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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
OCBCO
851
Oversea-Chinese Banking Corp (OCBC)
Singapore
$338K +$310K +8,766 New
CSPIA
852
Cary Street Partners Investment Advisory
Virginia
$338K +$7.99K +226 +3%
CG
853
Cynosure Group
Utah
$336K +$308K +8,712 New
SW
854
SlateStone Wealth
Florida
$336K +$308K +8,710 New
MGIA
855
Moneta Group Investment Advisors
Missouri
$335K +$11.5K +324 +4%
NEI
856
Northwest & Ethical Investments
Ontario, Canada
$335K +$307K +8,678 New
DFCM
857
Dark Forest Capital Management
Puerto Rico
$333K +$305K +8,622 New
TFG
858
Taylor Financial Group
Virginia
$332K – – –
WTC
859
WhitTier Trust Company
Nevada
$332K +$14.5K +410 +5%
KIA
860
Knollwood Investment Advisory
Maryland
$332K – – –
CGL
861
Clarius Group LLC
Washington
$331K -$60.2K -1,704 -17%
GFA
862
Gallagher Fiduciary Advisors
Illinois
$329K -$32.5K -920 -10%
DAS
863
Diversify Advisory Services
Utah
$328K +$303K +8,572 New
CCM
864
Carlson Capital Management
Minnesota
$328K -$520K -14,698 -63%
PFPT
865
Pinnacle Financial Partners (Tennessee)
Tennessee
$327K +$300K +8,486 New
WA
866
WBH Advisory
Maryland
$326K -$2.69K -76 -0.9%
CI
867
CX Institutional
Indiana
$321K -$3.75K -106 -1%
B
868
Bailard
California
$320K – – –
IWM
869
IHT Wealth Management
Illinois
$319K -$6.93K -196 -2%
WP
870
WMS Partners
Maryland
$319K +$2.76K +78 +1%
IFG
871
Independent Financial Group
California
$318K +$32.8K +928 +13%
TIA
872
Traphagen Investment Advisors
New Jersey
$317K -$919 -26 -0.3%
BWAM
873
Boyd Watterson Asset Management
Ohio
$317K -$69.7K -1,972 -19%
SPC
874
Stewart & Patten Company
California
$316K – – –
SDWIA
875
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$316K +$1.41K +40 +0.5%
33 34
35
36 37