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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
801
Boston Family Office
Massachusetts
$631K – – –
AWM
802
AE Wealth Management
Kansas
$628K +$66.4K +1,479 +12%
MWM
803
Modern Wealth Management
Kansas
$627K +$63.6K +1,418 +12%
SL
804
SWMG LLC
Texas
$626K -$56.6K -1,262 -9%
WG
805
Wellington Group
Indiana
$621K +$76.9K +1,713 +15%
BWM
806
BankPlus Wealth Management
Mississippi
$618K +$58K +1,292 +11%
HR
807
Hardy Reed
Mississippi
$615K +$3.77K +84 +0.6%
VFA
808
Valeo Financial Advisors
Indiana
$610K -$274K -6,108 -32%
SWM
809
SeaCrest Wealth Management
New York
$609K -$1.03K -23 -0.2%
VSQM
810
V-Square Quantitative Management
Illinois
$609K +$116K +2,583 +24%
PCP
811
Perbak Capital Partners
United Kingdom
$606K +$587K +13,071 New
BWP
812
BlueStem Wealth Partners
Minnesota
$605K +$6.01K +134 +1%
1C
813
111 Capital
France
$604K +$584K +13,007 New
FAN
814
Financial Advisors Network
California
$601K -$25.2K -561 -4%
EAM
815
Erste Asset Management
Austria
$599K +$67.4K +1,502 +13%
SF
816
Symphony Financial
Texas
$594K -$129K -2,871 -18%
SSCM
817
Sovereign's Capital Management
Georgia
$592K -$43K -959 -7%
FMI
818
Frec Markets Inc
California
$588K +$278K +6,192 +96%
AAP
819
Arax Advisory Partners
Colorado
$587K -$177K -3,951 -24%
WTB
820
Washington Trust Bank
Washington
$586K – – –
2L
821
25 LLC
Missouri
$581K +$4.17K +93 +0.7%
EPW
822
Evolve Private Wealth
California
$578K +$25.1K +560 +5%
AAS
823
Annex Advisory Services
Wisconsin
$575K +$88.6K +1,974 +19%
CT
824
Caldwell Trust
Florida
$574K -$7.18K -160 -1%
TIA
825
Tandem Investment Advisors
South Carolina
$573K +$10.1K +224 +2%
31 32
33
34 35