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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
FTWA
801
Fifth Third Wealth Advisors
Ohio
$362K +$388K +11,508 New
EFM
802
E Fund Management
China
$361K +$7.22K +214 +2%
BW
803
Bison Wealth
Georgia
$360K – – –
MWM
804
Mission Wealth Management
California
$359K -$79.7K -2,362 -17%
MIM
805
MTM Investment Management
South Carolina
$358K -$6.68K -198 -2%
VSQM
806
V-Square Quantitative Management
Illinois
$354K -$436K -12,936 -53%
CFA
807
CWS Financial Advisors
Michigan
$353K – – –
PCM
808
Prelude Capital Management
New York
$348K +$373K +11,068 New
IWC
809
Integrated Wealth Concepts
Massachusetts
$347K -$26.3K -780 -7%
KCM
810
Kathmere Capital Management
Pennsylvania
$342K -$146K -4,332 -28%
JFA
811
JNBA Financial Advisors
Minnesota
$341K -$6.88K -204 -2%
WB
812
West Bancorporation
Iowa
$339K -$1.96K -58 -0.5%
OR
813
Olympiad Research
Connecticut
$336K +$361K +10,702 New
CAG
814
Crestwood Advisors Group
Massachusetts
$332K +$106K +3,138 +42%
KWM
815
KFG Wealth Management
Indiana
$331K -$5.4K -160 -1%
SAM
816
S.A. Mason
Michigan
$331K +$67 +2 +0%
PCP
817
Proficio Capital Partners
Massachusetts
$331K +$1.82K +54 +0.5%
SCA
818
Stonebridge Capital Advisors
Minnesota
$323K -$6.34K -188 -2%
MRCM
819
M&R Capital Management
New Jersey
$323K – – –
CFP
820
Catalyst Financial Partners
Massachusetts
$322K -$4.18K -124 -1%
FCMC
821
Founders Capital Management (Connecticut)
Connecticut
$320K – – –
PFBT
822
Parkside Financial Bank & Trust
Missouri
$320K +$21.9K +650 +7%
MBT
823
Montecito Bank & Trust
California
$320K +$140K +4,160 +69%
KLCM
824
KG&L Capital Management
Louisiana
$320K -$68.8K -2,038 -17%
TWM
825
Tradition Wealth Management
Minnesota
$319K +$18.1K +536 +6%
31 32
33
34 35