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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
AFT
901
Alpha Family Trust
California
$311K +$301K +8,020 New
LS
902
Livforsakringsbolaget Skandia
Sweden
$311K – – –
APWM
903
Argonautica Private Wealth Management
Massachusetts
$310K – – –
HSA
904
HBK Sorce Advisory
Pennsylvania
$308K -$1.95K -52 -0.7%
CCM
905
Check Capital Management
California
$307K – – –
CP
906
Castleview Partners
Texas
$307K -$41.7K -1,112 -12%
KWM
907
KFG Wealth Management
Indiana
$307K -$32.7K -872 -10%
JIC
908
Joel Isaacson & Co
New York
$304K – – –
FFM
909
Forum Financial Management
Illinois
$303K +$375 +10 +0.1%
RWM
910
Revisor Wealth Management
Ohio
$301K +$291K +7,766 New
EH
911
Equitable Holdings
New York
$301K -$32.8K -876 -10%
CA
912
Claro Advisors
Massachusetts
$301K +$7.72K +206 +3%
RMDI
913
R.M. Davis Inc
Maine
$297K +$45.8K +1,222 +19%
PWG
914
Portside Wealth Group
Utah
$295K +$38.8K +1,034 +16%
JSW
915
Journey Strategic Wealth
New Jersey
$295K +$5.02K +134 +2%
CFS
916
Commonwealth Financial Services
West Virginia
$294K -$61.9K -1,652 -18%
AC
917
AXQ Capital
New Jersey
$293K +$283K +7,544 New
TSMHT
918
Thurston Springer Miller Herd & Titak
Indiana
$291K +$62.2K +1,660 +28%
FFA
919
First Foundation Advisors
California
$290K -$1.8K -48 -0.6%
QFW
920
QTR Family Wealth
Florida
$288K +$278K +7,424 New
FAIM
921
Financial Advocates Investment Management
Washington
$287K +$2.1K +56 +0.8%
SI
922
Sava Infond
Slovenia
$287K – – –
AIM
923
Anchor Investment Management
South Carolina
$287K -$32.6K -870 -11%
MWA
924
Midland Wealth Advisors
Illinois
$285K – – –
MG
925
Mather Group
Illinois
$284K +$16K +428 +6%
35 36
37
38 39