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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
TFF
826
The Family Firm
Maryland
$301K +$181 +6 +0.1%
BW
827
Bison Wealth
Georgia
$297K -$4.94K -164 -2%
LT
828
Legacy Trust
Michigan
$296K -$9.82K -326 -3%
BC
829
Bartlett & Co
Ohio
$296K – – –
BCWM
830
Bartlett & Co Wealth Management
Ohio
$296K – – –
ABC
831
Associated Banc-Corp
Wisconsin
$295K +$15.4K +512 +6%
LCM
832
LVM Capital Management
Michigan
$291K +$271K +9,000 New
SA
833
Strategic Advocates
Utah
$288K -$97.6K -3,240 -27%
KFC
834
Klingenstein Fields & Co
New York
$285K – – –
PAMG
835
Patton Albertson Miller Group
Tennessee
$285K – – –
HNWAG
836
High Net Worth Advisory Group
Florida
$285K – – –
DWM
837
Drive Wealth Management
Utah
$280K +$15.4K +512 +6%
TFG
838
Taylor Financial Group
Virginia
$279K +$260K +8,614 New
KIA
839
Knollwood Investment Advisory
Maryland
$279K +$259K +8,600 New
CSPIA
840
Cary Street Partners Investment Advisory
Virginia
$276K +$177K +5,870 +221%
WA
841
WBH Advisory
Maryland
$276K -$4.52K -150 -2%
IWM
842
IHT Wealth Management
Illinois
$274K -$4.88K -162 -2%
3IP
843
3Chopt Investment Partners
Virginia
$274K +$255K +8,462 New
CI
844
Conning Inc
Connecticut
$273K -$2.11K -70 -0.8%
CI
845
CX Institutional
Indiana
$273K -$16.9K -562 -6%
IA
846
IFP Advisors
Florida
$271K -$31.1K -1,032 -11%
MWA
847
Midland Wealth Advisors
Illinois
$271K +$252K +8,370 New
MGIA
848
Moneta Group Investment Advisors
Missouri
$271K +$663 +22 +0.3%
BAM
849
Blueshift Asset Management
New Jersey
$269K +$250K +8,298 New
RMDI
850
R.M. Davis Inc
Maine
$269K -$139K -4,600 -36%
32 33
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