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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
FCG
901
Fielder Capital Group
Tennessee
$369K -$22.6K -536 -6%
EPIMS
902
Evelyn Partners Investment Management Services
$369K – – –
AWA
903
Arkadios Wealth Advisors
Georgia
$368K +$32.9K +782 +9%
MWM
904
Mission Wealth Management
California
$368K -$127K -3,008 -25%
AR
905
Apeiron RIA
Texas
$366K -$14.6K -348 -4%
LA
906
LVW Advisors
New York
$366K -$26K -617 -6%
DWM
907
Drive Wealth Management
Utah
$365K -$7.58K -180 -2%
GC
908
Gilbert & Cook
Iowa
$364K +$2.74K +65 +0.7%
LCM
909
LVM Capital Management
Michigan
$361K – – –
YC
910
Yarbrough Capital
Tennessee
$361K – – –
TFG
911
Taylor Financial Group
Virginia
$360K +$168 +4 +0%
AU
912
AlphaGrep UK
$359K +$376K +8,940 New
BAM
913
Berkshire Asset Management
Pennsylvania
$357K -$98.8K -2,348 -21%
MBWA
914
Marin Bay Wealth Advisors
California
$357K +$374K +8,894 New
MWM
915
Maridea Wealth Management
New York
$356K -$5.47K -130 -1%
IAIM
916
International Assets Investment Management
Florida
$353K -$60K -1,426 -14%
HNWAG
917
High Net Worth Advisory Group
Florida
$353K – – –
JFA
918
JNBA Financial Advisors
Minnesota
$353K +$2.48K +59 +0.7%
BWP
919
Burling Wealth Partners
Illinois
$352K +$14.1K +334 +4%
HWA
920
Heritage Wealth Advisors
Virginia
$350K – – –
BB
921
Berkshire Bank
Massachusetts
$350K -$205K -4,863 -36%
EWM
922
Evermay Wealth Management
Virginia
$348K – – –
GWM
923
GSB Wealth Management
Connecticut
$347K +$1.3K +31 +0.4%
VFA
924
Values First Advisors
Tennessee
$346K -$13.9K -331 -4%
AWM
925
Adams Wealth Management
Utah
$346K +$27.3K +648 +8%
35 36
37
38 39