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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
BWAM
776
Boyd Watterson Asset Management
Ohio
$241K -$245 -10 -0.1%
FCMC
777
Founders Capital Management (Connecticut)
Connecticut
$241K – – –
ECM
778
Evergreen Capital Management
Washington
$241K +$33.4K +1,364 +15%
CW
779
Connectus Wealth
Ohio
$241K – – –
CA
780
Clearstead Advisors
Ohio
$241K -$16.9K -692 -6%
CFG
781
Citizens Financial Group
Rhode Island
$240K -$7.43K -304 -3%
ACM
782
Ategra Capital Management
Virginia
$238K – – –
NSIM
783
North Star Investment Management
Illinois
$238K +$1.08K +44 +0.4%
CCM
784
Coldstream Capital Management
Washington
$233K +$241K +9,840 New
FFA
785
First Foundation Advisors
California
$232K +$240K +9,800 New
PCG
786
Prosperity Consulting Group
Maryland
$232K -$49 -2 -0%
TFF
787
The Family Firm
Maryland
$232K +$10.5K +428 +5%
SFCL
788
Strengthening Families & Communities LLC
Massachusetts
$229K +$8.46K +346 +4%
PAMG
789
Patton Albertson Miller Group
Tennessee
$228K +$734 +30 +0.3%
EWM
790
Evermay Wealth Management
Virginia
$227K -$10.8K -440 -4%
SFP
791
Sweet Financial Partners
Minnesota
$227K – – –
CIC
792
Carnegie Investment Counsel
Ohio
$225K +$3.86K +158 +2%
GCP
793
GSA Capital Partners
United Kingdom
$224K -$231K -9,450 -50%
FNBOSM
794
First National Bank of South Miami
Florida
$222K – – –
KIA
795
KCM Investment Advisors
California
$222K – – –
SFA
796
Sequoia Financial Advisors
Ohio
$222K +$229K +9,380 New
MWM
797
Meridian Wealth Management
Kentucky
$222K +$98 +4 +0%
PCM
798
Prelude Capital Management
New York
$221K -$6.26K -256 -3%
GIA
799
Gateway Investment Advisers
Ohio
$221K – – –
MSAM
800
Moloney Securities Asset Management
Missouri
$219K -$2.1K -86 -0.9%
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