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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
B
901
Bailard
California
$299K – – –
BW
902
Bison Wealth
Georgia
$298K -$4.21K -108 -1%
AIM
903
Anchor Investment Management
South Carolina
$297K +$10.5K +270 +3%
NEI
904
Northwest & Ethical Investments
Ontario, Canada
$297K -$15.6K -400 -5%
PCM
905
Penserra Capital Management
California
$296K +$109K +2,792 +51%
TIA
906
Traphagen Investment Advisors
New Jersey
$295K – – –
RBWA
907
RFG - Bristol Wealth Advisors
Massachusetts
$295K +$320K +8,200 New
CSWG
908
Cardinal Strategic Wealth Guidance
Kentucky
$295K +$320K +8,194 New
WA
909
WBH Advisory
Maryland
$294K -$2.81K -72 -0.9%
MPCG
910
Matrix Private Capital Group
New York
$292K – – –
CG
911
Cynosure Group
Utah
$292K -$105K -2,684 -25%
SLA
912
Silver Lake Advisory
Utah
$291K – – –
CI
913
Conning Inc
Connecticut
$290K -$7.72K -198 -2%
NAS
914
Nicolet Advisory Services
Wisconsin
$290K +$316K +8,096 New
LS
915
Livforsakringsbolaget Skandia
Sweden
$288K – – –
APWM
916
Argonautica Private Wealth Management
Massachusetts
$288K – – –
FC
917
Farringdon Capital
United Kingdom
$287K +$312K +7,986 New
HSA
918
HBK Sorce Advisory
Pennsylvania
$287K -$702 -18 -0.2%
IAIM
919
International Assets Investment Management
Florida
$286K -$20.7M -531,658 -99%
CCM
920
Check Capital Management
California
$285K – – –
BRWA
921
B. Riley Wealth Advisors
Florida
$283K +$8.19K +210 +3%
CGL
922
Clarius Group LLC
Washington
$283K +$1.48K +38 +0.5%
JIC
923
Joel Isaacson & Co
New York
$282K – – –
FFM
924
Forum Financial Management
Illinois
$281K +$59.1K +1,514 +24%
AIP
925
Arrowpoint Investment Partners
Singapore
$281K +$305K +7,808 New
35 36
37
38 39