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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
GS
801
GTS Securities
Florida
$655K +$170K +3,740 +38%
CBB
802
Citizens Business Bank
California
$654K – – –
BFO
803
Boston Family Office
Massachusetts
$653K – – –
ECM
804
Everence Capital Management
Indiana
$642K -$549K -12,106 -48%
LW
805
Linscomb Wealth
Texas
$641K -$12.1K -267 -2%
AMG
806
Advisors Management Group
Wisconsin
$641K -$12K -264 -2%
CBA
807
Coastal Bridge Advisors
Connecticut
$640K -$80K -1,762 -12%
IFG
808
Independent Financial Group
California
$636K +$40.4K +891 +7%
HR
809
Hardy Reed
Mississippi
$636K -$454 -10 -0.1%
AWM
810
AE Wealth Management
Kansas
$632K -$16.9K -372 -3%
GRP
811
Global Retirement Partners
California
$632K +$597K +13,150 New
PWG
812
Portside Wealth Group
Utah
$631K +$75.9K +1,672 +15%
BWP
813
BlueStem Wealth Partners
Minnesota
$628K +$2.27K +50 +0.4%
IC
814
Inscription Capital
Texas
$625K +$285K +6,270 +93%
PF
815
Phoenix Financial
Israel
$623K +$78.3K +1,726 +15%
CI
816
CacheTech Inc
Utah
$622K +$338K +7,447 +135%
FAN
817
Financial Advisors Network
California
$622K -$45 -1 -0%
GWAM
818
Guardian Wealth Advisors (Minnesota)
Minnesota
$614K +$21K +462 +4%
TC
819
Tannin Capital
North Carolina
$609K -$85.6K -1,885 -13%
WAP
820
Wealthcare Advisory Partners
Pennsylvania
$608K -$445K -9,806 -44%
AAS
821
Annex Advisory Services
Wisconsin
$601K +$5.81K +128 +1%
SSCM
822
Sovereign's Capital Management
Georgia
$599K -$12.4K -273 -2%
KF
823
Krilogy Financial
Missouri
$597K +$28.6K +630 +5%
HHCP
824
Hilton Head Capital Partners
South Carolina
$596K +$560K +12,348 +19,916%
LWM
825
LongView Wealth Management
Georgia
$596K +$3.04K +67 +0.5%
31 32
33
34 35