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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
826
Meridian Wealth Management
Kentucky
$345K +$327K +9,652 New
CIAS
827
CFS Investment Advisory Services
New Jersey
$344K +$12.8K +378 +4%
9WM
828
9258 Wealth Management
Ohio
$344K -$1.63K -48 -0.5%
FIM
829
Freedom Investment Management
Connecticut
$343K -$19K -560 -6%
BCG
830
BayBridge Capital Group
California
$343K -$751K -22,194 -70%
SFP
831
Sweet Financial Partners
Minnesota
$342K – – –
HWA
832
Heritage Wealth Advisors
Virginia
$341K +$67.3K +1,988 +26%
IIC
833
Ironwood Investment Counsel
Arizona
$337K – – –
MPM
834
MBB Public Markets
Illinois
$334K -$2.35M -69,354 -88%
ACM
835
AlphaStar Capital Management
North Carolina
$334K -$4.6K -136 -1%
TFF
836
The Family Firm
Maryland
$333K +$271 +8 +0.1%
CFP
837
Catalyst Financial Partners
Massachusetts
$331K -$33.2K -982 -10%
MGIA
838
Moneta Group Investment Advisors
Missouri
$330K +$12.7K +374 +4%
CFG
839
Citizens Financial Group
Rhode Island
$327K -$634K -18,732 -67%
GWM
840
GSB Wealth Management
Connecticut
$326K -$84.8K -2,504 -22%
OCBCO
841
Oversea-Chinese Banking Corp (OCBC)
Singapore
$326K -$254K -7,516 -45%
BCWM
842
Bartlett & Co Wealth Management
Ohio
$326K – – –
CA
843
Carson Advisory
Georgia
$326K – – –
WPC
844
Wedmont Private Capital
Pennsylvania
$323K +$53.3K +1,576 +21%
CSPIA
845
Cary Street Partners Investment Advisory
Virginia
$323K +$9.28K +274 +3%
GC
846
Gilbert & Cook
Iowa
$320K -$29.9K -882 -9%
LT
847
Legacy Trust
Michigan
$320K -$8.8K -260 -3%
CFS
848
Commonwealth Financial Services
West Virginia
$320K -$15.9K -470 -5%
BFA
849
Beaumont Financial Advisors
Massachusetts
$319K -$106K -3,124 -26%
CP
850
Castleview Partners
Texas
$317K +$5.89K +174 +2%
32 33
34
35 36