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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIS
801
Steward Partners Investment Solutions
Oregon
$412K +$378K +10,686 New
RSWM
802
Robertson Stephens Wealth Management
California
$408K -$354 -10 -0.1%
JWM
803
Janiczek Wealth Management
Colorado
$408K +$128K +3,608 +52%
PDL
804
Portfolio Design Labs
California
$406K -$3.61K -102 -1%
SAM
805
S.A. Mason
Michigan
$406K +$1.06K +30 +0.3%
SCA
806
Stonebridge Capital Advisors
Minnesota
$404K – – –
PCP
807
Proficio Capital Partners
Massachusetts
$404K +$5.87K +166 +2%
SC
808
Savant Capital
Illinois
$399K +$17K +482 +5%
FNT
809
First National Trust
Pennsylvania
$398K – – –
MRCM
810
M&R Capital Management
New Jersey
$396K – – –
CA
811
Clearstead Advisors
Ohio
$395K -$11.4K -322 -3%
CW
812
Connectus Wealth
Ohio
$393K – – –
FCMC
813
Founders Capital Management (Connecticut)
Connecticut
$393K – – –
PCG
814
Prosperity Consulting Group
Maryland
$391K -$14.4K -408 -4%
OQS
815
Occudo Quantitative Strategies
Florida
$389K +$356K +10,078 New
SC
816
Syon Capital
California
$388K +$11.9K +338 +3%
ACM
817
Ategra Capital Management
Virginia
$388K – – –
NSIM
818
North Star Investment Management
Illinois
$387K – – –
PL
819
Plancorp LLC
Missouri
$383K +$9.76K +276 +3%
MWM
820
Meridian Wealth Management
Kentucky
$381K +$2.26K +64 +0.7%
DL
821
DOHJ LLC
Washington
$380K -$15.7K -444 -4%
FIM
822
Freedom Investment Management
Connecticut
$379K -$104K -2,940 -23%
LA
823
LVW Advisors
New York
$378K +$346K +9,796 New
FCG
824
Fielder Capital Group
Tennessee
$377K +$3.32K +94 +1%
9WM
825
9258 Wealth Management
Ohio
$376K -$3.75K -106 -1%
31 32
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