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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
826
Modern Wealth Management
Kansas
$471K +$178K +4,385 +64%
GIM
827
Goelzer Investment Management
Indiana
$469K +$609 +15 +0.1%
LFG
828
Larson Financial Group
Missouri
$468K +$28.4K +700 +7%
KFA
829
Krane Funds Advisors
New York
$468K -$48.1K -1,185 -10%
DSC
830
Duncker Streett & Co
Missouri
$465K – – –
HT
831
Heritage Trust
Oklahoma
$462K +$446K +10,996 New
OWP
832
ORG Wealth Partners
Texas
$458K +$339K +8,352 +359%
PPWP
833
Premier Path Wealth Partners
New Jersey
$454K +$100K +2,466 +30%
JSW
834
Journey Strategic Wealth
New Jersey
$451K +$128K +3,143 +41%
SAM
835
Smartleaf Asset Management
Massachusetts
$451K -$75.8K -1,868 -15%
WB
836
West Bancorporation
Iowa
$448K -$3.57K -88 -0.8%
BAM
837
Berkshire Asset Management
Pennsylvania
$447K – – –
WA
838
Wealth Alliance
New York
$447K -$8.64K -213 -2%
BA
839
Bellwether Advisors
Nebraska
$445K -$9.41K -232 -2%
AAS
840
Annex Advisory Services
Wisconsin
$444K -$3.9K -96 -0.9%
DCM
841
DGS Capital Management
New Jersey
$444K +$101K +2,496 +31%
QI
842
Qtron Investments
Massachusetts
$444K +$428K +10,560 New
CC
843
Centiva Capital
New York
$443K +$428K +10,549 New
AWA
844
Aaron Wealth Advisors
Illinois
$443K +$26.5K +652 +7%
PA
845
Pinnacle Associates
New York
$442K +$16.5K +407 +4%
PL
846
Plancorp LLC
Missouri
$437K +$4.18K +103 +1%
PWAM
847
Private Wealth Asset Management
Iowa
$436K -$1.46K -36 -0.3%
SCA
848
Stonebridge Capital Advisors
Minnesota
$435K +$3K +74 +0.7%
EH
849
Equitable Holdings
New York
$435K +$105K +2,600 +34%
DFCM
850
Dark Forest Capital Management
Puerto Rico
$435K +$420K +10,349 New
32 33
34
35 36