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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
876
Brookstone Capital Management
Illinois
$316K +$289K +8,188 New
CP
877
Castleview Partners
Texas
$315K +$8.48K +240 +3%
CA
878
Claro Advisors
Massachusetts
$315K +$778 +22 +0.3%
MPCG
879
Matrix Private Capital Group
New York
$313K -$96.1K -2,718 -25%
SLA
880
Silver Lake Advisory
Utah
$312K +$286K +8,102 New
CWS
881
Confluence Wealth Services
Pennsylvania
$309K +$284K +8,024 New
SCM
882
Stevens Capital Management
Pennsylvania
$309K +$283K +8,012 New
CI
883
Conning Inc
Connecticut
$308K -$16.3K -460 -5%
ICG
884
InterOcean Capital Group
Tennessee
$307K +$17.7K +502 +7%
CCM
885
Check Capital Management
California
$305K – – –
RG
886
Rathbones Group
United Kingdom
$304K -$695K -19,652 -71%
RFN
887
RDA Financial Network
Iowa
$304K -$2.83K -80 -1%
IAP
888
Indie Asset Partners
Indiana
$304K – – –
CFS
889
Commonwealth Financial Services
West Virginia
$304K – – –
OL
890
Optas LLC
Texas
$302K +$3.18K +90 +1%
PFS
891
Prospera Financial Services
Texas
$299K +$1.34K +38 +0.5%
MWA
892
Midland Wealth Advisors
Illinois
$299K -$22K -622 -7%
IPW
893
Impact Partnership Wealth
Georgia
$298K +$259K +7,322 +1,831%
WPW
894
Waldron Private Wealth
Pennsylvania
$296K +$2.4K +68 +0.9%
DCM
895
DGS Capital Management
New Jersey
$294K +$269K +7,618 New
AA
896
AlphaQ Advisors
Florida
$293K +$269K +7,604 New
AR
897
Apeiron RIA
Texas
$290K +$2.76K +78 +1%
WBC
898
Westpac Banking Corp
Australia
$288K +$6.08K +172 +2%
FFA
899
First Foundation Advisors
California
$288K +$8.34K +236 +3%
IA
900
IFP Advisors
Florida
$288K -$31.8K -900 -11%
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