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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
826
Tradition Wealth Management
Minnesota
$371K +$424 +12 +0.1%
SFP
827
Sweet Financial Partners
Minnesota
$370K – – –
PFBT
828
Parkside Financial Bank & Trust
Missouri
$368K -$109K -3,084 -24%
IIC
829
Ironwood Investment Counsel
Arizona
$368K – – –
GM
830
GeoWealth Management
Illinois
$366K +$100K +2,830 +43%
IAIM
831
International Assets Investment Management
Florida
$360K +$110K +3,110 +49%
BW
832
Bison Wealth
Georgia
$360K +$5.23K +148 +2%
DWM
833
Drive Wealth Management
Utah
$359K +$24K +680 +8%
AB
834
Atlas Brown
Kentucky
$359K +$329K +9,314 New
TFF
835
The Family Firm
Maryland
$359K +$283 +8 +0.1%
LT
836
Legacy Trust
Michigan
$356K +$2.76K +78 +0.9%
CFP
837
Catalyst Financial Partners
Massachusetts
$355K -$102K -2,882 -22%
BCWM
838
Bartlett & Co Wealth Management
Ohio
$352K – – –
CA
839
Carson Advisory
Georgia
$352K +$322K +9,116 New
ABC
840
Associated Banc-Corp
Wisconsin
$351K – – –
LCM
841
LVM Capital Management
Michigan
$347K – – –
WEG
842
World Equity Group
Illinois
$343K +$315K +8,896 New
MM
843
MQS Management
New York
$340K +$312K +8,820 New
KFC
844
Klingenstein Fields & Co
New York
$339K – – –
PAMG
845
Patton Albertson Miller Group
Tennessee
$339K – – –
HNWAG
846
High Net Worth Advisory Group
Florida
$339K – – –
HWA
847
Heritage Wealth Advisors
Virginia
$338K -$43.1K -1,220 -12%
OCBCO
848
Oversea-Chinese Banking Corp (OCBC)
Singapore
$338K +$310K +8,766 New
CSPIA
849
Cary Street Partners Investment Advisory
Virginia
$338K +$7.99K +226 +3%
CG
850
Cynosure Group
Utah
$336K +$308K +8,712 New
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