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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
826
TLW Wealth Management
Florida
$485K +$143K +3,395 +39%
AWM
827
AE Wealth Management
Kansas
$484K +$37K +878 +8%
CPA
828
Capital Planning Advisors
California
$483K +$5.18K +123 +1%
BWM
829
BankPlus Wealth Management
Mississippi
$482K -$11.4K -271 -2%
MWM
830
Modern Wealth Management
Kansas
$482K +$43.8K +1,041 +9%
SSWG
831
Seven Springs Wealth Group
Tennessee
$482K – – –
FFS
832
Founders Financial Securities
Maryland
$480K -$17.9K -425 -3%
EPW
833
Evolve Private Wealth
California
$478K +$501K +11,905 New
NSUP
834
NLB Skladi upravljanje premozenja
$477K +$500K +11,885 New
BA
835
Bellwether Advisors
Nebraska
$475K -$1.79M -42,552 -78%
PPWP
836
Premier Path Wealth Partners
New Jersey
$475K +$17.6K +418 +4%
EH
837
Equitable Holdings
New York
$474K +$47.2K +1,121 +10%
UW
838
Unique Wealth
Florida
$471K -$70K -1,663 -12%
WG
839
Wellington Group
Indiana
$468K +$491K +11,669 New
SFG
840
SNS Financial Group
Minnesota
$465K -$2.65K -63 -0.5%
LOAMS
841
Lombard Odier Asset Management (Switzerland)
Switzerland
$464K -$977K -23,215 -67%
CTI
842
Community Trust & Investment
Kentucky
$463K -$50.5K -1,200 -9%
AFS
843
Access Financial Services
Minnesota
$462K -$99.5K -2,364 -17%
MT
844
Midwest Trust
Kansas
$460K -$926 -22 -0.2%
KC
845
Kepler Cheuvreux
$457K -$8.32M -197,619 -95%
JRPIM
846
Journey Retirement Planning & Investment Management
Idaho
$456K +$478K +11,364 New
PA
847
Pinnacle Associates
New York
$456K +$35.5K +843 +8%
LIM
848
Longfellow Investment Management
Massachusetts
$455K +$478K +11,348 New
TWP
849
Tyche Wealth Partners
Texas
$455K +$477K +11,331 New
SDWIA
850
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$453K -$3.54K -84 -0.7%
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