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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
751
KFG Wealth Management
Indiana
$337K +$312K +11,414 New
IWC
752
Integrated Wealth Concepts
Massachusetts
$337K -$16.8K -614 -5%
IIC
753
Integrated Investment Consultants
Michigan
$336K -$57.7K -2,108 -16%
HWM
754
HB Wealth Management
Georgia
$334K +$60.2K +2,200 +24%
BB
755
Berkshire Bank
Massachusetts
$331K -$438 -16 -0.1%
IIC
756
Ironwood Investment Counsel
Arizona
$326K +$24.3K +890 +9%
SCA
757
Stonebridge Capital Advisors
Minnesota
$325K – – –
AAP
758
Arax Advisory Partners
Colorado
$322K -$5.86K -214 -2%
MPCG
759
Matrix Private Capital Group
New York
$320K -$164 -6 -0.1%
PIM
760
Penobscot Investment Management
Massachusetts
$319K – – –
CIC
761
Carnegie Investment Counsel
Ohio
$318K +$219 +8 +0.1%
FNT
762
First National Trust
Pennsylvania
$318K +$12.9K +472 +5%
GRP
763
Global Retirement Partners
California
$318K +$68.7K +2,510 +30%
UCFA
764
United Capital Financial Advisors
Texas
$317K -$16.8K -614 -5%
GW
765
GW & Wade
Massachusetts
$317K -$55 -2 -0%
EFM
766
E Fund Management
China
$316K -$43.2K -1,578 -13%
AWA
767
Arete Wealth Advisors
Illinois
$313K +$1.59K +58 +0.6%
AC
768
AXQ Capital
New Jersey
$313K +$290K +10,600 New
VFA
769
Valeo Financial Advisors
Indiana
$309K +$10.1K +368 +4%
DL
770
DOHJ LLC
Washington
$309K +$1.81K +66 +0.6%
EST
771
EA Series Trust
Pennsylvania
$308K +$286K +10,436 New
EF
772
Empowered Funds
Pennsylvania
$308K +$286K +10,436 New
VIM
773
VELA Investment Management
Ohio
$307K – – –
CAS
774
CTC Alternative Strategies
Illinois
$307K +$285K +10,400 New
GWP
775
Gateway Wealth Partners
Wisconsin
$306K +$52.6K +1,922 +23%
29 30
31
32 33