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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
776
Wipfli Financial Advisors
Wisconsin
$232K +$254K +10,066 New
ACM
777
Ategra Capital Management
Virginia
$231K – – –
EWM
778
Evermay Wealth Management
Virginia
$231K +$1.01K +40 +0.4%
BWP
779
Baldwin Wealth Partners
Massachusetts
$230K -$25.2K -1,000 -9%
D
780
Drystone
Virginia
$230K – – –
NSIM
781
North Star Investment Management
Illinois
$230K – – –
APA
782
American Portfolios Advisors
New York
$230K -$10.3K -410 -4%
PCG
783
Prosperity Consulting Group
Maryland
$226K +$655 +26 +0.3%
BB
784
Berkshire Bank
Massachusetts
$225K +$246K +9,768 New
SCA
785
Stonebridge Capital Advisors
Minnesota
$223K +$1.21K +48 +0.5%
PAMG
786
Patton Albertson Miller Group
Tennessee
$221K – – –
SFP
787
Sweet Financial Partners
Minnesota
$221K +$6.35K +252 +3%
PCM
788
Prelude Capital Management
New York
$221K +$242K +9,594 New
CA
789
Claro Advisors
Massachusetts
$218K – – –
BC
790
Bartlett & Co
Ohio
$217K – – –
BCWM
791
Bartlett & Co Wealth Management
Ohio
$217K – – –
FNBOSM
792
First National Bank of South Miami
Florida
$216K – – –
KIA
793
KCM Investment Advisors
California
$216K – – –
MSAM
794
Moloney Securities Asset Management
Missouri
$216K +$1.81K +72 +0.8%
CIC
795
Carnegie Investment Counsel
Ohio
$216K +$10.3K +408 +5%
MWM
796
Meridian Wealth Management
Kentucky
$215K -$165K -6,548 -41%
GIA
797
Gateway Investment Advisers
Ohio
$215K -$10.3K -410 -4%
TFF
798
The Family Firm
Maryland
$215K +$202 +8 +0.1%
SFCL
799
Strengthening Families & Communities LLC
Massachusetts
$215K +$16.4K +650 +7%
JSW
800
Journey Strategic Wealth
New Jersey
$214K +$234K +9,292 New
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