investment Management
Massachusetts
$270K – – –
SAM
765
S.A. Mason
Michigan
$265K – – –
DCM
766
Dupont Capital Management
Delaware
$262K -$681K -25,264 -71%
GC
767
Gilbert & Cook
Iowa
$262K +$22K +818 +8%
APA
768
American Portfolios Advisors
New York
$259K -$42.6K -1,580 -13%
BAM
769
Berkshire Asset Management
Pennsylvania
$259K -$485 -18 -0.2%
HNWAG
770
High Net Worth Advisory Group
Florida
$259K – – –
AG
771
AlphaSimPlex Group
Massachusetts
$258K -$190K -7,036 -41%
F
772
F3Logic
Minnesota
$257K +$2.1K +78 +0.8%
SFCL
773
Strengthening Families & Communities LLC
Massachusetts
$257K +$5.23K +194 +2%
CFG
774
Citizens Financial Group
Rhode Island
$256K – – –
MRCM
775
M&R Capital Management
New Jersey
$256K – – –
29 30
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