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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
TFF
851
The Family Firm
Maryland
$293K +$270 +8 +0.1%
LT
852
Legacy Trust
Michigan
$290K – – –
CIAS
853
CFS Investment Advisory Services
New Jersey
$290K +$312K +9,242 New
BWM
854
BCGM Wealth Management
Indiana
$289K -$1.8M -53,390 -85%
DWM
855
Drive Wealth Management
Utah
$288K -$4.72K -140 -2%
BCWM
856
Bartlett & Co Wealth Management
Ohio
$287K – – –
CA
857
Carson Advisory
Georgia
$286K – – –
BTI
858
Blue Trust Inc
Georgia
$285K +$96.6K +2,864 +63%
LCM
859
LVM Capital Management
Michigan
$284K +$1.15K +34 +0.4%
LA
860
LVW Advisors
New York
$283K -$26.3K -780 -8%
NC
861
nVerses Capital
Florida
$283K +$304K +9,000 New
GM
862
GeoWealth Management
Illinois
$280K -$19.6K -582 -6%
IWM
863
IHT Wealth Management
Illinois
$279K +$20.3K +602 +7%
MGIA
864
Moneta Group Investment Advisors
Missouri
$279K +$6.14K +182 +2%
PAMG
865
Patton Albertson Miller Group
Tennessee
$278K +$1.28K +38 +0.4%
KFC
866
Klingenstein Fields & Co
New York
$276K – – –
HNWAG
867
High Net Worth Advisory Group
Florida
$276K – – –
WTC
868
WhitTier Trust Company
Nevada
$276K +$5.6K +166 +2%
CSPIA
869
Cary Street Partners Investment Advisory
Virginia
$275K +$270 +8 +0.1%
DCM
870
DGS Capital Management
New Jersey
$273K +$36.2K +1,074 +14%
CP
871
Castleview Partners
Texas
$273K +$17.3K +512 +6%
SG
872
StoneX Group
New York
$272K +$293K +8,670 New
IA
873
IFP Advisors
Florida
$271K +$38.9K +1,152 +15%
TFG
874
Taylor Financial Group
Virginia
$271K +$135 +4 +0%
AR
875
Apeiron RIA
Texas
$270K +$36.2K +1,074 +14%
33 34
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