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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
926
Cary Street Partners Investment Advisory
Virginia
$413K +$20.1K +442 +5%
CAM
927
Chesapeake Asset Management
New York
$409K +$18.2K +402 +5%
LT
928
Legacy Trust
Michigan
$409K +$4.08K +90 +1%
LWM
929
LeConte Wealth Management
Tennessee
$408K -$22.5K -495 -6%
EWM
930
Evermay Wealth Management
Virginia
$406K -$10.5K -232 -3%
BWP
931
Burling Wealth Partners
Illinois
$406K – – –
AFP
932
Ausdal Financial Partners
Iowa
$404K +$10.8K +239 +3%
KWM
933
Kingsview Wealth Management
Oregon
$403K -$3.18K -70 -0.8%
WB
934
WesBanco Bank
West Virginia
$401K -$138K -3,036 -27%
JFA
935
JNBA Financial Advisors
Minnesota
$401K – – –
PAMG
936
Patton Albertson Miller Group
Tennessee
$401K – – –
LA
937
LVW Advisors
New York
$401K -$45.2K -995 -11%
GC
938
Gilbert & Cook
Iowa
$401K +$2.9K +64 +0.8%
PP
939
PDS Planning
Ohio
$399K -$7.58K -167 -2%
NB
940
Nicolet Bankshares
Wisconsin
$398K +$44.8K +987 +14%
WS
941
Wedbush Securities
California
$395K -$22.3K -492 -6%
ACM
942
Advisors Capital Management
New Jersey
$395K +$15.7K +346 +4%
GM
943
GeoWealth Management
Illinois
$394K +$42.5K +936 +13%
RMDI
944
R.M. Davis Inc
Maine
$391K -$1.18K -26 -0.3%
SLA
945
Silver Lake Advisory
Utah
$389K – – –
PWAM
946
Private Wealth Asset Management
Iowa
$387K – – –
TSMHT
947
Thurston Springer Miller Herd & Titak
Indiana
$387K +$59.1K +1,302 +19%
FFG
948
Fiduciary Financial Group
California
$386K +$25.8K +568 +8%
BB
949
Berkshire Bank
Massachusetts
$385K -$25.4K -560 -7%
PW
950
PUREfi Wealth
Massachusetts
$385K +$6.58K +145 +2%
36 37
38
39 40