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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
801
Patriot Financial Group Insurance Agency
Massachusetts
$67K – – –
RWA
802
Ropes Wealth Advisors
Massachusetts
$61K +$1.56K +68 +3%
TF
803
Tompkins Financial
New York
$60K – – –
SQA
804
Simon Quick Advisors
New Jersey
$60K +$276 +12 +0.5%
PFWA
805
Paces Ferry Wealth Advisors
Georgia
$56K +$57.1K +2,484 New
TCOV
806
Trust Company of Vermont
Vermont
$54K – – –
WLPWM
807
Walled Lake Planning & Wealth Management
Illinois
$51K – – –
BCA
808
Berman Capital Advisors
Georgia
$49K -$1.29K -56 -2%
NIM
809
NuWave Investment Management
New Jersey
$48K +$38K +1,654 +376%
OSAM
810
O'Shaughnessy Asset Management
Connecticut
$46K +$11.4K +494 +32%
LF
811
Lee Financial
Texas
$45K – – –
SIS
812
Sound Income Strategies
Florida
$43K +$230 +10 +0.5%
SBL
813
Sargent Bickham Lagudis
Colorado
$42K – – –
PCM
814
Penserra Capital Management
California
$42K +$5.15K +224 +13%
CFGS
815
Concourse Financial Group Securities
Alabama
$42K +$19.8K +862 +87%
OC
816
Oakworth Capital
Alabama
$41K – – –
GEA
817
Glen Eagle Advisors
New Jersey
$39.1K +$46 +2 +0.1%
TFS
818
TrustCore Financial Services
Tennessee
$38K -$23K -1,000 -37%
FMII
819
Farmers & Merchants Investments Inc
Nebraska
$38K – – –
BDWM
820
Brewin Dolphin Wealth Management
Ireland
$36.1K – – –
BAM
821
Barrett Asset Management
New York
$36K – – –
NSB
822
Norway Savings Bank
Maine
$36K +$36.8K +1,600 New
PWMG
823
Prestige Wealth Management Group
New Jersey
$35K +$9.33K +406 +36%
NR
824
Newfound Research
Massachusetts
$35K +$35.7K +1,552 New
AIL
825
AGF Investments LLC
Ontario, Canada
$33K -$95.5K -4,156 -74%
31 32
33
34 35